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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 %
FNFDCM
751
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$383K – – –
MMPW
752
Mitchell McLeod Pugh & Williams
Alabama
$382K -$2.07K -25 -0.5%
WEC
753
Winslow Evans & Crocker
Massachusetts
$382K – – –
STMM
754
South Texas Money Management
Texas
$381K -$32.1K -389 -8%
SFA
755
Sequoia Financial Advisors
Ohio
$381K -$11.5K -139 -3%
Fiera Capital (Canada)
756
Fiera Capital (Canada)
Quebec, Canada
$380K -$154K -1,860 -29%
IAMOG
757
Investors Asset Management of Georgia
Georgia
$376K -$6.2K -75 -2%
MA
758
Montag & Associates
Georgia
$374K +$165 +2 +0%
VC
759
Vicus Capital
Pennsylvania
$373K -$20.4K -247 -5%
RMCM
760
Reynders McVeigh Capital Management
Massachusetts
$372K -$54.2K -655 -13%
TCM
761
Tributary Capital Management
Nebraska
$372K -$16.5K -200 -4%
AB
762
Atlas Brown
Kentucky
$372K – – –
BPCA
763
Bank Pictet & Cie (Asia)
Singapore
$372K – – –
YWP
764
YorkBridge Wealth Partners
New York
$372K +$11.6K +139 +3%
CS
765
Comerica Securities
Michigan
$371K +$77.1K +932 +26%
CCM
766
Canal Capital Management
Virginia
$371K +$110K +1,329 +42%
OA
767
Oxbow Advisors
Texas
$370K -$180K -2,172 -33%
CCT
768
Chemung Canal Trust
New York
$369K -$697K -8,440 -65%
BA
769
Boston Advisors
Massachusetts
$366K -$280K -3,385 -43%
FFA
770
First Foundation Advisors
California
$365K -$107K -1,295 -23%
CCA
771
Checchi Capital Advisers
California
$365K -$33.1K -401 -8%
BFC
772
Blue Fin Capital
Rhode Island
$365K -$12.9K -156 -3%
FFBTD
773
First Financial Bank - Trust Division
Ohio
$362K +$15.5K +187 +4%
WHG
774
Westwood Holdings Group
Texas
$361K – – –
Koshinski Asset Management
775
Koshinski Asset Management
Illinois
$358K +$140K +1,693 +64%
29 30
31
32 33