PSX icon

Phillips 66
PSX

Overview Fund Activity

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$739M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$125M
5
NSLI
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
First Eagle Investment Management
New York
$115M
4
Wells Fargo
Wells Fargo
California
$636M
5
RCM
Riverhead Capital Management
Delaware
$758K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
1026
AssetMark Inc
California
$25K – – –
WAS
1027
WESPAC Advisors SoCal
California
$24.2K – – –
PWM
1028
Perigon Wealth Management
California
$24K +$5.17K +65 +27%
IC
1029
IKOS CIF
Cyprus
$24K +$24K +300 New
PIM
1030
Parasol Investment Management
Illinois
$23K – – –
PFP
1031
Pinnacle Financial Partners
Tennessee
$22K – – –
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$22K +$242 +3 +1%
HS
1033
Horan Securities
United States
$22K +$22K +282 New
SHJ
1034
Sharkey, Howes & Javer
Colorado
$21K – – –
PFS
1035
Physicians Financial Services
North Carolina
$20K – – –
SA
1036
SRH Advisors
Kansas
$20K – – –
IP
1037
Isthmus Partners
Wisconsin
$20K – – –
RAM
1038
Riggs Asset Management
Pennsylvania
$19K +$19K +230 New
BAM
1039
Brave Asset Management
New Jersey
$18K – – –
WC
1040
Whitnell & Co
Illinois
$17K +$162 +2 +1%
MFBTD
1041
MB Financial Bank - Trust Department
Illinois
$16K – – –
WCM
1042
Wealthcare Capital Management
Virginia
$16K – – –
LIM
1043
Lagoda Investment Management
New York
$16K – – –
ACM
1044
Armbruster Capital Management
New York
$16K – – –
AWM
1045
Avior Wealth Management
Nebraska
$16K +$81 +1 +0.5%
SGAM
1046
Smith Group Asset Management
Texas
$16K +$1.6K +20 +11%
LWA
1047
Lenox Wealth Advisors
New York
$16K +$3.66K +45 +30%
VOYA Investment Management
1048
VOYA Investment Management
Georgia
$15.2K -$761 -9,443 -5%
LYV
1049
Live Your Vision
Pennsylvania
$15K +$15K +181 New
BL
1050
Balentine LLC
Georgia
$14K – – –
40 41
42
43 44