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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 %
AAM
526
Auxier Asset Management
Oregon
$1.91M -$29.8K -265 -2%
RWA
527
River Wealth Advisors
Pennsylvania
$1.91M -$13.9K -124 -0.7%
MYIA
528
Mount Yale Investment Advisors
Colorado
$1.89M -$7.64K -68 -0.4%
LMGAM
529
Liberty Mutual Group Asset Management
Massachusetts
$1.88M -$39.2K -349 -2%
Marshall Wace
530
Marshall Wace
United Kingdom
$1.86M +$1.86M +16,520 New
CBB
531
Citizens Business Bank
California
$1.85M +$1.2M +10,700 +184%
CT
532
Coastline Trust
Rhode Island
$1.85M -$147K -1,310 -7%
FEG
533
Fund Evaluation Group
Ohio
$1.85M – – –
Mirae Asset Global Investments
534
Mirae Asset Global Investments
South Korea
$1.83M +$834K +7,439 +83%
BS
535
Boenning & Scattergood
Pennsylvania
$1.81M +$1.81M +16,140 New
ASN
536
Advisory Services Network
Georgia
$1.81M -$140K -1,208 -7%
FC
537
FCA Corp
Texas
$1.81M -$52.7K -469 -3%
CG
538
Colony Group
Massachusetts
$1.81M +$40.1K +357 +2%
FIM
539
Freedom Investment Management
Connecticut
$1.81M +$1.81M +16,116 New
CIM
540
CenturyLink Investment Management
Colorado
$1.81M -$315K -2,803 -15%
OI
541
Oakbrook Investments
Illinois
$1.81M +$1.81M +16,069 New
CFA
542
Carroll Financial Associates
North Carolina
$1.8M -$12.4K -110 -0.7%
HIM
543
Harbour Investment Management
Washington
$1.8M -$200K -1,780 -10%
LCM
544
Logan Capital Management
Pennsylvania
$1.8M -$7.41K -66 -0.4%
GAB
545
German American Bancorp
Indiana
$1.79M +$1.79M +15,945 New
CCMINC
546
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.78M -$15.9K -142 -0.9%
MML Investors Services
547
MML Investors Services
Massachusetts
$1.76M +$38.8K +345 +2%
ZCA
548
Zeke Capital Advisors
Pennsylvania
$1.75M – – –
APFBOT
549
Amica Pension Fund Board of Trustees
Rhode Island
$1.73M – – –
SAM
550
Silvercrest Asset Management
New York
$1.72M – – –
20 21
22
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