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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 %
FMTCOCP
476
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.42M -$107K -950 -4%
CCM
477
Carderock Capital Management
Maryland
$2.38M +$54.7K +487 +2%
SWP
478
Stratos Wealth Partners
Ohio
$2.37M +$33.1K +295 +1%
HFM
479
Hartford Financial Management
Connecticut
$2.36M +$689K +6,131 +41%
AMI
480
Amica Mutual Insurance
Rhode Island
$2.35M – – –
GFPC
481
Global Financial Private Capital
Florida
$2.35M +$1.22M +10,848 +108%
CCP
482
Corient Capital Partners
California
$2.34M +$660K +5,881 +39%
CCA
483
Catalyst Capital Advisors
New York
$2.34M +$460K +4,100 +25%
DF
484
Donoghue Forlines
Massachusetts
$2.31M +$2.31M +20,595 New
SI
485
Stephens Inc
Arkansas
$2.31M -$64.4K -573 -3%
AHC
486
Adell Harriman & Carpenter
Texas
$2.3M +$225 +2 +0%
TF
487
TIAA FSB
Florida
$2.29M -$449K -3,998 -16%
RIL
488
Rothschild Investment LLC
Illinois
$2.28M -$16.8K -150 -0.7%
WA
489
Wheatland Advisors
Pennsylvania
$2.27M +$112 +1 +0%
OKSA
490
O'Keefe Stevens Advisory
New York
$2.27M -$18.4K -164 -0.8%
FCI
491
Financial Counselors Inc
Kansas
$2.26M -$824K -7,340 -27%
VI
492
Versor Investments
New York
$2.26M +$1.52M +13,500 +205%
SFG
493
SevenBridge Financial Group
Pennsylvania
$2.26M +$48.9K +435 +2%
CI
494
Conning Inc
Connecticut
$2.26M +$115K +1,027 +5%
PA
495
Profund Advisors
Maryland
$2.25M +$72.4K +645 +3%
II
496
IFM Investors
Australia
$2.24M +$718K +6,397 +47%
Pacer Advisors
497
Pacer Advisors
Pennsylvania
$2.22M +$364K +3,240 +20%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$2.17M -$245K -2,180 -10%
PWAP
499
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.16M -$49.6K -442 -2%
IB
500
Intrust Bank
Kansas
$2.15M -$12.9K -115 -0.6%
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