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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
2
BlackRock
New York
$3.27B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
2
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.61B
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
301
Steward Partners Investment Advisory
New York
$6.46M 57,515 +1,498 +3%
PWPCM
302
Perella Weinberg Partners Capital Management
New York
$6.44M 57,376 +19,793 +53%
BIM
303
Bridgecreek Investment Management
Oklahoma
$6.42M 57,130 +775 +1%
HIMCH
304
Hartford Investment Management Co (HIMCO)
Connecticut
$6.39M 56,869 -28,848 -34%
HAI
305
Hennessy Advisors Inc
California
$6.38M 56,800 – –
MA
306
MUFG Americas
New York
$6.38M 56,789 -346 -0.6%
FCM
307
Flinton Capital Management
Pennsylvania
$6.37M 56,728 +34,636 +157%
CCT
308
Country Club Trust
Missouri
$6.37M 56,699 +537 +1%
PG
309
Pendal Group
Australia
$6.35M 56,584 +53,872 +1,986%
MHC
310
Meyer Handelman Company
New York
$6.34M 56,418 -1,050 -2%
NAM
311
Nissay Asset Management
Japan
$6.32M 56,299 +1,704 +3%
William Blair & Company
312
William Blair & Company
Illinois
$6.3M 56,069 -226 -0.4%
LCM
313
Laurion Capital Management
New York
$6.24M 55,593 -60,962 -52%
CIBC Private Wealth Group
314
CIBC Private Wealth Group
Georgia
$6.24M 55,580 -3,622 -6%
Schroder Investment Management Group
315
Schroder Investment Management Group
United Kingdom
$6.19M 55,408 -5,075 -8%
BC
316
Brinker Capital
Pennsylvania
$6.17M 54,954 -2,864 -5%
CTC
317
Central Trust Company
Missouri
$6.12M 54,499 -791 -1%
RBA
318
Richard Bernstein Advisors
New York
$6.11M 54,367 +1,803 +3%
AB
319
Amalgamated Bank
New York
$6.09M 54,218 +1,392 +3%
MOACM
320
Mutual of America Capital Management
New York
$6.08M 54,171 +487 +0.9%
DA
321
Denali Advisors
California
$6.08M 54,100 +4,700 +10%
WC
322
Whitney & Co
New York
$6.03M 53,717 +1,616 +3%
SWM
323
SVA Wealth Management
Wisconsin
$5.99M 53,289 -2,256 -4%
BF
324
BOK Financial
Oklahoma
$5.91M 52,596 -552 -1%
CCM
325
Copeland Capital Management
Pennsylvania
$5.9M 52,485 -1,220 -2%
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