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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.73B
2
Deutsche Bank
2
Deutsche Bank
Germany
$386M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$183M
4
Prudential Financial
4
Prudential Financial
New Jersey
$220M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$111M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.74B
2
Capital World Investors
2
Capital World Investors
California
$27.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$449M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$388M
5
SBAM
5
Santa Barbara Asset Management
California
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
276
Truist Financial
North Carolina
$8.13M +$373K +3,307 +5%
WB
277
WesBanco Bank
West Virginia
$8.05M -$90.6K -804 -1%
MI
278
Markston International
New York
$8.04M – – –
MA
279
MUFG Americas
New York
$8.03M +$1.63M +14,435 +25%
MSV
280
MN Services Vermogensbeheer
Netherlands
$8.01M +$124K +1,100 +2%
Baird Financial Group
281
Baird Financial Group
Wisconsin
$8M +$159K +1,392 +2%
CS
282
Candriam SCA
Luxembourg
$7.89M -$1.06M -9,401 -12%
IC
283
InterOcean Capital
Illinois
$7.81M -$5.12M -45,450 -40%
DHFB
284
Dixon Hubard Feinour & Brown
Virginia
$7.78M +$10.7K +95 +0.1%
MIM
285
Montgomery Investment Management
Maryland
$7.78M -$16.9K -150 -0.2%
CCM
286
Cadence Capital Management
Massachusetts
$7.67M -$94.5K -838 -1%
RFM
287
Royal Fund Management
Florida
$7.66M -$302K -2,677 -4%
PG
288
Pendal Group
Australia
$7.64M +$1.26M +11,159 +20%
JIC
289
Johnson Investment Counsel
Ohio
$7.63M -$69.8K -619 -0.9%
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$7.49M -$950K -8,429 -11%
GI
291
GAMCO Investors
Connecticut
$7.49M +$513K +4,549 +7%
KBC Group
292
KBC Group
Belgium
$7.48M – – –
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$7.29M -$15.7K -139 -0.2%
RCM
294
Riverhead Capital Management
Delaware
$7.26M +$1.67M +14,780 +30%
RFC
295
Regions Financial Corp
Alabama
$7.25M -$101K -892 -1%
SCA
296
Secor Capital Advisors
New York
$7.23M +$7.23M +64,154 New
PWPCM
297
Perella Weinberg Partners Capital Management
New York
$7.22M +$750K +6,658 +12%
BCM
298
Becker Capital Management
Oregon
$7.21M -$2.64M -23,418 -27%
SB
299
Suntrust Banks
Georgia
$7.19M -$743K -6,593 -9%
GC
300
Gratus Capital
Georgia
$7.09M -$327K -2,905 -4%
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