PSX icon

Phillips 66
PSX

Overview Fund Activity

1,069 hedge funds and large institutions have $31.4B invested in Phillips 66 in 2015 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 383 increasing their positions, 424 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
28.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.65%
New
73
Increased
383
Reduced
424
Closed
55
Calls
$340M
Puts
$415M
Net Calls
-$74.6M
Net Calls Change
-$238M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$2.39B
2
GCM
2
Glenview Capital Management
New York
$147M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$368M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$663M

Top Sellers

1
BA
1
BlackRock Advisors
Delaware
$201M
2
WRF
2
Waddell & Reed Financial
Kansas
$779M
3
State Street
3
State Street
Massachusetts
$2.02B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$792M
5
BIT
5
BlackRock Institutional Trust
California
$1.13B
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
876
Quadrant Capital Group
Ohio
$229K +$229K +2,887 New
MWP
877
Moller Wealth Partners
$228K – – –
TC
878
Trust Company
Kansas
$227K +$137K +1,698 +152%
BWM
879
Braver Wealth Management
Massachusetts
$227K – – –
KL
880
KWMG LLC
Kansas
$226K -$1.21K -15 -0.5%
CFSG
881
Community Financial Services Group
Vermont
$225K -$1.13K -14 -0.5%
BIA
882
Barry Investment Advisors
Massachusetts
$225K -$564 -7 -0.2%
BAS
883
Brown Advisory Securities
Maryland
$225K +$225K +2,798 New
LIM
884
Loudon Investment Management
New Hampshire
$223K -$36.3K -450 -14%
NB
885
NBT Bank
New York
$223K -$15.4K -191 -6%
IIM
886
Ipswich Investment Management
Massachusetts
$223K – – –
BC
887
Banced Corp
Illinois
$220K -$3.54K -44 -2%
FB
888
Fulton Bank
Pennsylvania
$219K -$4.76K -59 -2%
RWA
889
Ropes Wealth Advisors
Massachusetts
$219K +$56.4K +700 +35%
ACM
890
Argent Capital Management
Missouri
$218K – – –
PSI
891
Pinnacle Summer Investments
Virginia
$216K -$2.49M -30,978 -92%
KA
892
Kovack Advisors
Florida
$216K -$8.06K -100 -4%
BFIM
893
Beese Fulmer Investment Management
Ohio
$215K – – –
PHIMC
894
Private Harbour Investment Management & Counsel
Ohio
$215K – – –
BMO
895
Beck Mack & Oliver
New York
$213K -$4.74K -59 -2%
IAM
896
Impax Asset Management
New Hampshire
$213K +$213K +2,639 New
HIC
897
Holderness Investments Company
North Carolina
$212K +$212K +2,631 New
BSW
898
Buckingham Strategic Wealth
Missouri
$211K -$7.18K -89 -3%
GW
899
GW & Wade
Massachusetts
$210K -$322 -4 -0.2%
TSW
900
Thompson Siegel & Walmsley
Virginia
$210K – – –
34 35
36
37 38