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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
476
Baltimore Capital Management
Maryland
$2.62M -$442K -3,925 -14%
II
477
IFM Investors
Australia
$2.62M +$368K +3,268 +16%
B
478
Barings
North Carolina
$2.61M +$1.19M +10,600 +84%
CAM
479
Cozad Asset Management
Illinois
$2.58M -$171K -1,520 -6%
FT
480
Fiduciary Trust
Massachusetts
$2.57M +$124K +1,100 +5%
CB
481
Chemical Bank
Michigan
$2.55M – – –
TYCC
482
Texas Yale Capital Corp
Florida
$2.54M – – –
NSEDCP
483
NJ State Employees Deferred Compensation Plan
New Jersey
$2.54M – – –
CSIC
484
Clifford Swan Investment Counsel
California
$2.52M – – –
CBB
485
Citizens Business Bank
California
$2.5M +$642K +5,700 +35%
WA
486
WESPAC Advisors
California
$2.49M +$2.49M +22,111 New
ACM
487
Alethea Capital Management
Washington
$2.48M +$2.48M +22,036 New
CAN
488
Cetera Advisor Networks
California
$2.47M +$794K +7,040 +47%
MPI
489
Mairs & Power Inc
Minnesota
$2.45M – – –
FFWA
490
FRG Family Wealth Advisors
Washington
$2.44M -$283K -2,509 -10%
AA
491
ALPS Advisors
Colorado
$2.43M +$1.33M +11,753 +120%
EWM
492
Evercore Wealth Management
New York
$2.43M -$14.1K -125 -0.6%
EWA
493
Exencial Wealth Advisors
Oklahoma
$2.41M -$38.7K -343 -2%
SI
494
Stephens Inc
Arkansas
$2.41M +$96.6K +857 +4%
RIL
495
Rothschild Investment LLC
Illinois
$2.41M +$128K +1,135 +6%
AIP
496
Ameritas Investment Partners
Nebraska
$2.4M -$39.1K -347 -2%
CCM
497
Carderock Capital Management
Maryland
$2.39M +$10.3K +91 +0.4%
EOCM
498
Energy Opportunities Capital Management
Texas
$2.39M -$56.4K -500 -2%
Canada Pension Plan Investment Board
499
Canada Pension Plan Investment Board
Ontario, Canada
$2.37M +$428K +3,800 +22%
AMI
500
Amica Mutual Insurance
Rhode Island
$2.36M – – –
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