PSX icon

Phillips 66

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JGIA
1301
Jackson Grant Investment Advisers
Connecticut
$31K +$290 +3 +0.9%
HGWM
1302
Harvest Group Wealth Management
Massachusetts
$31K +$31K +328 New
AC
1303
Avestar Capital
New York
$30K +$1.56K +18 +5%
WF
1304
WealthTrust Fairport
Ohio
$29K
MWM
1305
Mascoma Wealth Management
New Hampshire
$29K
HS
1306
Horan Securities
United States
$28K -$16.7K -178 -37%
WAS
1307
WESPAC Advisors SoCal
California
$28K
PWM
1308
PRW Wealth Management
Massachusetts
$28K
DPA
1309
Delphi Private Advisors
California
$27K -$129K -1,356 -83%
TCM
1310
Tradewinds Capital Management
Washington
$27K
NWM
1311
Northwest Wealth Management
Iowa
$25K
SCM
1312
Shelton Capital Management
Colorado
$24.2K -$223K -21,221 -90%
FFW
1313
Fusion Family Wealth
New York
$24K
WC
1314
Whitnell & Co
Illinois
$24K +$194 +2 +0.8%
PFGIA
1315
Patriot Financial Group Insurance Agency
Massachusetts
$24K +$23K +242 +2,420%
LFG
1316
LifePlan Financial Group
Ohio
$23K
AIA
1317
Alera Investment Advisors
Illinois
$23K +$6.13K +64 +36%
HWA
1318
Heritage Wealth Advisors
Virginia
$22.7K +$10.2K +107 +82%
WAM
1319
Wakefield Asset Management
Colorado
$22K -$2.09M -22,244 -99%
RTC
1320
Riverview Trust Company
Washington
$22K
SIS
1321
Sound Income Strategies
Florida
$22K
LF
1322
Lee Financial
Texas
$22K +$2.85K +30 +15%
SPL
1323
Smart Portfolios LLC
Washington
$22K +$4.27K +45 +24%
DAM
1324
Delta Asset Management
Tennessee
$21K -$9.68K -100 -32%
JWA
1325
JFS Wealth Advisors
Pennsylvania
$21K -$6.65K -69 -24%