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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 %
AIA
601
Armor Investment Advisors
North Carolina
$1.36M -$44.7K -398 -3%
AWM
602
AE Wealth Management
Kansas
$1.35M +$348K +3,097 +35%
CA
603
Cornerstone Advisors
North Carolina
$1.35M – – –
NAM
604
NorthCoast Asset Management
Connecticut
$1.35M +$597K +5,313 +79%
CBTWT
605
Community Bank & Trust (Waco, Texas)
Texas
$1.33M – – –
MCM
606
Manchester Capital Management
Vermont
$1.33M +$3.26K +29 +0.2%
SSB
607
Sandy Spring Bank
Maryland
$1.33M -$38.2K -340 -3%
TIA
608
Trust Investment Advisors
Indiana
$1.32M -$16.9K -150 -1%
BRWA
609
B. Riley Wealth Advisors
Florida
$1.32M +$188K +1,677 +17%
SFS
610
Sowell Financial Services
Arkansas
$1.32M +$167K +1,375 +15%
AMIM
611
Aull & Monroe Investment Management
Alabama
$1.32M -$5.61K -50 -0.4%
TBA
612
Tower Bridge Advisors
Pennsylvania
$1.32M +$8.87K +79 +0.7%
AAM
613
Azzad Asset Management
Virginia
$1.31M +$33.8K +301 +3%
BCCM
614
Bridge Creek Capital Management
Massachusetts
$1.31M -$87.7K -781 -6%
SPC
615
Sigma Planning Corp
Michigan
$1.31M +$109K +973 +9%
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$1.31M +$4.27K +38 +0.3%
LNWWM
617
Laird Norton Wetherby Wealth Management
California
$1.31M +$21.8K +194 +2%
CM
618
CoreCommodity Management
Connecticut
$1.31M -$11K -98 -0.8%
SEC
619
Seven Eight Capital
New York
$1.3M +$1.3M +11,596 New
SC
620
Saturna Capital
Washington
$1.3M – – –
LIC
621
Lodestar Investment Counsel
Illinois
$1.29M +$1.57K +14 +0.1%
CPA
622
Capital Planning Advisors
California
$1.29M +$1.29M +11,450 New
PP
623
Patten & Patten
Tennessee
$1.29M -$197K -1,750 -13%
Cerity Partners
624
Cerity Partners
New York
$1.28M +$119K +1,059 +10%
CCM
625
Check Capital Management
California
$1.27M -$2.23M -19,893 -64%
23 24
25
26 27