PSX icon

Phillips 66
PSX

Overview Fund Activity

1,017 hedge funds and large institutions have $30.8B invested in Phillips 66 in 2014 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 308 increasing their positions, 450 reducing their positions, and 61 closing their positions.

Holders
1,017
Holders Change
+17
Holders Change %
+1.7%
% of All Funds
29.39%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.55%
New
88
Increased
308
Reduced
450
Closed
61
Calls
$730M
Puts
$660M
Net Calls
+$70.2M
Net Calls Change
-$32.8M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$723M
2
Capital World Investors
2
Capital World Investors
California
$303M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$272M
4
Deutsche Bank
4
Deutsche Bank
Germany
$263M
5
Morgan Stanley
5
Morgan Stanley
New York
$337M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$751M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$788M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$647M
5
Invesco
5
Invesco
Georgia
$125M
Name Market Value Shares Shares
Change 		Shares
Change %
MI
251
Markston International
New York
$7.42M 96,296 -800 -0.8%
Teacher Retirement System of Texas
252
Teacher Retirement System of Texas
Texas
$7.39M 95,848 +74,179 +342%
OTPPB
253
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.38M 95,758 -23,965 -20%
LPL Financial
254
LPL Financial
California
$7.18M 93,118 -2,399 -3%
FIG
255
Fortress Investment Group
New York
$7.1M 92,073 +92,073 New
ARTA
256
A.R.T. Advisors
New York
$7.09M 91,995 -12,984 -12%
WAM
257
World Asset Management
Michigan
$7.04M 91,295 -12,351 -12%
PP
258
Patten & Patten
Tennessee
$7.03M 91,202 +922 +1%
Nomura Asset Management
259
Nomura Asset Management
Japan
$6.98M 90,438 -18,540 -17%
WB
260
WesBanco Bank
West Virginia
$6.74M 87,502 -317 -0.4%
CONA
261
Capital One National Association
New York
$6.72M 87,251 +16,760 +24%
BPM
262
Bowling Portfolio Management
Ohio
$6.69M 86,847 -977 -1%
SI
263
SII Investments
Wisconsin
$6.68M 90,985 -4,178 -4%
CTC
264
Central Trust Company
Missouri
$6.63M 86,039 +4,567 +6%
KT
265
Kanaly Trust
Texas
$6.56M 85,104 -922 -1%
HIMC
266
Heritage Investors Management Corp
Maryland
$6.52M 84,643 -1,276 -1%
BNP Paribas Asset Management
267
BNP Paribas Asset Management
France
$6.46M 83,884 +10,428 +14%
MAM
268
Meeder Asset Management
Ohio
$6.46M 83,790 – –
Janus Henderson Group
269
Janus Henderson Group
United Kingdom
$6.28M 81,472 +13,145 +19%
HNB
270
Huntington National Bank
Ohio
$6.28M 81,445 -9,959 -11%
HBWM
271
Hollow Brook Wealth Management
New York
$6.24M 80,929 -85,157 -51%
WAM
272
Wallington Asset Management
Indiana
$6.16M 79,900 +730 +0.9%
OC
273
Oppenheimer & Co
New York
$6.15M 79,831 -23,137 -22%
AT
274
Arvest Trust
Oklahoma
$6.09M 73,130 +1,149 +2%
NMERB
275
New Mexico Educational Retirement Board
New Mexico
$6.04M 78,428 +78,428 New
9 10
11
12 13