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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 %
FRM
776
Fox Run Management
Connecticut
$356K +$356K +4,300 New
PAS
777
Partnervest Advisory Services
California
$353K +$8.26K +100 +2%
Jones Financial Companies
778
Jones Financial Companies
Missouri
$352K -$179K -2,162 -34%
WIA
779
Westbourne Investment Advisors
Maryland
$352K – – –
AWM
780
AE Wealth Management
Kansas
$351K +$83.4K +1,007 +31%
ZCA
781
Zeke Capital Advisors
Pennsylvania
$351K +$351K +4,239 New
GG
782
Gofen & Glossberg
Illinois
$349K -$52.5K -635 -13%
ST
783
Spinnaker Trust
Maine
$348K +$2.48K +30 +0.7%
AWA
784
Arete Wealth Advisors
Illinois
$348K +$348K +4,207 New
FI
785
FormulaFolio Investments
Michigan
$346K +$112K +1,349 +48%
NSAM
786
North Star Asset Management
Wisconsin
$345K – – –
NFG
787
Next Financial Group
Texas
$345K +$36.6K +443 +12%
FMLI
788
Fukoku Mutual Life Insurance
Japan
$343K – – –
RGC
789
Roberts, Glore & Co
Illinois
$342K – – –
CIM
790
Corbyn Investment Management
Maryland
$341K – – –
SFG
791
Sather Financial Group
Texas
$340K +$340K +4,111 New
1832 Asset Management
792
1832 Asset Management
Ontario, Canada
$338K -$98.9K -1,200 -23%
NFP
793
Narus Financial Partners
Utah
$338K +$338K +4,089 New
SCA
794
Sage Capital Advisors
South Dakota
$337K +$337K +4,075 New
JC
795
Jacobs & Co
California
$336K -$23.8K -288 -7%
ARMT
796
Amica Retiree Medical Trust
Rhode Island
$335K – – –
Mirae Asset Global Investments
797
Mirae Asset Global Investments
South Korea
$335K +$38.9K +474 +13%
FSA
798
Franklin Street Advisors
North Carolina
$333K +$3.4K +41 +1%
HB
799
Homrich & Berg
Georgia
$331K +$35.3K +426 +12%
BAM
800
Berkshire Asset Management
Pennsylvania
$330K +$17.2K +208 +6%
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