We are live on ! Find out more
PSX icon

Phillips 66
PSX

935 hedge funds and large institutions have $24.8B invested in Phillips 66 in 2013 Q2 according to their latest regulatory filings, with 935 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $534M | Put options by funds: $235M

68.07% more ownership

Funds ownership: 0% → 68.07% (+68%)

Holders
935
Holders Change
+935
Holders Change %
–
% of All Funds
30.51%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
935
Increased
–
Reduced
–
Closed
–
Calls
$534M
Puts
$235M
Net Calls
+$299M
Net Calls Change
+$299M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
401
Alley Company
Illinois
$1.91M +$2.04M +32,400 New
BG
402
Bollard Group
Massachusetts
$1.91M +$2.04M +32,411 New
ARC
403
Absolute Return Capital
Massachusetts
$1.87M +$2M +31,760 New
Cambridge Investment Research Advisors
404
Cambridge Investment Research Advisors
Iowa
$1.84M +$1.97M +31,293 New
TCP
405
TAMRO Capital Partners
Virginia
$1.83M +$1.95M +31,033 New
CPSAC
406
Chas P. Smith & Associates (CPS)
Florida
$1.82M +$1.94M +30,922 New
AL
407
Agran Libbie
California
$1.8M +$1.92M +30,582 New
BOH
408
Bank of Hawaii
Hawaii
$1.8M +$1.92M +30,537 New
PIA
409
Piedmont Investment Advisors
North Carolina
$1.8M +$1.91M +30,473 New
CFB
410
Cullen/Frost Bankers
Texas
$1.78M +$1.9M +30,217 New
CAM
411
Carret Asset Management
New York
$1.78M +$1.9M +30,219 New
TWI
412
Thomas White International
Illinois
$1.77M +$1.89M +30,043 New
Flossbach Von Storch
413
Flossbach Von Storch
Germany
$1.77M +$1.89M +30,000 New
FVCM
414
F&V Capital Management
Florida
$1.76M +$1.88M +29,940 New
FCI
415
Financial Counselors Inc
Kansas
$1.75M +$1.87M +29,727 New
Janney Montgomery Scott
416
Janney Montgomery Scott
Pennsylvania
$1.75M +$1.87M +29,715 New
LMGAM
417
Liberty Mutual Group Asset Management
Massachusetts
$1.74M +$1.86M +29,563 New
BIC
418
Beach Investment Counsel
Pennsylvania
$1.74M +$1.85M +29,495 New
SSI
419
Scott & Selber Inc
Texas
$1.72M +$1.83M +29,197 New
LMAM
420
Legg Mason Asset Management
Japan
$1.72M +$1.83M +29,150 New
SCM
421
SKBA Capital Management
California
$1.7M +$1.81M +28,856 New
VCAM
422
Valentine Capital Asset Management
California
$1.68M +$1.79M +28,477 New
DY
423
Dowling & Yahnke
California
$1.68M +$1.79M +28,438 New
DI
424
Dalton Investments
Nevada
$1.67M +$1.78M +28,294 New
DnB Asset Management
425
DnB Asset Management
Norway
$1.65M +$1.76M +28,073 New
15 16
17
18 19

PSX Hedge Fund Activity: Q2 2013 in Review

935 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2013, worth a combined $24.8B.

Buyers outnumbered sellers: 935 funds opened new PSX positions and 0 closed out — a net gain of 935 holders — while 0 added to existing stakes and 0 trimmed.

  • 935 institutional investors held Phillips 66 (PSX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $24.8B of Phillips 66 stock for Q2 2013.
  • 935 funds opened new Phillips 66 positions in Q2 2013 and 0 closed out, a net change of +935 holders.

Based on aggregated 13F filings for Q2 2013.