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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
401
Palladium Partners
Virginia
$2.05M -$35.9K -434 -2%
AWM
402
Arbor Wealth Management
Florida
$2.03M +$103K +1,232 +5%
CPO
403
Cerity Partners OCIO
New York
$2.02M +$402K +4,855 +25%
FFWA
404
FRG Family Wealth Advisors
Washington
$2.02M +$37.9K +458 +2%
NBC
405
Neuberger Berman Canada
Ontario, Canada
$2.02M -$396K -4,791 -16%
DC
406
Davenport & Co
Virginia
$2.01M +$189K +2,284 +10%
GL
407
GLG LLC
New York
$2M -$233K -2,816 -10%
ICOA
408
Investment Centers of America
North Dakota
$2M -$260K -3,153 -12%
BSB
409
Bangor Savings Bank
Maine
$2M -$17.5K -212 -0.9%
EFS
410
Essex Financial Services
Connecticut
$1.99M -$80.5K -974 -4%
SFI
411
SPC Financial Inc
Maryland
$1.97M +$152K +1,837 +8%
MPI
412
Mairs & Power Inc
Minnesota
$1.97M -$57.1K -690 -3%
PA
413
Profund Advisors
Maryland
$1.96M -$145K -1,756 -7%
FMTCOCP
414
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.96M +$43.4K +525 +2%
MIM
415
Marco Investment Management
Georgia
$1.95M +$36.4K +440 +2%
SI
416
Stephens Inc
Arkansas
$1.93M -$201K -2,435 -9%
TA
417
Tiedemann Advisors
New York
$1.92M -$119K -1,443 -6%
JFGIW
418
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.91M +$136K +1,641 +8%
BTNA
419
Bremer Trust National Association
Minnesota
$1.91M -$1.17M -14,182 -38%
AAM
420
Advisors Asset Management
Colorado
$1.9M +$186K +2,247 +11%
CIM
421
CenturyLink Investment Management
Colorado
$1.89M -$131K -1,590 -6%
EWM
422
Evercore Wealth Management
New York
$1.87M -$62K -750 -3%
EWA
423
Exencial Wealth Advisors
Oklahoma
$1.87M +$79.6K +963 +4%
TYCC
424
Texas Yale Capital Corp
Florida
$1.87M – – –
NSEDCP
425
NJ State Employees Deferred Compensation Plan
New Jersey
$1.86M – – –
15 16
17
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