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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$468M
2
EIP
Epoch Investment Partners
New York
+$188M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$52.1M
4
BCM
Bridgeway Capital Management
Texas
+$44.6M
5
State Street
State Street
Massachusetts
+$38M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$188M
2
O
OppenheimerFunds
New York
-$150M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$131M
4
First Eagle Investment Management
First Eagle Investment Management
New York
-$120M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$90.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
501
Tyers Asset Management
Texas
$1.63M +$138K +1,364 +9%
CFA
502
Carroll Financial Associates
North Carolina
$1.63M +$3.14K +31 +0.2%
WCBA
503
Weaver C. Barksdale & Associates
Tennessee
$1.63M +$1.62M +16,008 +17,030%
LCM
504
Logan Capital Management
Pennsylvania
$1.63M +$12.5K +124 +0.8%
SIC
505
Salem Investment Counselors
North Carolina
$1.62M -$14.2K -140 -0.9%
LIM
506
Leavell Investment Management
Alabama
$1.62M -$12.6K -125 -0.8%
SBA
507
Seven Bridges Advisors
New York
$1.62M – – –
CAN
508
Cetera Advisor Networks
California
$1.61M -$48.5K -479 -3%
CI
509
Cigna Investments
Connecticut
$1.61M -$86K -850 -5%
CFB
510
Cullen/Frost Bankers
Texas
$1.6M -$1.01K -10 -0.1%
FC
511
Ferris Capital
Massachusetts
$1.59M +$100K +990 +7%
ZCA
512
Zeke Capital Advisors
Pennsylvania
$1.57M +$802K +7,932 +104%
OI
513
Oakbrook Investments
Illinois
$1.57M +$1.57M +15,500 New
AP
514
Advisor Partners
California
$1.57M +$92.1K +872 +6%
Koshinski Asset Management
515
Koshinski Asset Management
Illinois
$1.56M +$1.13M +11,120 +256%
APFBOT
516
Amica Pension Fund Board of Trustees
Rhode Island
$1.56M -$1.13M -11,202 -42%
FT
517
Fiduciary Trust
Massachusetts
$1.55M +$607 +6 +0%
SAM
518
Symphony Asset Management
California
$1.54M -$43.1K -426 -3%
HFM
519
Hartford Financial Management
Connecticut
$1.53M – – –
ZCM
520
Zebra Capital Management
Connecticut
$1.53M +$682K +6,738 +81%
RG
521
Rikoon Group
New Mexico
$1.52M -$126K -1,245 -8%
Federated Hermes
522
Federated Hermes
Pennsylvania
$1.52M +$393K +3,891 +35%
HIH
523
HRS Investment Holdings
New York
$1.52M – – –
SAM
524
Silvercrest Asset Management
New York
$1.52M +$37.9K +375 +3%
LDB
525
Lee, Danner & Bass
Tennessee
$1.51M -$7.59K -75 -0.5%
19 20
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