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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $27.8B invested in Phillips 66 in 2018 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 517 increasing their positions, 465 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-29
Holders Change %
-2.1%
% of All Funds
30.24%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.36%
New
152
Increased
517
Reduced
465
Closed
171
Calls
$232M
Puts
$221M
Net Calls
+$10.5M
Net Calls Change
-$75.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$164M
2
LSV Asset Management
LSV Asset Management
Illinois
+$136M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82.6M
4
Millennium Management
Millennium Management
New York
+$69.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$67.3M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$305M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$301M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$215M
5
BlackRock
BlackRock
New York
-$129M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
451
Allstate Corporation
Illinois
$2.19M +$2.19M +25,443 New
B
452
Bailard
California
$2.19M +$2.03M +23,577 +1,274%
FMBTD
453
First Midwest Bank Trust Division
Illinois
$2.19M -$518K -6,008 -19%
FIM
454
Foresters Investment Management
New York
$2.18M -$10.1M -116,894 -82%
EOCM
455
Energy Opportunities Capital Management
Texas
$2.17M +$345K +4,005 +19%
GIM
456
Greylin Investment Management
Virginia
$2.17M +$2.17M +25,220 New
HSA
457
Hussman Strategic Advisors
Maryland
$2.15M – – –
AG
458
Algert Global
California
$2.15M +$2.15M +24,944 New
MYIA
459
Mount Yale Investment Advisors
Colorado
$2.1M +$559K +5,935 +36%
PP
460
Palladium Partners
Virginia
$2.06M -$68.9K -800 -3%
GHCM
461
Glen Harbor Capital Management
California
$2.05M -$1.56M -18,096 -43%
CB
462
Chemical Bank
Michigan
$2.04M +$90.9K +1,055 +5%
KWM
463
Kingsview Wealth Management
Oregon
$2.04M +$12.2K +142 +0.6%
Daiwa Securities Group
464
Daiwa Securities Group
Japan
$2.03M -$965K -11,200 -32%
SCM
465
Shelton Capital Management
Colorado
$2.03M – – –
CIP
466
Convergence Investment Partners
Florida
$2.02M +$364K +4,226 +22%
SA
467
Strategic Advisors
New York
$2.02M -$162K -1,879 -7%
EFS
468
Essex Financial Services
Connecticut
$2.01M -$7.93K -92 -0.4%
AF
469
Aldebaran Financial
$2.01M -$36.4K -422 -2%
Balyasny Asset Management
470
Balyasny Asset Management
Illinois
$2.01M +$292K +3,392 +17%
CAM
471
Cozad Asset Management
Illinois
$2M +$32.9K +382 +2%
B
472
Barings
North Carolina
$2M – – –
CAN
473
Cetera Advisor Networks
California
$1.99M +$101K +1,175 +5%
AA
474
Ancora Advisors
Ohio
$1.97M -$76.7K -890 -4%
NC
475
Northpointe Capital
Michigan
$1.96M +$1.96M +22,781 New
17 18
19
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