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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 %
BFA
626
Bragg Financial Advisors
North Carolina
$1.36M – – –
AMIM
627
Aull & Monroe Investment Management
Alabama
$1.34M +$16.9K +150 +1%
MCM
628
Manchester Capital Management
Vermont
$1.34M – – –
BCCM
629
Bridge Creek Capital Management
Massachusetts
$1.33M +$13.2K +117 +1%
TIA
630
Trust Investment Advisors
Indiana
$1.33M – – –
UCMOK
631
United Capital Management of KS
Kansas
$1.32M +$1.32M +12,101 New
FNBTCON
632
First National Bank & Trust Co of Newtown
Pennsylvania
$1.31M -$65.8K -583 -5%
TBA
633
Tower Bridge Advisors
Pennsylvania
$1.31M -$8.91K -79 -0.7%
LNWWM
634
Laird Norton Wetherby Wealth Management
California
$1.31M -$2.71K -24 -0.2%
AIA
635
Armor Investment Advisors
North Carolina
$1.31M -$50.5K -448 -4%
WAM
636
Wealthspire Advisors (Maryland)
Maryland
$1.31M -$6.77K -60 -0.5%
SC
637
Saturna Capital
Washington
$1.31M – – –
CM
638
CoreCommodity Management
Connecticut
$1.3M -$5.86K -52 -0.4%
LIC
639
Lodestar Investment Counsel
Illinois
$1.3M – – –
BRWA
640
B. Riley Wealth Advisors
Florida
$1.3M -$34.3K -304 -3%
FAAS
641
First Allied Advisory Services
California
$1.28M +$84.7K +755 +7%
UA
642
Unison Advisors
District of Columbia
$1.27M +$8.9K +79 +0.7%
WIP
643
Wellesley Investment Partners
Massachusetts
$1.27M -$1.58K -14 -0.1%
PP
644
Patten & Patten
Tennessee
$1.26M -$27.5K -244 -2%
MCM
645
Mitchell Capital Management
Kansas
$1.26M +$129K +1,147 +11%
BAM
646
Belpointe Asset Management
Nevada
$1.26M +$479K +4,255 +61%
SSB
647
Sandy Spring Bank
Maryland
$1.25M -$79.3K -703 -6%
BS
648
Banco Santander
Spain
$1.25M +$384K +3,410 +44%
BHWM
649
Bar Harbor Wealth Management
New Hampshire
$1.25M +$67.1K +595 +6%
CC
650
ClearArc Capital
Ohio
$1.25M +$35.3K +313 +3%
24 25
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