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Phillips 66

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M
Name Market Value Shares Shares
Change
Shares
Change %
EWM
1301
Edge Wealth Management
New York
$17K 179 +1 +0.6%
CTB
1302
Country Trust Bank
Illinois
$16K 175
LPWM
1303
Lake Point Wealth Management
Texas
$16K 171
GWMIA
1304
Global Wealth Management Investment Advisory
Florida
$16K 166
BCM
1305
Blume Capital Management
California
$16K 175
AP
1306
Atwood & Palmer
Missouri
$15K 163 -400 -71%
SCA
1307
Stuart Chaussee & Associates
California
$15K 163
TCM
1308
TD Capital Management
Tennessee
$15K 156
NCM
1309
New Capital Management
Texas
$15K 162 +1 +0.6%
GT
1310
Glenmede Trust
Pennsylvania
$14K 149,882 +41,170 +38%
UB
1311
UMB Bank
Missouri
$13.7K 146,381 -3,584 -2%
LWA
1312
Lenox Wealth Advisors
New York
$13K 141 -46 -25%
KPCM
1313
Kings Point Capital Management
New York
$13K 136
LFG
1314
Larson Financial Group
Missouri
$13K 136
BEI
1315
Benjamin Edwards Inc
Missouri
$13K 135
APSP
1316
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K 125
THWM
1317
Taylor Hoffman Wealth Management
Virginia
$12K 126
KFS
1318
Kelly Financial Services
Massachusetts
$11.7K 125
FMB
1319
Field & Main Bank
Kentucky
$11K 122
QAM
1320
QCI Asset Management
New York
$11K 120
FEG
1321
Financial Enhancement Group
Indiana
$11K 119
CAGAS
1322
Capital Advisory Group Advisory Services
Minnesota
$11K 117
GWA
1323
Guidant Wealth Advisors
Illinois
$11K 117 +1 +0.9%
RBC
1324
Roble Belko & Company
Pennsylvania
$10K 110
HI
1325
Human Investing
Oregon
$10K 105