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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 %
WCM
1426
WealthBridge Capital Management
Ohio
-955 Closed
AWM
1427
Aevitas Wealth Management
Massachusetts
-825 Closed
KPW
1428
Kore Private Wealth
New York
-743 Closed
AA
1429
Advisory Alpha
Michigan
-703 Closed
DBT
1430
Dubuque Bank & Trust
Iowa
-676 Closed
LFA
1431
Legacy Financial Advisors
Kentucky
-672 Closed
PGAM
1432
Princeton Global Asset Management
New Jersey
-600 Closed
MNBTD
1433
Moody National Bank Trust Division
Texas
-599 Closed
HCA
1434
Horan Capital Advisors
Ohio
-524 Closed
PCA
1435
Peddock Capital Advisors
Massachusetts
-400 Closed
CHP
1436
Cable Hill Partners
Oregon
-381 Closed
MSA
1437
Marino Stram & Associates
Massachusetts
-371 Closed
WAS
1438
WESPAC Advisors SoCal
California
-300 Closed
PWM
1439
PRW Wealth Management
Massachusetts
-289 Closed
NWM
1440
Northwest Wealth Management
Iowa
-258 Closed
AIA
1441
Alera Investment Advisors
Illinois
-240 Closed
WAM
1442
Wakefield Asset Management
Colorado
-234 Closed
SPL
1443
Smart Portfolios LLC
Washington
-232 Closed
KL
1444
KWMG LLC
Kansas
-191 Closed
OFW
1445
Omnia Family Wealth
Florida
-150 Closed
BWP
1446
Baldwin Wealth Partners
Massachusetts
-142 Closed
BMM
1447
Buffington Mohr McNeal
Idaho
-107 Closed
Loomis, Sayles & Company
1448
Loomis, Sayles & Company
Massachusetts
-101 Closed
JIP
1449
JBJ Investment Partners
South Carolina
-98 Closed
ST
1450
Sageworth Trust
Pennsylvania
-58 Closed