PSX icon

Phillips 66
PSX

Overview Fund Activity

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B
2
State Street
2
State Street
Massachusetts
$2.33B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$330M
4
BlackRock
4
BlackRock
New York
$3.2B
5
Victory Capital Management
5
Victory Capital Management
Texas
$99.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$257M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$49.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$60.6M
5
USAA
5
United Services Automobile Association
Texas
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
IF
1376
Ironwood Financial
Arizona
$3K 30 – –
SC
1377
Sawyer & Company
Massachusetts
$3K 31 – –
HCM
1378
Horrell Capital Management
Arkansas
$3K 34 – –
PC
1379
Permanens Capital
New York
$3K 25 – –
CFD
1380
Creative Financial Designs
Indiana
$3K 30 +30 New
FEM
1381
Fulcrum Equity Management
Texas
$2K 22 +22 New
NR
1382
Newfound Research
Massachusetts
$1K 12 +4 +50%
FCH
1383
Freestone Capital Holdings
Washington
$344 3,356 +244 +8%
SWP
1384
Strategic Wealth Partners
Ohio
$7 74 +18 +32%
NSLI
1385
Nan Shan Life Insurance
Taiwan
– – -573,143 Closed
GAM
1386
Gotham Asset Management
New York
– – -363,291 Closed
BAMF
1387
BI Asset Management Fondsmaeglerselskab
Denmark
– – -320,127 Closed
SCM
1388
SIR Capital Management
New York
– – -240,000 Closed
AIMCA
1389
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -173,100 Closed
CBOA
1390
Commonwealth Bank of Australia
Australia
– – -135,868 Closed
Holocene Advisors
1391
Holocene Advisors
New York
– – -109,370 Closed
LM
1392
Luminus Management
Texas
– – -105,251 Closed
MSE
1393
MUFG Securities EMEA
United Kingdom
– – -80,000 Closed
CAM
1394
Congress Asset Management
Massachusetts
– – -61,100 Closed
MWNA
1395
Marshall Wace North America
New York
– – -46,676 Closed
PWPCM
1396
Perella Weinberg Partners Capital Management
New York
– – -40,586 Closed
ECM
1397
Element Capital Management
New York
– – -32,296 Closed
YCM
1398
Yaupon Capital Management
New York
– – -30,904 Closed
VCM
1399
Voleon Capital Management
California
– – -30,000 Closed
RL
1400
Ruffer LLP
United Kingdom
– – -20,816 Closed
54 55
56
57 58