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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 %
BO
751
Bank OZK
Arkansas
$768K +$88.3K +783 +13%
VCA
752
Verdence Capital Advisors
Maryland
$766K +$359K +3,181 +88%
AF
753
Advisornet Financial
Minnesota
$764K -$41.8K -371 -5%
AFIA
754
America First Investment Advisors
Nebraska
$762K – – –
CEP
755
Chicago Equity Partners
Illinois
$759K +$255K +2,265 +51%
FTC
756
Farmers Trust Company
Ohio
$756K +$3.61K +32 +0.5%
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$750K +$120K +1,065 +19%
GLA
758
Good Life Advisors
Pennsylvania
$748K +$6.19K +55 +0.8%
WSFS
759
Wilmington Savings Fund Society
Delaware
$746K -$12K -106 -2%
BBHC
760
Brown Brothers Harriman & Co
New York
$742K +$14.4K +128 +2%
Jennison Associates
761
Jennison Associates
New York
$737K +$165K +1,463 +29%
PFS
762
Prospera Financial Services
Texas
$737K +$201K +1,752 +37%
VIA
763
Vident Investment Advisory
Georgia
$737K +$313K +2,779 +74%
VDI
764
Vaughan David Investments
Illinois
$732K – – –
SFA
765
Sequoia Financial Advisors
Ohio
$732K +$8.12K +72 +1%
MRCM
766
M&R Capital Management
New Jersey
$730K +$33.8K +300 +5%
BA
767
Bennicas & Associates
California
$728K – – –
CCM
768
Covington Capital Management
California
$722K -$90.2K -800 -11%
OWP
769
Obermeyer Wealth Partners
Colorado
$718K +$67.7K +600 +10%
LW
770
Linscomb Wealth
Texas
$717K -$20.3K -180 -3%
IFAM
771
Institutional & Family Asset Management
Colorado
$716K – – –
SC
772
Savant Capital
Illinois
$715K +$5.07K +45 +0.7%
NL
773
NVWM LLC
Pennsylvania
$713K +$21.6K +192 +3%
WT
774
Whittier Trust
California
$712K – – –
FIM
775
Frontier Investment Management
Texas
$712K +$5.86K +52 +0.8%
29 30
31
32 33