PSX icon

Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$309M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$146M
5
Wells Fargo
Wells Fargo
California
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
JHIU
Janus Henderson Investors US
Colorado
-$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
5
TCIM
TIAA CREF Investment Management
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
776
Ronald Blue & Co
Georgia
$352K -$628 -8 -0.2%
LPC
777
Loeb Partners Corp
New York
$351K – – –
PAM
778
Private Asset Management
California
$348K -$2.36K -30 -0.7%
RC
779
Roundview Capital
New Jersey
$346K +$346K +4,402 New
SFT
780
Simmons First Trust
Arkansas
$343K – – –
FMWA
781
Forvis Mazars Wealth Advisors
Missouri
$341K +$341K +4,334 New
PTC
782
Private Trust Company
Ohio
$340K -$68.7K -875 -17%
SG
783
Somerset Group
Minnesota
$340K – – –
Group One Trading
784
Group One Trading
Illinois
$339K -$113K -1,434 -25%
SFA
785
Sequoia Financial Advisors
Ohio
$335K +$90.2K +1,148 +37%
LCM
786
LVM Capital Management
Michigan
$334K -$3.93K -50 -1%
LBC
787
Lowe Brockenbrough & Co
Virginia
$331K – – –
WEC
788
Winslow Evans & Crocker
Massachusetts
$330K – – –
EM
789
Excalibur Management
Massachusetts
$329K -$6.68K -85 -2%
RGC
790
Roberts, Glore & Co
Illinois
$329K -$3.93K -50 -1%
GAM
791
Gotham Asset Management
New York
$327K -$1.26K -16 -0.4%
BWP
792
Baldwin Wealth Partners
Massachusetts
$324K -$12.1K -154 -4%
W
793
Wealthfront
California
$324K +$130K +1,654 +67%
FMT
794
First Mercantile Trust
Tennessee
$322K – – –
FWP
795
FAS Wealth Partners
Kansas
$320K +$1.02K +13 +0.3%
PFSC
796
Peoples Financial Services Corp
Pennsylvania
$320K +$107K +1,365 +51%
FFC
797
First Financial Corp
Indiana
$320K +$205K +2,602 +177%
BIM
798
Baldwin Investment Management
Pennsylvania
$318K – – –
LH
799
Lebenthal Holdings
New York
$318K +$318K +4,051 New
WA
800
WFG Advisors
Texas
$317K -$128K -1,632 -29%
30 31
32
33 34