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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.

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 Market Value Shares Shares
Change
Shares
Change %
JWA
1326
JFS Wealth Advisors
Pennsylvania
$21K 202 -16 -7%
BRC
1327
Bell Rock Capital
Delaware
$21K 205 +1 +0.5%
RFWA
1328
RPg Family Wealth Advisory
Massachusetts
$20.5K 200 -62 -24%
TIM
1329
Tortoise Investment Management
New York
$20K 198 -500 -72%
HCM
1330
Highlander Capital Management
New Jersey
$20K 191
LIM
1331
Lagoda Investment Management
New York
$20K 197
PWMG
1332
Prestige Wealth Management Group
New Jersey
$20K 200
TAIM
1333
TD Ameritrade Investment Management
Nebraska
$19K 184 -245 -57%
CTB
1334
Country Trust Bank
Illinois
$18K 175
EWM
1335
Edge Wealth Management
New York
$18K 180 +1 +0.6%
NCM
1336
New Capital Management
Texas
$17K 162
BCM
1337
Blume Capital Management
California
$17K 175
SCA
1338
Stuart Chaussee & Associates
California
$17K 163
GWMIA
1339
Global Wealth Management Investment Advisory
Florida
$17K 166
AP
1340
Atwood & Palmer
Missouri
$17K 163
UB
1341
UMB Bank
Missouri
$16.8K 163,716 +17,335 +12%
GT
1342
Glenmede Trust
Pennsylvania
$16.3K 159,190 +9,308 +6%
GWAG
1343
Garrett Wealth Advisory Group
Texas
$15.1K 147 +147 New
Lazard Asset Management
1344
Lazard Asset Management
New York
$15K 152 -4,852 -97%
BL
1345
Balentine LLC
Georgia
$15K 144 +92 +177%
APSP
1346
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K 125
THWM
1347
Taylor Hoffman Wealth Management
Virginia
$13K 126
ANBT
1348
American National Bank & Trust
Texas
$13K 124 +74 +148%
KFS
1349
Kelly Financial Services
Massachusetts
$12.8K 125
VCM
1350
Vigilant Capital Management
Maine
$12K 113 -70 -38%