PSX icon

Phillips 66
PSX

Overview Fund Activity

1,045 hedge funds and large institutions have $29.9B invested in Phillips 66 in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 368 increasing their positions, 431 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,045
Holders Change
-24
Holders Change %
-2.25%
% of All Funds
29.21%
Holding in Top 10
24
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
60
Increased
368
Reduced
431
Closed
77
Calls
$507M
Puts
$281M
Net Calls
+$226M
Net Calls Change
+$301M

Top Buyers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.72B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$248M
3
Bank of America
3
Bank of America
North Carolina
$259M
4
Morgan Stanley
4
Morgan Stanley
New York
$347M
5
Ameriprise
5
Ameriprise
Minnesota
$143M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.19B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$577M
4
State Street
4
State Street
Massachusetts
$1.76B
5
First Eagle Investment Management
5
First Eagle Investment Management
New York
$232M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
951
Windsor Capital Management
Arizona
$59K +$59K +780 New
JIR
952
James Investment Research
Ohio
$57K – – –
CTB
953
Country Trust Bank
Illinois
$54K – – –
P
954
Palladiem
Pennsylvania
$53K -$7.09K -92 -12%
FNBSF
955
First National Bank Sioux Falls
South Dakota
$52K – – –
JFA
956
JNBA Financial Advisors
Minnesota
$51K – – –
DBT
957
Dubuque Bank & Trust
Iowa
$50K – – –
HCM
958
Highlander Capital Management
New Jersey
$50K – – –
DLHL
959
Donald L. Hagan LLC
Florida
$50K +$50K +648 New
Group One Trading
960
Group One Trading
Illinois
$48K +$48K +622 New
AP
961
Atwood & Palmer
Missouri
$47K – – –
DOA
962
D'Orazio & Associates
Virginia
$47K – – –
DIA
963
Davidson Investment Advisors
Montana
$46K +$30.7K +400 +200%
AF
964
Allworth Financial
California
$44K -$2.75K -36 -6%
DA
965
Dunvegan Associates
California
$43K – – –
SGC
966
South Georgia Capital
Illinois
$42K +$232 +3 +0.6%
PIM
967
Parasol Investment Management
Illinois
$40K -$16.8K -220 -30%
Manulife (Manufacturers Life Insurance)
968
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.1K -$3.71K -48,339 -9%
TIM
969
Tortoise Investment Management
New York
$39K – – –
Financial Engines Advisors
970
Financial Engines Advisors
California
$39K +$6.53K +84 +20%
FWC
971
First Washington Corp
Washington
$38K – – –
CAL
972
Capital Advisors Ltd
Ohio
$38K – – –
TCM
973
Tradewinds Capital Management
Washington
$37K +$1.06K +14 +3%
GI
974
Gradient Investments
Minnesota
$36K -$623 -8 -2%
CWM
975
Catamount Wealth Management
Connecticut
$35K – – –
37 38
39
40 41