PSX icon

Phillips 66

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M
Name Market Value Shares Shares
Change
Shares
Change %
HRIA
926
Haberer Registered Investment Advisor
Ohio
$159K 1,975 +1,725 +690%
FNBSF
927
First National Bank Sioux Falls
South Dakota
$157K 1,955
VCM
928
Vigilant Capital Management
Maine
$154K 1,919 +250 +15%
M
929
MOTCO
Texas
$142K 1,767
BAM
930
Barrett Asset Management
New York
$138K 1,712
EWM
931
Edge Wealth Management
New York
$137K 1,704 +1 +0.1%
TCOV
932
Trust Company of Vermont
Vermont
$136K 1,692
EFSCE
933
Enterprise Financial Services Corp (EFSC)
Missouri
$134K 1,659
ZTNA
934
Zions Trust National Association
Utah
$132K 1,650
FFC
935
First Financial Corp
Indiana
$126K 1,568
JWM
936
Jacobus Wealth Management
Wisconsin
$125K 1,557 -885 -36%
FMP
937
Financial Management Professionals
Texas
$125K 1,562
JIR
938
James Investment Research
Ohio
$118K 1,468 +340 +30%
MAM
939
Mizuho Asset Management
Japan
$116K 1,446 +249 +21%
LWCFA
940
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K 1,427 -99 -6%
BEAM
941
Baker Ellis Asset Management
Washington
$111K 1,385 +1,385 New
DAM
942
Delta Asset Management
Tennessee
$109K 1,356 -10 -0.7%
HR
943
Howe & Rusling
New York
$108K 1,340 -194 -13%
PMFA
944
Plante Moran Financial Advisors
Michigan
$108K 1,345 +587 +77%
WIL
945
Winifred I. Li
$106K 1,317 -522 -28%
KTC
946
Kistler-Tiffany Companies
Pennsylvania
$103K 1,286
GAM
947
Gemmer Asset Management
California
$103K 1,284
MSFP
948
Mark Sheptoff Financial Planning
Connecticut
$100K 1,237 -250 -17%
VIA
949
Vantage Investment Advisors
Pennsylvania
$96K 1,188 +1,088 +1,088%
WC
950
Whitnell & Co
Illinois
$95K 1,185 +1 +0.1%