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PSX - Phillips 66 Stock Price, Fair Value and News
157.23
USD
-0.56
(-0.35%)
Market Closed
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Funds-Owners-Holders
Which funds bought or sold PSX recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-24
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
UNCHANGED
Premium
Premium
Premium
Premium
398,166
2024-04-24
BAR HARBOR WEALTH MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
5,051
2024-04-24
First Fiduciary Investment Counsel, Inc.
REDUCED
Premium
Premium
Premium
Premium
50,208
2024-04-24
RAYMOND JAMES TRUST N.A.
REDUCED
Premium
Premium
Premium
Premium
111,517
2024-04-24
Greylin Investment Management, Inc
REDUCED
Premium
Premium
Premium
Premium
6,921
2024-04-24
Essex Financial Services, Inc.
ADDED
Premium
Premium
Premium
Premium
3,153
2024-04-24
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
200,260
2024-04-24
BROWN ADVISORY INC
REDUCED
Premium
Premium
Premium
Premium
55,917
2024-04-24
Hartford Financial Management Inc.
REDUCED
Premium
Premium
Premium
Premium
20,178
2024-04-24
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
181
2024-04-24
Callahan Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
3,120
2024-04-24
Robeco Institutional Asset Management B.V.
ADDED
Premium
Premium
Premium
Premium
279,793
2024-04-24
Cambridge Investment Research Advisors, Inc.
ADDED
Premium
Premium
Premium
Premium
83,246
2024-04-24
DekaBank Deutsche Girozentrale
ADDED
Premium
Premium
Premium
Premium
203,702
2024-04-24
WESPAC Advisors, LLC
REDUCED
Premium
Premium
Premium
Premium
7,631
2024-04-24
PATTON ALBERTSON MILLER GROUP, LLC
REDUCED
Premium
Premium
Premium
Premium
1,657
2024-04-24
Alta Advisers Ltd
UNCHANGED
Premium
Premium
Premium
Premium
1,400
2024-04-24
Verity & Verity, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-04-24
Assenagon Asset Management S.A.
REDUCED
Premium
Premium
Premium
Premium
113,233
2024-04-24
Catalyst Capital Advisors LLC
REDUCED
Premium
Premium
Premium
Premium
23,300
2024-04-24
Smith Anglin Financial, LLC
NEW
Premium
Premium
Premium
Premium
1,459
2024-04-24
Segment Wealth Management, LLC
ADDED
Premium
Premium
Premium
Premium
9,966
2024-04-24
Dakota Wealth Management
ADDED
Premium
Premium
Premium
Premium
133,778
2024-04-24
RITHOLTZ WEALTH MANAGEMENT
ADDED
Premium
Premium
Premium
Premium
2,433
2024-04-24
Demars Financial Group, LLC
REDUCED
Premium
Premium
Premium
Premium
8,392
Rows per page:
10
25
50
All
1–25 of 1904
Which funds are the top buyers of PSX?
Fund Name
# Shares
$ Value
% Port.
VANGUARD GROUP INC
39,692,400
5,284,650,000
0.12%
BlackRock Inc.
34,996,800
4,659,480,000
0.12%
STATE STREET CORP
29,358,100
3,908,730,000
0.19%
WELLS FARGO & COMPANY/MN
16,948,900
2,256,580,000
0.59%
WELLINGTON MANAGEMENT GROUP LLP
10,903,100
1,451,640,000
0.27%
BARCLAYS PLC
10,667,700
1,420,300,000
0.52%
GEODE CAPITAL MANAGEMENT, LLC
9,825,650
1,304,720,000
0.14%
MORGAN STANLEY
7,039,280
937,210,000
0.08%
HARRIS ASSOCIATES L P
6,904,250
919,232,000
1.58%
Bank of New York Mellon Corp
5,810,750
773,643,000
0.16%
Rows per page:
10
1–10 of 91
Which funds have put a big percent of portfolio in PSX?
Fund Name
$ Value
% Port.
Advisory Resource Group
34,196,300
8.53%
Eldred Rock Partners, LLC
12,889,000
7.02%
F&V Capital Management, LLC
20,820,000
6.13%
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE
2,662,800
6.11%
Recurrent Investment Advisors LLC
40,866,500
6.00%
Merewether Investment Management, LP
100,285,000
5.92%
Hi-Line Capital Management, LLC
16,651,700
5.91%
NKCFO LLC
10,318,000
5.59%
SIR Capital Management, L.P.
46,481,000
4.76%
Disciplined Investments, LLC
8,441,480
4.61%
Rows per page:
10
1–10 of 96
Trend of No. of funds that hold PSX
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
NORGES BANK
559,435,000
SIR Capital Management, L.P.
46,481,000
J.P. Morgan Private Wealth Advisors LLC
43,993,900
Holocene Advisors, LP
39,601,300
Alyeska Investment Group, L.P.
30,491,300
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
27,931,700
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
26,628,000
Susquehanna Portfolio Strategies, LLC
14,462,600
Additions
Fund Name
% Increased
Jefferies Financial Group Inc.
49,687
ATWOOD & PALMER INC
6,300
Coppell Advisory Solutions LLC
5,388
EXCHANGE TRADED CONCEPTS, LLC
4,386
NORDEN GROUP LLC
2,848
CIBC WORLD MARKETS CORP
2,270
TCG Advisory Services, LLC
1,000
Boston Partners
962
Reductions
Fund Name
% Reduced
Qube Research & Technologies Ltd
-99.87
ALPS ADVISORS INC
-98.63
RATIONAL ADVISORS LLC
-98.53
Strategic Investment Solutions, Inc. /IL
-96.94
ING GROEP NV
-96.53
SteelPeak Wealth, LLC
-95.78
PANAGORA ASSET MANAGEMENT INC
-91.86
NOMURA HOLDINGS INC
-90.77
Sold off
Fund Name
$ Sold
RENAISSANCE TECHNOLOGIES LLC
-65,095,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-39,759,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-39,759,000
TWINBEECH CAPITAL LP
-37,891,000
ExodusPoint Capital Management, LP
-16,616,000
WORLDQUANT MILLENNIUM ADVISORS LLC
-14,632,500
PointState Capital LP
-14,184,800
JUPITER ASSET MANAGEMENT LTD
-14,101,600