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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 %
TFGT
1326
TS Financial Group (TSFG)
Illinois
$21K +$21K +225 New
EARNEST Partners
1327
EARNEST Partners
Georgia
$20K
PWMG
1328
Prestige Wealth Management Group
New Jersey
$19K -$18.3K -193 -49%
BRC
1329
Bell Rock Capital
Delaware
$19K -$9.83K -104 -34%
SHJ
1330
Sharkey, Howes & Javer
Colorado
$19K -$4.28K -45 -18%
WCM
1331
Wealthcare Capital Management
Virginia
$19K
LIM
1332
Lagoda Investment Management
New York
$19K
LYV
1333
Live Your Vision
Pennsylvania
$19K +$97 +1 +0.5%
HCM
1334
Highlander Capital Management
New Jersey
$18K
KL
1335
KWMG LLC
Kansas
$18K +$94 +1 +0.5%
LWA
1336
Lenox Wealth Advisors
New York
$18K +$4.43K +46 +33%
VCM
1337
Vigilant Capital Management
Maine
$17K -$23.2K -250 -58%
CTB
1338
Country Trust Bank
Illinois
$17K -$6.41K -66 -27%
BCM
1339
Blume Capital Management
California
$17K
EWM
1340
Edge Wealth Management
New York
$17K +$96 +1 +0.6%
AWM
1341
Arbor Wealth Management
Florida
$17K +$4.27K +45 +34%
GWMIA
1342
Global Wealth Management Investment Advisory
Florida
$16K
LPWM
1343
Lake Point Wealth Management
Texas
$16K
SCA
1344
Stuart Chaussee & Associates
California
$16K
TCM
1345
TD Capital Management
Tennessee
$15K
NCM
1346
New Capital Management
Texas
$15K
BWP
1347
Baldwin Wealth Partners
Massachusetts
$14K -$372K -3,770 -96%
OFW
1348
Omnia Family Wealth
Florida
$14K +$11K +118 +369%
KPCM
1349
Kings Point Capital Management
New York
$13K
LFG
1350
Larson Financial Group
Missouri
$13K +$96 +1 +0.7%