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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 %
FC
601
Ferris Capital
Massachusetts
$1.48M -$6.09K -54 -0.4%
BOS
602
Bank of Stockton
California
$1.48M +$76.1K +676 +5%
SYBT
603
Stock Yards Bank & Trust
Kentucky
$1.47M +$5.52K +49 +0.4%
LDB
604
Lee, Danner & Bass
Tennessee
$1.46M -$107K -953 -7%
LFAS
605
Level Four Advisory Services
Texas
$1.45M -$217K -1,929 -13%
AIL
606
AGF Investments LLC
Ontario, Canada
$1.45M +$1.37M +12,178 +1,829%
ECM
607
Everence Capital Management
Indiana
$1.44M -$157K -1,390 -10%
FMC
608
First Merchants Corp
Indiana
$1.43M +$22.5K +200 +2%
WCM
609
Weik Capital Management
Pennsylvania
$1.43M -$50.2K -445 -3%
AT
610
Arden Trust
Delaware
$1.42M -$88.4K -784 -6%
PTC
611
Private Trust Company
Ohio
$1.42M +$35.2K +312 +3%
BC
612
Burney Company
Virginia
$1.41M -$742K -6,583 -34%
CC
613
Claybrook Capital
Massachusetts
$1.41M – – –
RM
614
Resource Management
Louisiana
$1.4M – – –
CCA
615
Catalyst Capital Advisors
New York
$1.4M -$947K -8,400 -40%
CFMC
616
Curbstone Financial Management Corp
New Hampshire
$1.4M -$22.5K -200 -2%
SPC
617
Sigma Planning Corp
Michigan
$1.4M +$79.9K +709 +6%
AI
618
Atria Investments
North Carolina
$1.39M +$884K +7,842 +173%
TFA
619
Transamerica Financial Advisors
Florida
$1.39M -$48.9K -434 -3%
CCT
620
Chemung Canal Trust
New York
$1.39M -$1.89M -16,773 -58%
CCMD
621
Cypress Capital Management (Delaware)
Delaware
$1.39M -$22.5K -200 -2%
HTC
622
Haverford Trust Company
Pennsylvania
$1.38M – – –
PCM
623
Penserra Capital Management
California
$1.37M +$1.32M +11,738 +2,644%
VFA
624
Voya Financial Advisors
Connecticut
$1.37M +$468K +4,144 +52%
CBTWT
625
Community Bank & Trust (Waco, Texas)
Texas
$1.37M +$28.3K +251 +2%
23 24
25
26 27