PSX icon

Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLRA
851
Gerald L. Ray & Associates
Texas
$282K – – –
BP
852
Ballentine Partners
Massachusetts
$279K +$58.7K +697 +27%
CNB
853
Camden National Bank
Maine
$278K +$278K +3,359 New
BJL
854
Brighton Jones LLC
Washington
$278K +$278K +3,362 New
ATC
855
Argent Trust Co
Tennessee
$277K -$7.71K -93 -3%
DAS
856
Dynamic Advisor Solutions
Arizona
$276K +$8.43K +102 +3%
AIM
857
Allen Investment Management
New York
$275K +$579 +7 +0.2%
BCM
858
Brookstone Capital Management
Illinois
$274K -$47.8K -577 -15%
SWK
859
Stephen W. Kidder
$273K – – –
GS
860
Girard Securities
California
$273K +$29.5K +356 +12%
SAM
861
Summit Asset Management
Tennessee
$272K +$83 +1 +0%
GP
862
Girard Partners
Pennsylvania
$271K +$1.9K +23 +0.7%
SCM
863
SKBA Capital Management
California
$269K -$4.14K -50 -2%
CC
864
Cadinha & Co
Hawaii
$269K – – –
TC
865
Trust Company
Kansas
$269K +$2.07K +25 +0.8%
IAA
866
Independent Advisor Alliance
North Carolina
$268K -$23.9K -289 -8%
ZIC
867
ZWJ Investment Counsel
Georgia
$267K -$42.9K -519 -14%
IWA
868
Inspirion Wealth Advisors
Illinois
$267K – – –
CA
869
CapWealth Advisors
Tennessee
$266K -$52.7K -637 -17%
GXMC
870
Global X Management Company
New York
$266K +$41.5K +502 +18%
SLF
871
Sun Life Financial
Ontario, Canada
$266K +$264K +3,200 +16,842%
Grantham, Mayo, Van Otterloo & Co (GMO)
872
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$265K -$108K -1,300 -29%
WA
873
WP Advisors
California
$265K -$27.1K -327 -9%
DAC
874
Dividend Assets Capital
South Carolina
$265K -$4.13K -50 -2%
Kovitz Investment Group Partners
875
Kovitz Investment Group Partners
Illinois
$265K – – –
33 34
35
36 37