PSX icon

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 %
BC
501
Burney Company
Virginia
$2.15M +$29.8K +265 +1%
ICA
502
Infrastructure Capital Advisors
New York
$2.14M +$2.14M +19,036 New
CVM
503
Cheviot Value Management
California
$2.14M -$18.6K -166 -0.9%
FIM
504
Fernwood Investment Management
Massachusetts
$2.13M -$107K -950 -5%
LWAC
505
Laurel Wealth Advisors (California)
California
$2.13M -$6.18K -55 -0.3%
FBT
506
First Bankers Trust
Kentucky
$2.12M -$95.9K -854 -4%
PAG
507
Private Advisor Group
New Jersey
$2.09M +$694K +6,258 +50%
CAM
508
Carret Asset Management
New York
$2.08M -$126K -1,119 -6%
FLI
509
Family Legacy Inc
South Carolina
$2.06M +$40.1K +357 +2%
WAAG
510
Wealth Alliance Advisory Group
Kansas
$2.05M -$8.42K -75 -0.4%
BIC
511
Beach Investment Counsel
Pennsylvania
$2.04M – – –
ACM
512
Argyle Capital Management
Pennsylvania
$2.03M -$33.7K -300 -2%
SFI
513
SPC Financial Inc
Maryland
$2.02M – – –
LIM
514
Leavell Investment Management
Alabama
$2.02M -$2.25K -20 -0.1%
FWM
515
Frontier Wealth Management
Missouri
$2.01M -$237K -2,113 -11%
BSB
516
Bangor Savings Bank
Maine
$2.01M -$485K -4,323 -19%
H
517
HoyleCohen
California
$2.01M -$22.5K -200 -1%
KRS
518
Kentucky Retirement Systems
Kentucky
$2M -$460K -4,092 -19%
DRS
519
Deane Retirement Strategies
Louisiana
$2M +$55.5K +494 +3%
NCM
520
Northside Capital Management
Oregon
$1.97M – – –
HVIA
521
Hudson Valley Investment Advisors
New York
$1.97M -$449 -4 -0%
WF
522
WoodTrust Financial
Wisconsin
$1.95M -$291K -2,591 -13%
SIM
523
Sonora Investment Management
Arizona
$1.95M -$5.62K -50 -0.3%
Canada Pension Plan Investment Board
524
Canada Pension Plan Investment Board
Ontario, Canada
$1.93M -$16.2M -143,900 -89%
ST
525
Somerset Trust
Pennsylvania
$1.92M +$27.2K +242 +1%
19 20
21
22 23