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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 %
CAN
476
Cetera Advisor Networks
California
$1.47M -$49.2K -596 -3%
FLI
477
Family Legacy Inc
South Carolina
$1.47M -$19.1K -231 -1%
HVIA
478
Hudson Valley Investment Advisors
New York
$1.46M +$46.7K +565 +3%
SB
479
Simmons Bank
Arkansas
$1.46M -$12.2K -147 -0.8%
NCM
480
Northside Capital Management
Oregon
$1.45M – – –
AAM
481
Auxier Asset Management
Oregon
$1.44M – – –
SBA
482
Seven Bridges Advisors
New York
$1.44M +$16.9K +204 +1%
RWA
483
River Wealth Advisors
Pennsylvania
$1.43M -$26.8K -324 -2%
Thrivent Financial for Lutherans
484
Thrivent Financial for Lutherans
Minnesota
$1.42M -$2.87M -34,730 -67%
TCA
485
Tortoise Capital Advisors
Kansas
$1.41M -$302K -3,658 -18%
CCMINC
486
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.41M +$47.5K +574 +3%
LIM
487
Leavell Investment Management
Alabama
$1.39M -$428K -5,175 -24%
CI
488
Cigna Investments
Connecticut
$1.39M -$139K -1,685 -9%
PP
489
Patten & Patten
Tennessee
$1.38M -$307K -3,710 -18%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.36M +$282K +3,413 +26%
AC
491
Allstate Corporation
Illinois
$1.36M +$1.36M +16,409 New
MCM
492
Marathon Capital Management
Maryland
$1.34M +$43.4K +525 +3%
FT
493
Fiduciary Trust
Massachusetts
$1.33M -$81.4K -985 -6%
NFA
494
Nuveen Fund Advisors
Illinois
$1.32M -$196K -2,364 -13%
BBI
495
Baxter Bros Inc
Connecticut
$1.32M -$26.9K -325 -2%
LCM
496
Logan Capital Management
Pennsylvania
$1.32M -$8.27K -100 -0.6%
CFA
497
Carroll Financial Associates
North Carolina
$1.32M +$18K +218 +1%
SAM
498
Symphony Asset Management
California
$1.32M -$56.1K -679 -4%
ST
499
Somerset Trust
Pennsylvania
$1.31M +$38.3K +463 +3%
Squarepoint
500
Squarepoint
New York
$1.3M -$1.31M -15,815 -50%
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