PSX icon

Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
First Eagle Investment Management
New York
+$309M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$236M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$213M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$146M
5
Wells Fargo
Wells Fargo
California
+$116M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$195M
2
JHIU
Janus Henderson Investors US
Colorado
-$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$101M
5
TCIM
TIAA CREF Investment Management
New York
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
951
Independent Portfolio Consultants
Florida
$97K -$15.2K -193 -14%
CAW
952
Cornerstone Advisors (Washington)
Washington
$94K +$5.67K +72 +6%
CWM
953
Cranbrook Wealth Management
Michigan
$88K +$394 +5 +0.4%
TC
954
Trust Company
Kansas
$88K +$88K +1,117 New
CGT
955
Capital Guardian Trust
California
$86K +$80.4K +1,022 +1,439%
MSFP
956
Mark Sheptoff Financial Planning
Connecticut
$85K – – –
HI
957
Hudock Inc
Pennsylvania
$85K +$78 +1 +0.1%
TRCT
958
Tower Research Capital (TRC)
New York
$84K -$794K -10,092 -90%
PMFA
959
Plante Moran Financial Advisors
Michigan
$83K -$4.82K -61 -5%
IC
960
Intersect Capital
California
$83K -$3.89K -49 -4%
MA
961
MCF Advisors
Kentucky
$83K – – –
FAM
962
Formidable Asset Management
Ohio
$82K – – –
OIA
963
Optimum Investment Advisors
Illinois
$81K – – –
GWA
964
Genesis Wealth Advisors
Massachusetts
$80.3K – – –
FANJ
965
Financial Architects (New Jersey)
New Jersey
$80K +$32.9K +417 +70%
CFN
966
Cordasco Financial Network
Florida
$79K – – –
PIA
967
Piedmont Investment Advisors
North Carolina
$72.9K – – –
JIR
968
James Investment Research
Ohio
$67K – – –
TFO
969
Tarbox Family Office
California
$67K – – –
RFA
970
Reilly Financial Advisors
California
$64K -$44.8K -568 -41%
WCM
971
Wealthcare Capital Management
Virginia
$63K +$63K +803 New
SCP
972
Syntal Capital Partners
Texas
$60K +$78 +1 +0.1%
DSC
973
Duncker Streett & Co
Missouri
$59K -$5.9K -75 -9%
PIM
974
Parasol Investment Management
Illinois
$58K – – –
CTB
975
Country Trust Bank
Illinois
$55K – – –
37 38
39
40 41