PSX icon

Phillips 66
PSX

Overview Fund Activity

1,151 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2016 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 379 increasing their positions, 442 reducing their positions, and 64 closing their positions.

Holders
1,151
Holders Change
+67
Holders Change %
+6.18%
% of All Funds
28.82%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.38%
New
146
Increased
379
Reduced
442
Closed
64
Calls
$355M
Puts
$390M
Net Calls
-$34.7M
Net Calls Change
-$202M

Top Buyers

1
WRF
1
Waddell & Reed Financial
Kansas
$144M
2
DZ Bank
2
DZ Bank
Germany
$89.5M
3
RL
3
Ruffer LLP
United Kingdom
$87.3M
4
State Street
4
State Street
Massachusetts
$2B
5
Asset Management One
5
Asset Management One
Japan
$70.5M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$183M
2
Deutsche Bank
2
Deutsche Bank
Germany
$153M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$0
4
JHIU
4
Janus Henderson Investors US
Colorado
$101M
5
Barclays
5
Barclays
United Kingdom
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
1101
Wealthcare Capital Management
Virginia
$17K 200 – –
MFBTD
1102
MB Financial Bank - Trust Department
Illinois
$17K 200 – –
AWM
1103
Avior Wealth Management
Nebraska
$17K 199 +1 +0.5%
HIIFS
1104
Harel Insurance Investments & Financial Services
Israel
$17K 200 +200 New
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$17K 201 +201 New
LYV
1106
Live Your Vision
Pennsylvania
$16K 182 +1 +0.6%
GEA
1107
Glen Eagle Advisors
New Jersey
$15.6K 181 +181 New
BL
1108
Balentine LLC
Georgia
$15K 177 – –
EWM
1109
Edge Wealth Management
New York
$15K 169 +1 +0.6%
BWM
1110
Baystate Wealth Management
Massachusetts
$15K 169 +169 New
TCM
1111
TD Capital Management
Tennessee
$14K 156 – –
OCM
1112
Oakview Capital Management
Texas
$14K 167 +167 New
LWA
1113
Lenox Wealth Advisors
New York
$13K 152 -45 -23%
LWM
1114
Lenox Wealth Management
Ohio
$13K 145 +66 +84%
KLI
1115
Kelman-Lazarov Inc
Tennessee
$12.6K 146 -300 -67%
GI
1116
Gradient Investments
Minnesota
$12K 137 -227 -62%
KPCM
1117
Kings Point Capital Management
New York
$12K 136 – –
PCA
1118
Peddock Capital Advisors
Massachusetts
$12K 138 – –
AIL
1119
AGF Investments LLC
Ontario, Canada
$12K 138 +138 New
APSP
1120
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K 125 – –
ECM
1121
Exchange Capital Management
Michigan
$11K 125 – –
FWM
1122
Focused Wealth Management
New York
$11K 130 +1 +0.8%
BWA
1123
Burt Wealth Advisors
Maryland
$9K 105 – –
JWA
1124
JFS Wealth Advisors
Pennsylvania
$9K 100 – –
PCTC
1125
Perkins Coie Trust Company
Washington
$9K 100 – –
43 44
45
46 47