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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
FNT
501
First Nebraska Trust
Nebraska
$1.04M +$1.11M +17,689 New
MIM
502
Marco Investment Management
Georgia
$1.04M +$1.11M +17,601 New
AAM
503
Auxier Asset Management
Oregon
$1.03M +$1.1M +17,477 New
IB
504
Intrust Bank
Kansas
$1.03M +$1.1M +17,431 New
BFA
505
Bragg Financial Advisors
North Carolina
$1.03M +$1.09M +17,410 New
WAM
506
Wallington Asset Management
Indiana
$1.02M +$1.09M +17,324 New
SFS
507
Strategic Financial Services
New York
$1.02M +$1.09M +17,297 New
CCMINC
508
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.01M +$1.07M +17,078 New
FTC
509
Farmers Trust Company
Ohio
$1M +$1.07M +17,070 New
ICOA
510
Investment Centers of America
North Dakota
$1M +$1.07M +17,012 New
OMCS
511
Old Mutual Customised Solutions
South Africa
$999K +$1.07M +16,950 New
HHC
512
Hutchin Hill Capital
New York
$996K +$1.06M +16,900 New
CAN
513
Cetera Advisor Networks
California
$985K +$1.05M +16,669 New
EWA
514
Exencial Wealth Advisors
Oklahoma
$977K +$1.04M +16,541 New
GJIC
515
Gamble Jones Investment Counsel
California
$967K +$1.03M +16,407 New
BAM
516
Burnham Asset Management
New York
$966K +$1.03M +16,398 New
Fuller & Thaler Asset Management
517
Fuller & Thaler Asset Management
California
$966K +$1.03M +16,400 New
WF
518
Welch & Forbes
Massachusetts
$950K +$1.01M +16,114 New
SIC
519
Salem Investment Counselors
North Carolina
$940K +$1M +15,952 New
AB
520
Amalgamated Bank
New York
$934K +$996K +15,859 New
PFS
521
Penseco Financial Services
Pennsylvania
$927K +$989K +15,737 New
GW
522
GW & Wade
Massachusetts
$927K +$989K +15,742 New
MSS
523
Mitchell Sinkler & Starr
Pennsylvania
$920K +$982K +15,630 New
CA
524
CapWealth Advisors
Tennessee
$919K +$980K +15,592 New
CIM
525
CIM Investment Management
Pennsylvania
$918K +$979K +15,576 New
19 20
21
22 23

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.