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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$168M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$119M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$108M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$82M
5
Millennium Management
Millennium Management
New York
+$79.5M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
-$104M
2
LSV Asset Management
LSV Asset Management
Illinois
-$89.6M
3
State Street
State Street
Massachusetts
-$68.6M
4
Morgan Stanley
Morgan Stanley
New York
-$63.2M
5
Prudential Financial
Prudential Financial
New Jersey
-$62.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HT
651
HighTower Trust
Texas
$608K -$8.27K -100 -1%
TAM
652
Tocqueville Asset Management
New York
$593K -$12.4K -150 -2%
RCAMU
653
Rothschild & Co Asset Management US
Connecticut
$593K +$593K +7,173 New
WSCM
654
Wellington Shields Capital Management
New York
$590K -$15K -181 -2%
SNT
655
Security National Trust
West Virginia
$587K -$39K -472 -6%
SMC
656
Smith, Moore & Co
Missouri
$586K +$16.5K +200 +3%
CCM
657
Covington Capital Management
California
$583K – – –
VNA
658
Valley National Advisers
Pennsylvania
$582K -$31.5K -381 -5%
HH
659
Hilltop Holdings
Texas
$579K +$3.81K +46 +0.7%
BA
660
Bennicas & Associates
California
$576K – – –
SC
661
Searle & Co
Connecticut
$574K -$4.13K -50 -0.7%
Fuller & Thaler Asset Management
662
Fuller & Thaler Asset Management
California
$571K +$571K +6,900 New
Dodge & Cox
663
Dodge & Cox
California
$569K – – –
PLFAM
664
Pineno Levin & Ford Asset Management
Virginia
$567K +$16.5K +200 +3%
OWP
665
Obermeyer Wealth Partners
Colorado
$564K -$57.1K -690 -9%
CCM
666
Corsair Capital Management
New York
$558K -$151K -1,828 -21%
LOAME
667
Lombard Odier Asset Management (Europe)
United Kingdom
$558K – – –
GWCM
668
Godshalk Welsh Capital Management
Pennsylvania
$552K -$4.14K -50 -0.7%
WA
669
WBH Advisory
Maryland
$549K -$10.4K -126 -2%
PFSC
670
Peoples Financial Services Corp
Pennsylvania
$548K +$41.4K +500 +8%
AFIA
671
America First Investment Advisors
Nebraska
$544K – – –
DWT
672
Dorsey & Whitney Trust
South Dakota
$543K +$83.7K +1,012 +18%
CB
673
Community Bank
New York
$541K -$827 -10 -0.2%
CWP
674
Capital Wealth Planning
Florida
$541K +$541K +6,546 New
Wolverine Trading
675
Wolverine Trading
Illinois
$540K -$1.01M -12,358 -65%
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