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Phillips 66

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
1276
Horan Capital Advisors
Ohio
$59K +$59K +578 New
KPCM
1277
Kings Point Capital Management
New York
$58K +$44.1K +431 +317%
FANJ
1278
Financial Architects (New Jersey)
New Jersey
$57K -$20.4K -198 -26%
EWM
1279
Endurance Wealth Management
Rhode Island
$54K
TC
1280
Truvestments Capital
Florida
$53K
BAMG
1281
Brand Asset Management Group
Missouri
$51K
HWA
1282
Heritage Wealth Advisors
Virginia
$51K +$10.3K +101 +25%
1IA
1283
1834 Investment Advisors
Wisconsin
$51K +$15.3K +150 +43%
DOA
1284
D'Orazio & Associates
Virginia
$50K -$4.71K -46 -9%
GWS
1285
Glassman Wealth Services
Virginia
$50K +$716 +7 +1%
1NWS
1286
1 North Wealth Services
Maryland
$49K +$49K +474 New
AWMS
1287
Advocacy Wealth Management Services
Georgia
$48K
AIL
1288
AGF Investments LLC
Ontario, Canada
$48K +$925 +9 +2%
LWA
1289
Lenox Wealth Advisors
New York
$48K +$33.7K +332 +235%
TI
1290
Truehand Inc
New Hampshire
$47K
C
1291
Cerebellum
California
$47K +$47K +455 New
AIM
1292
Arcadia Investment Management
Michigan
$46K
Kayne Anderson Rudnick Investment Management
1293
Kayne Anderson Rudnick Investment Management
California
$46K
TW
1294
Towerpoint Wealth
California
$46K
LFG
1295
Larson Financial Group
Missouri
$45K +$31K +301 +221%
FMB
1296
Field & Main Bank
Kentucky
$43K +$30.6K +302 +248%
BWM
1297
Baystate Wealth Management
Massachusetts
$42K +$410 +4 +1%
BWA
1298
Burt Wealth Advisors
Maryland
$41K
SIS
1299
Sound Income Strategies
Florida
$40K +$17.1K +169 +75%
WAS
1300
Winch Advisory Services
Wisconsin
$39K +$310 +3 +0.8%