PSX icon

Phillips 66
PSX

Overview Fund Activity

1,123 hedge funds and large institutions have $30.9B invested in Phillips 66 in 2015 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 382 increasing their positions, 421 reducing their positions, and 50 closing their positions.

Holders
1,123
Holders Change
+78
Holders Change %
+7.46%
% of All Funds
29.49%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
141
Increased
382
Reduced
421
Closed
50
Calls
$314M
Puts
$252M
Net Calls
+$61.4M
Net Calls Change
-$165M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$611M
2
Goldman Sachs
2
Goldman Sachs
New York
$325M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$95.9M
4
N
4
Natixis
France
$70.4M
5
Millennium Management
5
Millennium Management
New York
$74.9M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$392M
2
WRF
2
Waddell & Reed Financial
Kansas
$343M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$427M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$108M
5
Ameriprise
5
Ameriprise
Minnesota
$47.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
976
Ausdal Financial Partners
Iowa
$162K 1,975 +1,975 New
S
977
SignatureFD
Georgia
$161K 1,969 +75 +4%
PG
978
Patten Group
Tennessee
$157K 1,921 – –
WA
979
Winfield Associates
Ohio
$155K 1,900 – –
GWM
980
Gupta Wealth Management
California
$148K 1,810 -75 -4%
BAM
981
Bruderman Asset Management
New York
$147K 1,792 -529 -23%
LWCFA
982
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$146K 1,781 -413 -19%
DPA
983
Delphi Private Advisors
California
$146K 1,783 +1,783 New
BAM
984
Barrett Asset Management
New York
$143K 1,748 +36 +2%
ADL
985
Asset Dedication LLC
California
$143K 1,751 +1,751 New
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$137K 1,672 +552 +49%
BC
987
Bartlett & Co
Ohio
$131K 1,600 -338 -17%
SC
988
SRB Corp
Massachusetts
$129K 1,576 -494 -24%
LNB
989
Ledyard National Bank
$129K 1,571 – –
FMP
990
Financial Management Professionals
Texas
$127K 1,562 – –
SAMC
991
Shinko Asset Management Company
Japan
$125K 1,524 – –
CCM
992
Cutler Capital Management
Massachusetts
$122K 1,500 – –
KTC
993
Kistler-Tiffany Companies
Pennsylvania
$118K 1,445 +44 +3%
BEAM
994
Baker Ellis Asset Management
Washington
$113K 1,385 – –
EWM
995
Endurance Wealth Management
Rhode Island
$113K 1,377 – –
DAM
996
Delta Asset Management
Tennessee
$110K 1,342 +150 +13%
CAW
997
Cornerstone Advisors (Washington)
Washington
$107K 1,303 – –
M
998
MOTCO
Texas
$106K 1,301 -1,399 -52%
VCM
999
Versant Capital Management
Arizona
$103K 1,263 +1,263 New
VCM
1000
Vigilant Capital Management
Maine
$102K 1,253 -225 -15%
38 39
40
41 42