PSX icon

Phillips 66
PSX

Overview Fund Activity

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$169M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$154M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$74.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$52.8M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$52.1M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
-$213M
2
Boston Partners
Boston Partners
Massachusetts
-$167M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$91.6M
4
Wells Fargo
Wells Fargo
California
-$60.2M
5
RCM
Riverhead Capital Management
Delaware
-$54.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
576
Boyd Watterson Asset Management
Ohio
$912K +$76.8K +954 +9%
WSCM
577
Wellington Shields Capital Management
New York
$909K -$765K -9,505 -46%
VNA
578
Valley National Advisers
Pennsylvania
$887K -$1.77K -22 -0.2%
CBTWT
579
Community Bank & Trust (Waco, Texas)
Texas
$883K – – –
CC
580
ClearArc Capital
Ohio
$879K -$36.9K -458 -4%
LNWWM
581
Laird Norton Wetherby Wealth Management
California
$877K +$25.8K +320 +3%
IWM
582
Integrated Wealth Management
California
$871K +$23.4K +290 +3%
GJIC
583
Gamble Jones Investment Counsel
California
$863K -$5.56K -69 -0.6%
AP
584
AHL Partners
United Kingdom
$863K +$47.2K +586 +6%
VDI
585
Vaughan David Investments
Illinois
$856K +$145K +1,800 +20%
NBC
586
Neuberger Berman Canada
Ontario, Canada
$856K +$856K +10,630 New
CA
587
Cetera Advisors
Colorado
$851K +$51.7K +646 +6%
WC
588
Wexford Capital
Florida
$851K +$131K +1,633 +18%
EOJOAM
589
E. Ohman J:or Asset Management
Sweden
$846K – – –
FWM
590
Frontier Wealth Management
Missouri
$843K -$15.4K -191 -2%
Wealth Enhancement Advisory Services
591
Wealth Enhancement Advisory Services
Minnesota
$840K +$840K +10,359 New
AP
592
Advisor Partners
California
$838K -$82.9K -1,029 -9%
BBHC
593
Brown Brothers Harriman & Co
New York
$830K -$335K -4,152 -29%
AAIM
594
American Assets Investment Management
California
$826K +$20.9K +260 +3%
CCM
595
Compton Capital Management
Rhode Island
$826K +$411K +5,138 +99%
TCOT
596
Trust Company of Toledo
Ohio
$823K -$39.3K -488 -5%
SBIA
597
Sheaff Brock Investment Advisors
Indiana
$817K -$155K -1,919 -16%
FMT
598
First Mercantile Trust
Tennessee
$814K -$32.2K -400 -4%
SSB
599
Sandy Spring Bank
Maryland
$813K -$7.41K -92 -0.9%
RIM
600
Regent Investment Management
Kentucky
$811K – – –
22 23
24
25 26