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Phillips 66
PSX

935 hedge funds and large institutions have $24.8B invested in Phillips 66 in 2013 Q2 according to their latest regulatory filings, with 935 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $534M | Put options by funds: $235M

68.07% more ownership

Funds ownership: 0% → 68.07% (+68%)

Holders
935
Holders Change
+935
Holders Change %
–
% of All Funds
30.51%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
935
Increased
–
Reduced
–
Closed
–
Calls
$534M
Puts
$235M
Net Calls
+$299M
Net Calls Change
+$299M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
876
Integrated Wealth Counsel
California
$41K +$44K +700 New
FANJ
877
Financial Architects (New Jersey)
New Jersey
$39K +$41.1K +654 New
HCM
878
Highlander Capital Management
New Jersey
$38.6K +$41.2K +656 New
RFA
879
Reilly Financial Advisors
California
$38K +$41.6K +662 New
MFBTD
880
MB Financial Bank - Trust Department
Illinois
$37K +$39.5K +628 New
DAM
881
Delta Asset Management
Tennessee
$36K +$38.1K +607 New
S
882
SignatureFD
Georgia
$35K +$36.9K +587 New
HI
883
Hudock Inc
Pennsylvania
$34K +$36.5K +581 New
WA
884
WealthTrust-Arizona
Arizona
$32K +$34.6K +550 New
TRCT
885
Tower Research Capital (TRC)
New York
$31K +$32.8K +522 New
HTA
886
Haber Trilix Advisors
Massachusetts
$29K +$31K +493 New
MBT
887
Monroe Bank & Trust
Michigan
$29K +$31.3K +498 New
SFPIA
888
Stevens First Principles Investment Advisors
California
$29K +$31.4K +500 New
AWMS
889
Advocacy Wealth Management Services
Georgia
$28K +$29.5K +470 New
SMA
890
Simply Money Advisors
Ohio
$25K +$26.8K +426 New
JFA
891
JNBA Financial Advisors
Minnesota
$24K +$25.7K +409 New
YL
892
YCG LLC
Texas
$22K +$23.6K +375 New
OSNBOA
893
Old Second National Bank of Aurora
Illinois
$21K +$22K +350 New
ECM
894
Endex Capital Management
Kansas
$21K +$22.1K +352 New
CAM
895
ClariVest Asset Management
California
$19K +$20K +318 New
GI
896
Gradient Investments
Minnesota
$19K +$20.1K +320 New
HRIA
897
Haberer Registered Investment Advisor
Ohio
$18K +$18.9K +300 New
OCM
898
Osterweis Capital Management
California
$18K +$19.7K +313 New
MWP
899
MYCIO Wealth Partners
Pennsylvania
$17K +$17.7K +281 New
SHWM
900
Smith & Howard Wealth Management
Georgia
$16K +$16.7K +266 New
34 35
36
37 38

PSX Hedge Fund Activity: Q2 2013 in Review

935 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2013, worth a combined $24.8B.

Buyers outnumbered sellers: 935 funds opened new PSX positions and 0 closed out — a net gain of 935 holders — while 0 added to existing stakes and 0 trimmed.

  • 935 institutional investors held Phillips 66 (PSX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $24.8B of Phillips 66 stock for Q2 2013.
  • 935 funds opened new Phillips 66 positions in Q2 2013 and 0 closed out, a net change of +935 holders.

Based on aggregated 13F filings for Q2 2013.