PSX icon

Phillips 66
PSX

Overview Fund Activity

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
2
Goldman Sachs
Goldman Sachs
New York
$448M
3
AL
AJO LP
Pennsylvania
$100M
4
Bank of America
Bank of America
North Carolina
$457M
5
Two Sigma Investments
Two Sigma Investments
New York
$59.4M

Top Sellers

1
O
OppenheimerFunds
New York
$170M
2
NSLI
Nan Shan Life Insurance
Taiwan
$0
3
State Street
State Street
Massachusetts
$2.05B
4
CIC
Chilton Investment Company
Connecticut
$2.38M
5
BlackRock
BlackRock
New York
$2.52B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
801
Sage Capital Advisors
South Dakota
$373K – – –
RGC
802
Roberts, Glore & Co
Illinois
$372K -$6.86K -75 -2%
JC
803
Jacobs & Co
California
$372K – – –
FB
804
Fulton Bank
Pennsylvania
$372K +$34.6K +378 +10%
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$371K – – –
FI
806
FormulaFolio Investments
Michigan
$370K -$13.7K -149 -4%
FCBT
807
First Citizens Bank & Trust
North Carolina
$367K -$141K -1,542 -28%
BSW
808
Buckingham Strategic Wealth
Missouri
$367K +$7.05K +77 +2%
PWP
809
Private Wealth Partners
California
$366K -$142K -1,553 -28%
WSTAM
810
Wilbanks Smith & Thomas Asset Management
Virginia
$366K +$29.8K +325 +9%
ECM
811
Estabrook Capital Management
New York
$365K – – –
BFC
812
Blue Fin Capital
Rhode Island
$365K -$39.4K -431 -10%
FSA
813
Franklin Street Advisors
North Carolina
$363K -$5.13K -56 -1%
PIA
814
Peachtree Investment Advisors
Georgia
$363K – – –
LPIC
815
LeJeune Puetz Investment Counsel
Michigan
$357K – – –
NPC
816
National Planning Corporation
California
$355K +$20.4K +222 +6%
IAA
817
Independent Advisor Alliance
North Carolina
$355K +$52.2K +559 +17%
MCM
818
Maryland Capital Management
Maryland
$354K -$7.52K -82 -2%
CAM
819
Columbia Asset Management
Michigan
$354K – – –
EM
820
Excalibur Management
Massachusetts
$352K -$2.29K -25 -0.6%
TIA
821
Tiemann Investment Advisors
California
$351K – – –
PI
822
Parkside Investments
Illinois
$348K +$348K +3,800 New
BFIM
823
Beese Fulmer Investment Management
Ohio
$347K -$1.46K -16 -0.4%
HB
824
Homrich & Berg
Georgia
$346K -$20K -218 -5%
JIC
825
Joel Isaacson & Co
New York
$346K -$4.31K -47 -1%
31 32
33
34 35