PSX icon

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
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
401
Alpha Omega Wealth Management
Virginia
$4.13M +$451 +4 +0%
JFA
402
JNBA Financial Advisors
Minnesota
$4.13M +$4.03M +35,747 +4,191%
HCMT
403
Highland Capital Management (Tennessee)
Tennessee
$4.07M -$28.2K -250 -0.7%
PCM
404
Parsons Capital Management
Rhode Island
$4.06M -$18K -160 -0.4%
CIC
405
Chilton Investment Company
Connecticut
$4.05M -$780K -6,920 -16%
GAM
406
Garrison Asset Management
Arkansas
$4.04M -$256K -2,267 -6%
DAM
407
Doheny Asset Management
California
$4M +$76.8K +681 +2%
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$3.97M – – –
AF
409
Arrow Financial
New York
$3.95M +$160K +1,417 +4%
UOC
410
UBS O'Connor
Illinois
$3.95M +$3.95M +35,000 New
Daiwa Securities Group
411
Daiwa Securities Group
Japan
$3.92M +$1.43M +12,700 +58%
BCMO
412
Buckingham Capital Management (Ohio)
Ohio
$3.92M +$85.1K +755 +2%
GWM
413
Geneos Wealth Management
Colorado
$3.89M +$87.8K +779 +2%
GCP
414
GSA Capital Partners
United Kingdom
$3.81M -$1.58K -14 -0%
LGC
415
Laurel Grove Capital
California
$3.8M -$45.1K -400 -1%
BTW
416
Boston Trust Walden
Massachusetts
$3.77M -$56.4K -500 -1%
ISL
417
Ingalls & Snyder LLC
New York
$3.73M -$5.64K -50 -0.2%
JWM
418
JGP Wealth Management
Oregon
$3.72M -$7.75K -69 -0.2%
CIC
419
Canal Insurance Company
South Carolina
$3.66M – – –
SSA
420
Schonfeld Strategic Advisors
New York
$3.65M +$2.24M +19,912 +159%
MML Investors Services
421
MML Investors Services
Massachusetts
$3.65M +$1.88M +16,678 +106%
RL
422
Ruffer LLP
United Kingdom
$3.63M -$1.91M -16,914 -34%
WAM
423
Wakefield Asset Management
Colorado
$3.61M +$3.61M +32,058 New
MIM
424
Marco Investment Management
Georgia
$3.6M -$8.9K -79 -0.2%
NRS
425
Neville Rodie & Shaw
New York
$3.6M +$274K +2,432 +8%
15 16
17
18 19