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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 %
AAM
676
Azzad Asset Management
Virginia
$1.13M -$187K -1,655 -14%
TC
677
Telemus Capital
Michigan
$1.13M +$24.9K +221 +2%
TCOT
678
Trust Company of Toledo
Ohio
$1.13M – – –
PFSC
679
Peoples Financial Services Corp
Pennsylvania
$1.13M +$379K +3,360 +51%
TNBTD
680
Trustmark National Bank Trust Department
Mississippi
$1.11M -$1.36M -12,050 -55%
FI
681
FormulaFolio Investments
Michigan
$1.11M +$59.5K +528 +6%
NSIM
682
North Star Investment Management
Illinois
$1.11M +$50.4K +447 +5%
BWAM
683
Boyd Watterson Asset Management
Ohio
$1.1M -$8.46K -75 -0.8%
GIA
684
GHP Investment Advisors
Colorado
$1.08M – – –
AAM
685
AR Asset Management
California
$1.08M – – –
CT
686
Cambridge Trust
Massachusetts
$1.07M -$103K -910 -9%
BWM
687
Buckley Wealth Management
Nevada
$1.07M -$190K -1,689 -15%
FMT
688
First Mercantile Trust
Tennessee
$1.07M -$10.1K -90 -0.9%
PGWM
689
Parisi Gray Wealth Management
New Jersey
$1.07M +$37.8K +335 +4%
CCFCSB
690
Cape Cod Five Cents Savings Bank
Massachusetts
$1.06M -$1.01K -9 -0.1%
MCM
691
Marathon Capital Management
Maryland
$1.05M -$37.7K -335 -3%
WHG
692
Westwood Holdings Group
Texas
$1.05M -$2.14K -19 -0.2%
XSC
693
X-Square Capital
Puerto Rico
$1.04M +$676 +6 +0.1%
TA
694
Tiedemann Advisors
New York
$1.04M +$110K +974 +12%
NIPH
695
NN Investment Partners Holdings
Netherlands
$1.04M -$29.9K -265 -3%
PAM
696
Palisade Asset Management
Minnesota
$1.02M -$47.4K -420 -4%
FAIM
697
Financial Advocates Investment Management
Washington
$1.02M +$21.3K +189 +2%
VAM
698
Verity Asset Management
North Carolina
$1.02M -$4.29K -38 -0.4%
GJIC
699
Gamble Jones Investment Counsel
California
$1.01M -$16.8K -149 -2%
ANTB
700
AMG National Trust Bank
Colorado
$1.01M -$12.3K -109 -1%
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