PSX icon

Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSP
501
Sapphire Star Partners
Washington
$1.22M -$31.7K -400 -3%
MML Investors Services
502
MML Investors Services
Massachusetts
$1.22M +$1.22M +15,357 New
ST
503
Somerset Trust
Pennsylvania
$1.22M +$25.1K +317 +2%
HFM
504
Hartford Financial Management
Connecticut
$1.21M -$3.96K -50 -0.3%
TIA
505
Trust Investment Advisors
Indiana
$1.2M +$39.6K +500 +3%
LCM
506
Leisure Capital Management
California
$1.2M -$10.5K -133 -0.9%
LFAS
507
Level Four Advisory Services
Texas
$1.19M -$53.5K -686 -4%
SIC
508
Salem Investment Counselors
North Carolina
$1.19M +$107K +1,348 +10%
Two Sigma Advisers
509
Two Sigma Advisers
New York
$1.19M +$1.19M +15,017 New
HIH
510
HRS Investment Holdings
New York
$1.19M – – –
VRS
511
Virginia Retirement Systems
Virginia
$1.18M -$639K -8,060 -35%
ZCM
512
Zebra Capital Management
Connecticut
$1.18M -$37.7K -476 -3%
BAS
513
Brown Advisory Securities
Maryland
$1.18M +$197K +2,481 +20%
CSIC
514
Clifford Swan Investment Counsel
California
$1.16M -$8.16K -103 -0.7%
SLI
515
Sumitomo Life Insurance
Japan
$1.15M -$71.6K -904 -6%
WA1
516
Wimmer Associates 1
California
$1.15M -$58.9K -743 -5%
SYBT
517
Stock Yards Bank & Trust
Kentucky
$1.14M +$29.2K +368 +3%
Mariner
518
Mariner
Kansas
$1.14M -$39.3K -496 -3%
HT
519
Heritage Trust
Oklahoma
$1.14M +$1.14M +14,357 New
LNC
520
Lincoln National Corp
Pennsylvania
$1.13M +$50.3K +635 +5%
FM
521
Forward Management
California
$1.12M -$58.3K -736 -5%
AAIM
522
American Assets Investment Management
California
$1.12M +$309K +3,900 +38%
LPL Financial
523
LPL Financial
California
$1.12M +$292K +3,728 +35%
HT
524
HAP Trading
New York
$1.12M +$1.12M +14,119 New
CAI
525
Capital Advisors Inc
Oklahoma
$1.11M +$153K +1,926 +16%
19 20
21
22 23