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
DA
551
Denali Advisors
California
$813K +$867K +13,800 New
GAM
552
Gotham Asset Management
New York
$812K +$867K +13,791 New
HAIM
553
Hunter Associates Investment Management
Pennsylvania
$806K +$860K +13,680 New
TNBTD
554
Trustmark National Bank Trust Department
Mississippi
$798K +$851K +13,540 New
SFSIG
555
San Francisco Sentry Investment Group
California
$789K +$842K +13,395 New
DS
556
DRW Securities
Illinois
$788K +$841K +13,379 New
AMIM
557
Aull & Monroe Investment Management
Alabama
$787K +$840K +13,361 New
CTA
558
Chesley Taft & Associates
Illinois
$782K +$834K +13,279 New
CAI
559
Capital Advisors Inc
Oklahoma
$781K +$833K +13,262 New
TCOTO
560
Trust Company of the Ozarks
Missouri
$774K +$825K +13,135 New
HFS
561
HL Financial Services
Kentucky
$763K +$814K +12,949 New
RA
562
Rational Advisors
New York
$757K +$807K +12,850 New
BBI
563
Baxter Bros Inc
Connecticut
$756K +$806K +12,828 New
AL
564
AJO LP
Pennsylvania
$754K +$804K +12,800 New
EFS
565
Essex Financial Services
Connecticut
$741K +$790K +12,575 New
CCM
566
Copeland Capital Management
Pennsylvania
$740K +$790K +12,576 New
Mariner
567
Mariner
Kansas
$737K +$786K +12,503 New
CA
568
Cornerstone Advisors
North Carolina
$736K +$785K +12,487 New
MA
569
Montag & Associates
Georgia
$736K +$785K +12,493 New
ClearBridge Investments
570
ClearBridge Investments
New York
$734K +$783K +12,455 New
MCM
571
Manchester Capital Management
Vermont
$731K +$780K +12,414 New
AP
572
Advisor Partners
California
$729K +$777K +12,370 New
SAM
573
Symphony Asset Management
California
$727K +$776K +12,347 New
SAM
574
Silvercrest Asset Management
New York
$714K +$761K +12,115 New
WRM
575
Westport Resources Management
Connecticut
$701K +$748K +11,899 New
21 22
23
24 25

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.