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Phillips 66

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
1326
Pinnacle Advisory Group
Maryland
-$238K -2,348 Closed
DT
1327
Diversified Trust
Tennessee
-$226K -2,230 Closed
FA
1328
FMA Advisory
Pennsylvania
-$225K -2,228 Closed
SFG
1329
Summit Financial Group
West Virginia
-$223K -2,206 Closed
SCA
1330
Secor Capital Advisors
New York
-$223K -2,203 Closed
AI
1331
Accredited Investors
Minnesota
-$219K -2,166 Closed
EGA
1332
Eagle Global Advisors
Texas
-$213K -2,109 Closed
SIC
1333
SFE Investment Counsel
California
-$212K -2,100 Closed
RG
1334
Renaissance Group
Kentucky
-$211K -2,084 Closed
MWM
1335
Modera Wealth Management
New Jersey
-$205K -2,027 Closed
AIA
1336
Arbor Investment Advisors
North Carolina
-$203K -2,004 Closed
SIC
1337
Schwartz Investment Counsel
Michigan
-$202K -2,000 Closed
HCMT
1338
Highland Capital Management (Texas)
Texas
-$202K -2,000 Closed
PCM
1339
Prelude Capital Management
New York
-$202K -2,000 Closed
GC
1340
Gilbert & Cook
Iowa
-$200K -1,975 Closed
GRQ
1341
Gardner Russo & Quinn
Pennsylvania
-$179K -1,770 Closed
DAM
1342
Diamant Asset Management
Connecticut
-$173 -1,709 Closed
WA
1343
Winfield Associates
Ohio
-$168K -1,655 Closed
UOTTAIMCU
1344
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$156K -1,547 Closed
FDS
1345
First Dallas Securities
Texas
-$143K -1,415 Closed
AFNAS
1346
American Financial Network Advisory Services
California
-$88K -871 Closed
LC
1347
Landaas & Company
Wisconsin
-$60K -589 Closed
OWA
1348
One Wealth Advisors
California
-$57K -559 Closed
GBT
1349
Grove Bank & Trust
Florida
-$57K -559 Closed
DCM
1350
Delpha Capital Management
New York
-$48K -475 Closed