PSX icon

Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IG
426
ING Group
Netherlands
$1.86M +$747K +9,041 +67%
NA
427
NewEdge Advisors
Louisiana
$1.84M +$279K +3,382 +18%
CFP
428
Cornerstone Financial Partners
North Carolina
$1.83M -$168K -2,037 -8%
TCM
429
Tradition Capital Management
New Jersey
$1.82M +$24.7K +299 +1%
AHC
430
Adell Harriman & Carpenter
Texas
$1.8M -$140K -1,694 -7%
SFSIG
431
San Francisco Sentry Investment Group
California
$1.79M +$213K +2,578 +14%
AL
432
Airain Ltd
Guernsey
$1.75M +$1.75M +21,129 New
RIL
433
Rothschild Investment LLC
Illinois
$1.74M +$8.27K +100 +0.5%
PAM
434
Panagora Asset Management
Massachusetts
$1.73M -$246K -2,972 -12%
CAM
435
Carret Asset Management
New York
$1.73M +$322K +3,890 +23%
HFS
436
HL Financial Services
Kentucky
$1.71M -$12.1K -146 -0.7%
BPM
437
Bowling Portfolio Management
Ohio
$1.71M -$3.39K -41 -0.2%
SFG
438
SevenBridge Financial Group
Pennsylvania
$1.7M +$81.2K +982 +5%
BC
439
Burney Company
Virginia
$1.69M -$137K -1,675 -7%
BIC
440
Beach Investment Counsel
Pennsylvania
$1.69M – – –
PWAP
441
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.69M +$198K +2,396 +13%
WA
442
Wheatland Advisors
Pennsylvania
$1.68M -$72.3K -874 -4%
HIM
443
Harbour Investment Management
Washington
$1.67M -$7.44K -90 -0.4%
SWP
444
Stratos Wealth Partners
Ohio
$1.66M +$19.4K +234 +1%
ECM
445
Everence Capital Management
Indiana
$1.66M +$714K +8,640 +76%
SCM
446
Sterling Capital Management
North Carolina
$1.66M -$6.62K -80 -0.4%
FIM
447
Fernwood Investment Management
Massachusetts
$1.65M +$8.27K +100 +0.5%
LIA
448
LS Investment Advisors
Michigan
$1.65M +$32.3K +391 +2%
TCM
449
TVR Capital Management
Connecticut
$1.65M +$1.65M +20,000 New
CI
450
Conning Inc
Connecticut
$1.65M -$13.9K -168 -0.8%
16 17
18
19 20