PSX icon

Phillips 66

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
Name Holding Trade Value Shares
Change
Shares
Change %
FFSOTS
651
Fiduciary Financial Services of The Southwest
Texas
$651K -$15.5K -192 -2%
AFIA
652
America First Investment Advisors
Nebraska
$651K
DWT
653
Dorsey & Whitney Trust
South Dakota
$643K -$88.8K -1,103 -12%
CCMD
654
Cypress Capital Management (Delaware)
Delaware
$639K -$12.1K -150 -2%
P
655
Pitcairn
Pennsylvania
$636K -$1.53K -19 -0.2%
KS
656
Karpas Strategies
Connecticut
$636K
SAM
657
SignalPoint Asset Management
Missouri
$633K +$52.5K +651 +9%
CCM
658
Covington Capital Management
California
$626K +$17.8K +221 +3%
AAA
659
Adams Asset Advisors
Texas
$623K
CAM
660
Columbia Asset Management
Michigan
$621K -$188K -2,335 -23%
Dodge & Cox
661
Dodge & Cox
California
$618K
WIP
662
Wellesley Investment Partners
Massachusetts
$612K +$127K +1,581 +26%
PL
663
Perpetual Ltd
Australia
$610K -$800K -9,922 -57%
AAM
664
Azzad Asset Management
Virginia
$607K +$53.9K +669 +10%
WA
665
WBH Advisory
Maryland
$604K
TAM
666
Tocqueville Asset Management
New York
$602K -$76.9K -955 -11%
BDF
667
Balasa Dinverno & Foltz
$597K +$5.32K +66 +0.9%
SYBT
668
Stock Yards Bank & Trust
Kentucky
$597K +$141K +1,750 +31%
SKK
669
Shepherd Kaplan Krochuk
Massachusetts
$593K +$226K +2,800 +61%
VC
670
Vicus Capital
Pennsylvania
$591K -$354K -4,397 -37%
NFG
671
Next Financial Group
Texas
$581K +$358K +4,446 +161%
HH
672
Hilltop Holdings
Texas
$574K -$23.7K -294 -4%
GWCM
673
Godshalk Welsh Capital Management
Pennsylvania
$574K
NCMW
674
Northern Capital Management (Wisconsin)
Wisconsin
$572K +$70.5K +875 +14%
BA
675
Bennicas & Associates
California
$569K -$16.1K -200 -3%