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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 %
BEC
726
Blue Edge Capital
Virginia
$421K +$13.2K +160 +3%
RIM
727
Rampart Investment Management
Connecticut
$419K +$318K +3,854 +317%
RFS
728
Rockefeller Financial Services
New York
$418K – – –
UFG
729
United Fire Group
Iowa
$416K – – –
MCA
730
Mercer Capital Advisers
New Jersey
$416K – – –
CIC
731
Crawford Investment Counsel
Georgia
$415K -$41.4K -500 -9%
PBO
732
Peoples Bank (Ohio)
Ohio
$411K -$2.06K -25 -0.5%
ARMC
733
American Research & Management Company
Massachusetts
$408K – – –
UF
734
Univest Financial
Pennsylvania
$407K +$407K +4,923 New
MMG
735
Monetary Management Group
Missouri
$403K +$8.26K +100 +2%
CG
736
Cutler Group
California
$403K +$403K +4,882 New
Group One Trading
737
Group One Trading
Illinois
$402K +$402K +4,867 New
SCA
738
Snowden Capital Advisors
New York
$400K +$8.43K +102 +2%
WG
739
Welch Group
Alabama
$398K – – –
CCM
740
Compton Capital Management
Rhode Island
$395K -$9.35K -113 -2%
HCM
741
Howland Capital Management
Massachusetts
$395K – – –
HIIFS
742
Harel Insurance Investments & Financial Services
Israel
$394K -$56.6K -685 -13%
ACM
743
Azimuth Capital Management
Michigan
$392K -$86.5K -1,046 -18%
FCMT
744
Founders Capital Management (Texas)
Texas
$390K -$146K -1,762 -27%
LCM
745
LVM Capital Management
Michigan
$390K +$34.7K +420 +10%
WI
746
Wedgewood Investors
Pennsylvania
$388K -$2.07K -25 -0.5%
BCB
747
Brian C. Broderick
$387K – – –
JGUA
748
John G. Ullman & Associates
New York
$386K -$745 -9 -0.2%
AWE
749
Avidian Wealth Enterprises
Texas
$385K – – –
PL
750
Plancorp LLC
Missouri
$383K -$15.9K -192 -4%
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