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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 %
CT
451
Coastline Trust
Rhode Island
$1.64M -$1.65K -20 -0.1%
TF
452
TIAA FSB
Florida
$1.64M +$1.64M +19,868 New
Mariner
453
Mariner
Kansas
$1.64M +$446K +5,389 +37%
FBT
454
First Bankers Trust
Kentucky
$1.63M -$8.27K -100 -0.5%
SAM
455
Silvercrest Asset Management
New York
$1.62M -$2.07K -25 -0.1%
NSIM
456
North Star Investment Management
Illinois
$1.61M +$9.68K +117 +0.6%
IB
457
Intrust Bank
Kansas
$1.6M -$256K -3,099 -14%
ACM
458
Argyle Capital Management
Pennsylvania
$1.6M -$4.13K -50 -0.3%
BRWA
459
B. Riley Wealth Advisors
Florida
$1.59M -$213K -2,573 -12%
Macquarie Group
460
Macquarie Group
Australia
$1.59M -$132K -1,600 -8%
LWAC
461
Laurel Wealth Advisors (California)
California
$1.58M +$8.68K +105 +0.6%
RG
462
Rikoon Group
New Mexico
$1.56M -$75.2K -910 -5%
CVM
463
Cheviot Value Management
California
$1.54M +$53.7K +650 +4%
CFB
464
Cullen/Frost Bankers
Texas
$1.54M -$24.9K -301 -2%
SIC
465
Salem Investment Counselors
North Carolina
$1.52M +$279K +3,375 +22%
SIM
466
Sonora Investment Management
Arizona
$1.52M – – –
NLI
467
Nippon Life Insurance
Japan
$1.52M -$29.3K -355 -2%
FA
468
FDx Advisors
Illinois
$1.51M -$1.21M -14,589 -44%
SW
469
SVB Wealth
Massachusetts
$1.5M -$182K -2,197 -11%
BFEC
470
Benjamin F. Edwards & Company
Missouri
$1.49M +$51.8K +626 +4%
RFWA
471
RPg Family Wealth Advisory
Massachusetts
$1.49M +$1.39M +16,861 +1,440%
DRS
472
Deane Retirement Strategies
Louisiana
$1.49M +$1.49M +18,014 New
CC
473
Cipher Capital
New York
$1.48M +$1.48M +17,945 New
CG
474
Colony Group
Massachusetts
$1.48M +$1.48M +17,900 New
AIA
475
Avalon Investment & Advisory
Texas
$1.47M -$74.1K -896 -5%
17 18
19
20 21