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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
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
BlackRock
New York
$3.27B
3
AQR Capital Management
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
576
Arden Trust
Delaware
$1.51M -$44.2K -393 -3%
1832 Asset Management
577
1832 Asset Management
Ontario, Canada
$1.5M +$144K +1,290 +11%
Northwestern Mutual Wealth Management
578
Northwestern Mutual Wealth Management
Wisconsin
$1.5M +$146K +1,302 +11%
WF
579
Welch & Forbes
Massachusetts
$1.5M +$57.1K +508 +4%
CFB
580
Cullen/Frost Bankers
Texas
$1.49M -$171K -1,520 -10%
FC
581
Ferris Capital
Massachusetts
$1.48M -$19.3K -172 -1%
HT
582
Heritage Trust
Oklahoma
$1.48M -$8.98K -80 -0.6%
WCM
583
Weik Capital Management
Pennsylvania
$1.48M -$50.6K -450 -3%
SYBT
584
Stock Yards Bank & Trust
Kentucky
$1.46M -$47.7K -425 -3%
CI
585
CX Institutional
Indiana
$1.44M +$1.44M +12,810 New
TFA
586
Transamerica Financial Advisors
Florida
$1.43M +$1.1M +9,774 +330%
CFMC
587
Curbstone Financial Management Corp
New Hampshire
$1.42M -$61.8K -550 -4%
IA
588
IFP Advisors
Florida
$1.42M -$118K -1,048 -8%
B
589
Barings
North Carolina
$1.41M +$877K +7,809 +164%
FMC
590
First Merchants Corp
Indiana
$1.41M +$22.5K +200 +2%
CC
591
Claybrook Capital
Massachusetts
$1.4M +$1.4M +12,500 New
CCMD
592
Cypress Capital Management (Delaware)
Delaware
$1.4M – – –
SSA
593
Schonfeld Strategic Advisors
New York
$1.4M +$1.4M +12,488 New
RM
594
Resource Management
Louisiana
$1.4M +$4.6K +41 +0.3%
BOS
595
Bank of Stockton
California
$1.39M +$14K +125 +1%
PTC
596
Private Trust Company
Ohio
$1.38M +$359K +3,195 +35%
HTC
597
Haverford Trust Company
Pennsylvania
$1.38M +$18.6K +166 +1%
RB
598
Rodgers Brothers
Pennsylvania
$1.38M +$56.4K +502 +4%
FNBTCON
599
First National Bank & Trust Co of Newtown
Pennsylvania
$1.37M -$18.5K -165 -1%
BFA
600
Bragg Financial Advisors
North Carolina
$1.36M -$14.6K -130 -1%
22 23
24
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