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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 %
AP
576
Advisor Partners
California
$1.63M +$8.46K +75 +0.5%
TCM
577
Tradition Capital Management
New Jersey
$1.62M +$517K +4,589 +47%
CIM
578
CenturyLink Investment Management
Colorado
$1.62M -$194K -1,722 -11%
CFB
579
Cullen/Frost Bankers
Texas
$1.62M +$121K +1,073 +8%
SIC
580
Salem Investment Counselors
North Carolina
$1.62M +$1.69K +15 +0.1%
UH
581
Unigestion Holding
Switzerland
$1.61M -$7.64M -67,783 -83%
AAIM
582
American Assets Investment Management
California
$1.61M – – –
LNC
583
Lincoln National Corp
Pennsylvania
$1.61M +$64.6K +573 +4%
DWM
584
Dakota Wealth Management
Florida
$1.6M +$360K +3,193 +29%
SAM
585
Silvercrest Asset Management
New York
$1.59M -$132K -1,171 -8%
3C
586
361 Capital
Colorado
$1.58M +$1.58M +14,018 New
SIMM
587
Stillwater Investment Management (Minnesota)
Minnesota
$1.58M -$20.5K -182 -1%
CI
588
Cigna Investments
Connecticut
$1.58M +$191K +1,860 +14%
WA1
589
Wimmer Associates 1
California
$1.57M -$16.6K -147 -1%
OAM
590
Oxford Asset Management
United Kingdom
$1.57M +$1.57M +13,914 New
BTNA
591
Bremer Trust National Association
Minnesota
$1.54M -$152K -1,347 -9%
ACG
592
Allen Capital Group
Nebraska
$1.54M -$30.7K -272 -2%
WS
593
Wedbush Securities
California
$1.54M -$2.82K -25 -0.2%
CI
594
Cavalier Investments
Georgia
$1.52M – – –
CI
595
CX Institutional
Indiana
$1.49M +$49.6K +440 +3%
BBI
596
Baxter Bros Inc
Connecticut
$1.49M -$89.2K -791 -6%
Cerity Partners
597
Cerity Partners
New York
$1.48M +$195K +1,729 +15%
VWM
598
Valley Wealth Managers
New Jersey
$1.48M +$1.48M +13,142 New
HT
599
Heritage Trust
Oklahoma
$1.48M -$2.82K -25 -0.2%
FIM
600
Freedom Investment Management
Connecticut
$1.48M -$442K -3,711 -23%
22 23
24
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