PSX icon

Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
826
Natixis
France
$292K +$292K +3,688 New
BCM
827
BTR Capital Management
California
$291K -$102K -1,284 -26%
SWM
828
Segment Wealth Management
Texas
$291K -$3.32K -42 -1%
SA
829
SpiderRock Advisors
Delaware
$290K – – –
KIA
830
KCM Investment Advisors
California
$289K – – –
PAM
831
Private Asset Management
California
$288K – – –
BHBT
832
Burke & Herbert Bank & Trust
Virginia
$288K – – –
WA
833
WealthTrust Axiom
Pennsylvania
$288K +$316 +4 +0.1%
BB
834
Bell Bank
North Dakota
$287K -$4.35K -55 -1%
BSW
835
Buckingham Strategic Wealth
Missouri
$286K +$14.8K +187 +5%
Mirae Asset Global Investments
836
Mirae Asset Global Investments
South Korea
$286K +$286K +3,606 New
TNB
837
Thomasville National Bank
Georgia
$286K +$286K +3,614 New
HB
838
Homrich & Berg
Georgia
$283K +$83.7K +1,056 +42%
CS
839
Comerica Securities
Michigan
$282K -$55.8K -704 -17%
Carson Wealth (CWM LLC)
840
Carson Wealth (CWM LLC)
Nebraska
$282K -$39.5K -499 -12%
WPC
841
Waters Parkerson & Co
Louisiana
$281K -$48.9K -617 -15%
HA
842
Harbor Advisors
Florida
$281K – – –
WA
843
WP Advisors
California
$280K +$27.1K +342 +11%
SCA
844
STALEY CAPITAL ADVISERS
Pennsylvania
$277K – – –
DLA
845
Douglas Lane & Associates
New York
$276K -$713 -9 -0.3%
CIA
846
Capital Investment Advisors
Georgia
$276K +$2.3K +29 +0.8%
WT
847
Washington Trust
Rhode Island
$275K +$21.8K +275 +9%
IAA
848
Independent Advisor Alliance
North Carolina
$274K +$13.5K +174 +5%
NL
849
NWAM LLC
Washington
$273K +$27.8K +350 +11%
ATC
850
Argent Trust Co
Tennessee
$272K +$2.14K +27 +0.8%
32 33
34
35 36