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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 %
PFO
1301
Pathstone Family Office
New Jersey
$38K -$36.5K -359 -49%
RA
1302
Rational Advisors
New York
$38K +$11.1K +109 +41%
MAU
1303
MRA Associates USA
Arizona
$37.8K +$37.8K +369 New
TF
1304
TimeScale Financial
Massachusetts
$37K -$3.06K -30 -8%
SLF
1305
Sun Life Financial
Ontario, Canada
$37K +$2.43K +24 +7%
PFGIA
1306
Patriot Financial Group Insurance Agency
Massachusetts
$35K
TF
1307
Tompkins Financial
New York
$35K
HGWM
1308
Harvest Group Wealth Management
Massachusetts
$34K +$307 +3 +0.9%
CT
1309
Clearstead Trust
Maine
$33K
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$33K +$303 +3 +0.9%
HS
1311
Horan Securities
United States
$31K +$204 +2 +0.7%
NIT
1312
NumerixS Investment Technologies
British Columbia, Canada
$31K +$31K +300 New
TCM
1313
Tradewinds Capital Management
Washington
$29K
QCIG
1314
Quad-Cities Investment Group
Iowa
$27K
AM
1315
Atwater Malick
Pennsylvania
$27K +$27K +268 New
OSNBOA
1316
Old Second National Bank of Aurora
Illinois
$26K
KTC
1317
Kistler-Tiffany Companies
Pennsylvania
$26K
FFW
1318
Fusion Family Wealth
New York
$26K
LF
1319
Lee Financial
Texas
$24K
LFG
1320
LifePlan Financial Group
Ohio
$24K
RTC
1321
Riverview Trust Company
Washington
$24K
TFGT
1322
TS Financial Group (TSFG)
Illinois
$23K
EARNEST Partners
1323
EARNEST Partners
Georgia
$22K
EI
1324
Ellevest Inc
New York
$22K +$2.39K +23 +12%
TCM
1325
TD Capital Management
Tennessee
$22K +$5.66K +54 +35%