PSX icon

Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
DT
1026
Diversified Trust
Tennessee
$226K 2,230 +2,230 New
SBL
1027
Sargent Bickham Lagudis
Colorado
$225K 2,221 -69 -3%
TTWM
1028
TCV Trust & Wealth Management
Virginia
$225K 2,220 – –
FA
1029
FMA Advisory
Pennsylvania
$225K 2,228 +2,228 New
SNBOSD
1030
Security National Bank of So Dak
Iowa
$224K 2,216 – –
SCA
1031
Secor Capital Advisors
New York
$223K 2,203 -48,445 -96%
SFG
1032
Summit Financial Group
West Virginia
$223K 2,206 -307 -12%
CFN
1033
Cordasco Financial Network
Florida
$223K 2,200 – –
MBT
1034
Montecito Bank & Trust
California
$223K 2,199 +2,199 New
IWA
1035
Intercontinental Wealth Advisors
Texas
$223K 2,203 +2,203 New
SMFS
1036
Squar Milner Financial Services
California
$222K 2,128 +2,128 New
IA
1037
IndexIQ Advisors
New York
$221K 2,186 +349 +19%
ANB
1038
Amarillo National Bank
Texas
$219K 2,171 -324 -13%
NFG
1039
Nations Financial Group
Iowa
$219K 2,163 +2,163 New
AI
1040
Accredited Investors
Minnesota
$219K 2,166 +2,166 New
BFO
1041
Boston Family Office
Massachusetts
$219K 2,167 +2,167 New
RWA
1042
RGT Wealth Advisors
Texas
$218K 2,151 -121 -5%
BCA
1043
Bray Capital Advisors
Florida
$218K 2,151 +2,151 New
BIM
1044
Bridges Investment Management
Nebraska
$217K 2,150 +2,150 New
SC
1045
SRB Corp
Massachusetts
$215K 2,123 – –
EGA
1046
Eagle Global Advisors
Texas
$213K 2,109 -487 -19%
GIA
1047
Granite Investment Advisors
New Hampshire
$213K 2,108 +2,108 New
TAM
1048
Trillium Asset Management
Massachusetts
$212K 2,092 +2,092 New
PCMC
1049
Paragon Capital Management (Colorado)
Colorado
$212K 2,094 +2,094 New
SIC
1050
SFE Investment Counsel
California
$212K 2,100 +2,100 New
40 41
42
43 44