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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 %
CRC
701
Curi RMB Capital
Illinois
$479K +$479K +5,799 New
VWA
702
V Wealth Advisors
Kansas
$478K -$33.5K -407 -7%
MYAM
703
Meiji Yasuda Asset Management
Japan
$476K -$551K -6,660 -54%
MCM
704
MAI Capital Management
Ohio
$476K +$3.31K +40 +0.7%
NCMW
705
Northern Capital Management (Wisconsin)
Wisconsin
$475K -$15.5K -187 -3%
PA
706
Parallel Advisors
California
$468K +$32.3K +386 +7%
SCM
707
Southport Capital Management
Tennessee
$467K +$5.21K +63 +1%
PVWM
708
Point View Wealth Management
New Jersey
$466K – – –
CM
709
Castleark Management
Illinois
$461K -$584K -7,060 -56%
FCBT
710
First Citizens Bank & Trust
North Carolina
$459K -$494K -5,975 -52%
PWP
711
Private Wealth Partners
California
$459K – – –
KA
712
Kovack Advisors
Florida
$459K +$85.4K +1,033 +23%
W
713
Wealthfront
California
$457K +$23.6K +285 +5%
ATC
714
Adirondack Trust Company
New York
$455K -$328K -3,972 -42%
AIM
715
Anchor Investment Management
South Carolina
$449K -$17.9K -216 -4%
MYLI
716
Meiji Yasuda Life Insurance
Japan
$445K -$41.4K -500 -9%
WTC
717
WhitTier Trust Company
Nevada
$444K -$24.7K -299 -5%
GF
718
Goodman Financial
Texas
$438K -$12.6K -152 -3%
IFAM
719
Institutional & Family Asset Management
Colorado
$435K – – –
CAM
720
Cypress Asset Management
Texas
$431K -$122K -1,473 -22%
Jennison Associates
721
Jennison Associates
New York
$431K -$21.8K -263 -5%
SCM
722
Schnieders Capital Management
California
$424K – – –
LBC
723
Lowe Brockenbrough & Co
Virginia
$423K – – –
EGA
724
E&G Advisors
Texas
$422K +$41.4K +500 +11%
AZA
725
Arthur Zaske & Associates
Michigan
$421K +$16.5K +200 +4%
27 28
29
30 31