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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CSS
451
Cubist Systematic Strategies
Connecticut
$2.79M +$2.25M +20,026 +417%
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$2.77M -$101K -900 -4%
PP
453
Palladium Partners
Virginia
$2.75M -$20.9K -186 -0.8%
MSE
454
MUFG Securities EMEA
United Kingdom
$2.75M +$2.75M +24,470 New
CAM
455
Cozad Asset Management
Illinois
$2.74M +$2.74M +24,376 New
FFWA
456
FRG Family Wealth Advisors
Washington
$2.71M -$8.42K -75 -0.3%
AF
457
Aldebaran Financial
$2.7M -$283K -2,524 -10%
FPTW
458
Franklin, Parlapiano, Turner & Welch
Texas
$2.69M -$569K -5,067 -17%
SG Americas Securities
459
SG Americas Securities
New York
$2.67M -$2.43M -21,667 -48%
EFS
460
Essex Financial Services
Connecticut
$2.64M +$14.7K +131 +0.6%
KWM
461
Kingsview Wealth Management
Oregon
$2.62M +$4.49K +40 +0.2%
AA
462
Ancora Advisors
Ohio
$2.58M -$397K -3,533 -13%
SB
463
Simmons Bank
Arkansas
$2.55M +$14K +125 +0.6%
CB
464
Chemical Bank
Michigan
$2.54M +$10.8K +96 +0.4%
TYCC
465
Texas Yale Capital Corp
Florida
$2.53M – – –
NSEDCP
466
NJ State Employees Deferred Compensation Plan
New Jersey
$2.53M – – –
CSIC
467
Clifford Swan Investment Counsel
California
$2.51M -$49.5K -441 -2%
Daiwa Securities Group
468
Daiwa Securities Group
Japan
$2.48M -$67.4K -600 -3%
TNBTD
469
Trustmark National Bank Trust Department
Mississippi
$2.46M -$5.52M -49,141 -69%
EWA
470
Exencial Wealth Advisors
Oklahoma
$2.44M -$41K -365 -2%
MPI
471
Mairs & Power Inc
Minnesota
$2.44M -$103K -914 -4%
EOCM
472
Energy Opportunities Capital Management
Texas
$2.44M +$463K +4,125 +23%
FT
473
Fiduciary Trust
Massachusetts
$2.44M -$94.5K -841 -4%
AIP
474
Ameritas Investment Partners
Nebraska
$2.43M -$117K -1,040 -5%
EWM
475
Evercore Wealth Management
New York
$2.43M -$63.1K -562 -3%
17 18
19
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