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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 %
DWA
676
Douglass Winthrop Advisors
New York
$537K +$16.5K +200 +3%
CSM
677
CAMG Solamere Management
North Carolina
$535K +$2.62K +32 +0.5%
PTC
678
Private Trust Company
Ohio
$534K +$125K +1,513 +31%
FTC
679
Farmers Trust Company
Ohio
$526K – – –
TRCT
680
Tower Research Capital (TRC)
New York
$521K +$487K +5,887 +1,454%
SC
681
Savant Capital
Illinois
$520K -$25.4K -307 -5%
MRCM
682
M&R Capital Management
New Jersey
$519K -$14.6K -175 -3%
FMWA
683
Forvis Mazars Wealth Advisors
Missouri
$519K +$48.1K +581 +10%
WT
684
Whittier Trust
California
$517K -$47.1K -569 -8%
CBB
685
Citizens Business Bank
California
$517K – – –
TG
686
Threshold Group
Washington
$516K +$516K +6,244 New
CFMC
687
Curbstone Financial Management Corp
New Hampshire
$515K +$6.2K +75 +1%
FIM
688
Fruth Investment Management
Texas
$511K – – –
GLA
689
Good Life Advisors
Pennsylvania
$511K +$1.4K +17 +0.3%
WSFS
690
Wilmington Savings Fund Society
Delaware
$508K -$4.13K -50 -0.8%
CL
691
Choreo LLC
Illinois
$505K -$16.5K -200 -3%
YMRC
692
Yorktown Management & Research Company
Virginia
$504K – – –
CFG
693
Citizens Financial Group
Rhode Island
$503K -$61.5K -744 -11%
CWM
694
Cornerstone Wealth Management
Missouri
$498K +$33.3K +405 +7%
CG
695
Caprock Group
Idaho
$494K +$264K +3,197 +115%
REMPR
696
Roof Eidam Maycock Peralta (REMP)
California
$489K – – –
CTA
697
Colonial Trust Advisors
South Carolina
$487K +$54.4K +657 +13%
1SB
698
1ST Source Bank
Indiana
$486K -$4.22K -51 -0.9%
SFS
699
Sowell Financial Services
Arkansas
$483K -$2.64K -31 -0.5%
GHCM
700
Glen Harbor Capital Management
California
$480K +$15.9K +192 +3%
26 27
28
29 30