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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 %
WIP
626
Wellesley Investment Partners
Massachusetts
$1.26M -$786 -7 -0.1%
UA
627
Unison Advisors
District of Columbia
$1.26M +$9.1K +81 +0.7%
BWM
628
Buckley Wealth Management
Nevada
$1.26M -$66K -588 -5%
TSS
629
Two Sigma Securities
New York
$1.25M +$1.01M +8,988 +419%
DWM
630
Dakota Wealth Management
Florida
$1.24M +$1.24M +10,999 New
FM
631
Forward Management
California
$1.24M -$22K -196 -2%
First Manhattan
632
First Manhattan
New York
$1.23M +$73K +650 +6%
FM
633
Foster & Motley
Ohio
$1.23M +$2.58K +23 +0.2%
FDCDDQ
634
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.22M -$102K -905 -8%
SKK
635
Shepherd Kaplan Krochuk
Massachusetts
$1.22M – – –
CC
636
Cannell & Co
New York
$1.21M – – –
UR
637
USCA RIA
Texas
$1.21M -$112K -999 -8%
CC
638
ClearArc Capital
Ohio
$1.21M +$5.17K +46 +0.4%
FAAS
639
First Allied Advisory Services
California
$1.2M -$114K -1,011 -9%
RC
640
Roundview Capital
New Jersey
$1.2M +$6.74K +60 +0.6%
BHWM
641
Bar Harbor Wealth Management
New Hampshire
$1.18M +$4.49K +40 +0.4%
CT
642
Cambridge Trust
Massachusetts
$1.17M +$5.62K +50 +0.5%
ZCM
643
Zebra Capital Management
Connecticut
$1.17M -$436K -3,877 -27%
BFG
644
Beacon Financial Group
Texas
$1.15M +$112 +1 +0%
PL
645
Polianta Ltd
Jersey
$1.15M +$1.15M +10,200 New
SMC
646
Smith, Moore & Co
Missouri
$1.14M +$37.6K +335 +3%
MCM
647
Mitchell Capital Management
Kansas
$1.13M +$257K +2,284 +29%
MC
648
Moors & Cabot
Massachusetts
$1.12M -$265K -2,361 -19%
TCOT
649
Trust Company of Toledo
Ohio
$1.12M -$8.42K -75 -0.7%
FNBT
650
FineMark National Bank & Trust
Florida
$1.11M +$159K +1,411 +17%
24 25
26
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