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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.61B
2
EIP
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
HSBC Holdings
United Kingdom
$117M
4
BCM
Bridgeway Capital Management
Texas
$44.6M
5
State Street
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$412M
2
O
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
B
776
Barings
North Carolina
$483K -$1.23M -12,200 -72%
LCM
777
LVM Capital Management
Michigan
$478K – – –
FCMT
778
Founders Capital Management (Texas)
Texas
$477K – – –
BFS
779
Bradley Foster & Sargent
Connecticut
$475K +$118K +1,163 +33%
AZA
780
Arthur Zaske & Associates
Michigan
$474K -$40.4K -400 -8%
WI
781
Wedgewood Investors
Pennsylvania
$474K – – –
PL
782
Plancorp LLC
Missouri
$473K +$2.02K +20 +0.4%
UF
783
Univest Financial
Pennsylvania
$471K -$38.9K -384 -8%
WHG
784
Westwood Holdings Group
Texas
$471K +$28.7K +283 +6%
FNFDCM
785
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$468K – – –
CCM
786
Compton Capital Management
Rhode Island
$468K – – –
MMPW
787
Mitchell McLeod Pugh & Williams
Alabama
$468K +$1.01K +10 +0.2%
STMM
788
South Texas Money Management
Texas
$467K -$708 -7 -0.2%
JIM
789
Jupiter Investment Management
United Kingdom
$465K +$465K +4,600 New
JGUA
790
John G. Ullman & Associates
New York
$464K – – –
CPC
791
Congress Park Capital
New York
$464K +$464K +4,591 New
AWA
792
Arete Wealth Advisors
Illinois
$463K +$12.2K +121 +3%
Fisher Asset Management
793
Fisher Asset Management
Washington
$461K +$117K +1,159 +34%
IAMOG
794
Investors Asset Management of Georgia
Georgia
$460K – – –
CCA
795
Checchi Capital Advisers
California
$460K +$11.6K +115 +3%
MA
796
Montag & Associates
Georgia
$458K +$202 +2 +0%
MCM
797
Mitchell Capital Management
Kansas
$457K +$457K +4,516 New
HCM
798
Howland Capital Management
Massachusetts
$456K -$1.21K -12 -0.3%
PFP
799
Pinnacle Financial Partners
Tennessee
$455K +$99.1K +981 +28%
WEC
800
Winslow Evans & Crocker
Massachusetts
$453K -$2.02K -20 -0.4%
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