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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 %
BWAM
651
Boyd Watterson Asset Management
Ohio
$1.1M – – –
TCM
652
Tradition Capital Management
New Jersey
$1.1M -$1.15M -10,219 -51%
TC
653
Telemus Capital
Michigan
$1.1M -$78.7K -701 -7%
AA
654
ALPS Advisors
Colorado
$1.1M -$26K -231 -2%
MCM
655
Marathon Capital Management
Maryland
$1.08M -$6.29K -56 -0.6%
GIA
656
GHP Investment Advisors
Colorado
$1.08M -$9.44K -84 -0.9%
AAM
657
AR Asset Management
California
$1.08M – – –
FMT
658
First Mercantile Trust
Tennessee
$1.08M -$195K -1,734 -15%
W
659
Wealthfront
California
$1.07M +$346K +3,085 +48%
GXMC
660
Global X Management Company
New York
$1.07M +$588K +5,235 +122%
NIPH
661
NN Investment Partners Holdings
Netherlands
$1.07M -$163K -1,451 -13%
PAM
662
Palisade Asset Management
Minnesota
$1.06M -$8.42K -75 -0.8%
IRF
663
IBM Retirement Fund
New York
$1.06M -$144K -1,279 -12%
CCFCSB
664
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M – – –
NSIM
665
North Star Investment Management
Illinois
$1.05M -$354K -3,151 -25%
FI
666
FormulaFolio Investments
Michigan
$1.05M -$167K -1,483 -14%
APA
667
American Portfolios Advisors
New York
$1.05M -$15.4K -137 -1%
WHG
668
Westwood Holdings Group
Texas
$1.05M +$476K +4,233 +84%
HI
669
Horizon Investments
North Carolina
$1.04M -$736K -6,552 -41%
XSC
670
X-Square Capital
Puerto Rico
$1.04M +$2.7K +24 +0.3%
AIA
671
Avalon Investment & Advisory
Texas
$1.03M -$39.9K -355 -4%
GJIC
672
Gamble Jones Investment Counsel
California
$1.03M -$17.1K -152 -2%
ANTB
673
AMG National Trust Bank
Colorado
$1.02M – – –
MYAM
674
Meiji Yasuda Asset Management
Japan
$1.02M -$212K -1,890 -17%
VAM
675
Verity Asset Management
North Carolina
$1.02M -$59K -525 -5%
25 26
27
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