PSX icon

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 %
CCP
501
Corient Capital Partners
California
$2.35M – – –
1832 Asset Management
502
1832 Asset Management
Ontario, Canada
$2.33M +$838K +7,547 +56%
FMTCOCP
503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.32M -$137K -1,200 -6%
OKSA
504
O'Keefe Stevens Advisory
New York
$2.31M +$33.9K +301 +1%
WA
505
Wheatland Advisors
Pennsylvania
$2.28M +$113 +1 +0%
TF
506
TIAA FSB
Florida
$2.28M -$19.1K -169 -0.8%
PA
507
Profund Advisors
Maryland
$2.28M +$18.4K +163 +0.8%
MPAM
508
Murphy Pohlad Asset Management
Minnesota
$2.27M -$2.32M -20,580 -51%
AHC
509
Adell Harriman & Carpenter
Texas
$2.27M -$44.6K -396 -2%
HFM
510
Hartford Financial Management
Connecticut
$2.26M -$100K -887 -4%
FCI
511
Financial Counselors Inc
Kansas
$2.26M -$3.49K -31 -0.2%
SFG
512
SevenBridge Financial Group
Pennsylvania
$2.25M -$15.9K -141 -0.7%
Balyasny Asset Management
513
Balyasny Asset Management
Illinois
$2.25M -$988K -8,762 -31%
SWP
514
Stratos Wealth Partners
Ohio
$2.22M -$155K -1,378 -7%
CIP
515
Convergence Investment Partners
Florida
$2.17M -$1.66M -14,720 -43%
BFEC
516
Benjamin F. Edwards & Company
Missouri
$2.17M -$11.5K -102 -0.5%
PWAP
517
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.16M +$113 +1 +0%
LOAMS
518
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.15M +$428K +3,792 +25%
IB
519
Intrust Bank
Kansas
$2.14M -$19.1K -169 -0.9%
CI
520
Conning Inc
Connecticut
$2.14M -$129K -1,140 -6%
CVM
521
Cheviot Value Management
California
$2.11M -$33.8K -300 -2%
FBT
522
First Bankers Trust
Kentucky
$2.09M -$33.8K -300 -2%
FLI
523
Family Legacy Inc
South Carolina
$2.09M +$21.4K +190 +1%
WAAG
524
Wealth Alliance Advisory Group
Kansas
$2.06M – – –
FIM
525
Fernwood Investment Management
Massachusetts
$2.05M -$90.2K -800 -4%
19 20
21
22 23