PSX icon

Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
Group One Trading
626
Group One Trading
Illinois
$793K +$793K +9,865 New
AAM
627
AR Asset Management
California
$792K
HDIM
628
Hanson & Doremus Investment Management
Vermont
$790K -$44.4K -552 -5%
SNT
629
Security National Trust
West Virginia
$789K -$28.6K -355 -3%
CCFCSB
630
Cape Cod Five Cents Savings Bank
Massachusetts
$778K
FT
631
Fiduciary Trust
Massachusetts
$772K -$21.3K -265 -3%
SA
632
Strategic Advisors
New York
$767K -$28.2K -350 -4%
Axa
633
Axa
France
$765K -$151K -1,874 -16%
BHWM
634
Bar Harbor Wealth Management
New Hampshire
$765K +$10.9K +136 +1%
ANTB
635
AMG National Trust Bank
Colorado
$760K
WFM
636
Wilmington Funds Management
Delaware
$758K -$129K -1,600 -15%
BSWMG
637
Barrington Strategic Wealth Management Group
Illinois
$755K +$12.5K +156 +2%
MMCM
638
Marque Millennium Capital Management
New York
$749K
FMT
639
First Mercantile Trust
Tennessee
$728K
WSCM
640
Wellington Shields Capital Management
New York
$726K -$44.2K -550 -6%
BBHC
641
Brown Brothers Harriman & Co
New York
$720K +$26K +323 +4%
NSIM
642
North Star Investment Management
Illinois
$719K +$32.2K +400 +5%
TAM
643
Tocqueville Asset Management
New York
$717K -$6.11K -76 -0.8%
PHIMC
644
Private Harbour Investment Management & Counsel
Ohio
$714K +$2.33K +29 +0.3%
HIM
645
Hermes Investment Management
United Kingdom
$710K
BA
646
Bennicas & Associates
California
$705K
FFSOTS
647
Fiduciary Financial Services of The Southwest
Texas
$704K -$5.71K -71 -0.8%
AW
648
Alpha Windward
Massachusetts
$702K -$62.5K -776 -8%
TCA
649
Tortoise Capital Advisors
Kansas
$700K +$498K +6,192 +247%
LNWWM
650
Laird Norton Wetherby Wealth Management
California
$698K -$38.3K -476 -5%