PSX icon

Phillips 66
PSX

Overview Fund Activity

1,094 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 386 increasing their positions, 458 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
-26
Holders Change %
-2.32%
% of All Funds
29.24%
Holding in Top 10
17
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-37.04%
% of All Funds
0.45%
New
69
Increased
386
Reduced
458
Closed
84
Calls
$346M
Puts
$358M
Net Calls
-$11.4M
Net Calls Change
-$114M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$6.25B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$71.4M
3
JHIU
Janus Henderson Investors US
Colorado
$220M
4
Barclays
Barclays
United Kingdom
$64.1M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.16B

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
$14M
2
N
Natixis
France
$453K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$620M
4
State Street
State Street
Massachusetts
$1.81B
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
1076
Lenox Wealth Management
Ohio
$6K – – –
CP
1077
Corbenic Partners
Pennsylvania
$6K – – –
FAM
1078
Fred Alger Management
New York
$4K – – –
IF
1079
Ironwood Financial
Arizona
$4K – – –
CA
1080
Commerzbank Aktiengesellschaft
Germany
$3.01K +$783 +9,869 +35%
HCM
1081
Horrell Capital Management
Arkansas
$3K – – –
DSN
1082
D. Scott Neal
Kentucky
$3K +$79 +1 +3%
NC
1083
NewSquare Capital
Pennsylvania
$3K +$3K +36 New
CIA
1084
Cascade Investment Advisors
Oregon
$2.38K +$2.38K +30 New
AT
1085
Arden Trust
Delaware
$2.09K +$65 +818 +3%
TDC
1086
Thompson Davis & Co
Virginia
$2K -$7.41K -100 -79%
WAS
1087
Winch Advisory Services
Wisconsin
$2K – – –
AIM
1088
Advantage Investment Management
Iowa
$2K – – –
CIM
1089
Contravisory Investment Management
Massachusetts
$2K – – –
PCP
1090
Proficio Capital Partners
Massachusetts
$1K -$2.87K -43 -74%
NCM
1091
Nelson Capital Management
California
$1K – – –
BCMIO
1092
Beacon Capital Management Inc (Ohio)
Ohio
$1K +$1K +13 New
AWE
1093
Avidian Wealth Enterprises
Texas
$372 +$6 +80 +2%
Ninety One (UK)
1094
Ninety One (UK)
United Kingdom
– -$31.8M -367,505 Closed
BIM
1095
BRC Investment Management
Colorado
– -$8.67M -100,128 Closed
B
1096
Barings
North Carolina
– -$7.9M -91,174 Closed
B
1097
BP
United Kingdom
– -$4.33M -50,000 Closed
VBCP
1098
Vollero Beach Capital Partners
New York
– -$4.12M -47,621 Closed
CMBA
1099
C.M. Bidwell & Associates
Hawaii
– -$4.1M -47,385 Closed
Capstone Investment Advisors
1100
Capstone Investment Advisors
New York
– -$4.05M -46,751 Closed
42 43
44
45 46