PSX icon

Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
Wells Fargo
California
$863M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
Millennium Management
New York
$52.7M
4
BlackRock
BlackRock
New York
$2.92B
5
Renaissance Technologies
Renaissance Technologies
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1026
Azimuth Capital Management
Michigan
$314K -$20.6K -216 -6%
IWA
1027
Inspirion Wealth Advisors
Illinois
$313K -$3.14K -33 -1%
SAM
1028
Summit Asset Management
Tennessee
$313K – – –
DIA
1029
Dana Investment Advisors
Wisconsin
$313K +$9.91K +104 +3%
Tudor Investment Corp
1030
Tudor Investment Corp
Connecticut
$312K +$312K +3,283 New
FTC
1031
Farmers Trust Company
Ohio
$311K -$316K -3,330 -50%
BBA
1032
BLB&B Advisors
Pennsylvania
$310K – – –
BJL
1033
Brighton Jones LLC
Washington
$309K +$2.76K +29 +0.9%
GC
1034
Grimes & Company
Massachusetts
$307K +$2.86K +30 +0.9%
FHA
1035
Flagship Harbor Advisors
Massachusetts
$307K +$29.1K +306 +10%
IWA
1036
Intercontinental Wealth Advisors
Texas
$307K +$103K +1,082 +51%
CA
1037
Calton & Associates
Florida
$307K +$307K +3,229 New
HC
1038
HNP Capital
New York
$301K – – –
VRM
1039
Vectors Research Management
New York
$301K +$283K +2,977 +1,592%
OPTFSNA
1040
Old Point Trust & Financial Services N A
Virginia
$300K -$57.1K -600 -16%
PTC
1041
Petrus Trust Company
Texas
$300K +$300K +3,153 New
OWP
1042
Obermeyer Wealth Partners
Colorado
$299K -$307K -3,226 -51%
BCB
1043
Brian C. Broderick
$298K -$57.2K -600 -16%
FNC
1044
First National Corp
Massachusetts
$298K -$7.03K -74 -2%
COI
1045
Capital One Investing
Virginia
$296K – – –
IWP
1046
Icon Wealth Partners
Texas
$296K +$475 +5 +0.2%
SCM
1047
Schnieders Capital Management
California
$293K – – –
BFC
1048
Blue Fin Capital
Rhode Island
$292K -$11.4K -120 -4%
FCH
1049
Freestone Capital Holdings
Washington
$291K -$6.09K -64 -2%
CAPTRUST Financial Advisors
1050
CAPTRUST Financial Advisors
North Carolina
$290K +$110K +1,157 +61%
40 41
42
43 44