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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
BlackRock
New York
$3.27B
3
AQR Capital Management
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
776
Colonial Trust Advisors
South Carolina
$650K -$8.98K -80 -1%
OWP
777
Obermeyer Wealth Partners
Colorado
$648K -$44.7K -398 -6%
WTC
778
WhitTier Trust Company
Nevada
$647K – – –
SCA
779
Snowden Capital Advisors
New York
$639K +$18.1K +161 +3%
WTB
780
Washington Trust Bank
Washington
$634K +$17.6K +157 +3%
CS
781
Cannell & Spears
New York
$631K -$22.4K -200 -3%
FMWA
782
Forvis Mazars Wealth Advisors
Missouri
$628K +$19.2K +171 +3%
GT
783
Greenleaf Trust
Michigan
$623K +$166K +1,475 +36%
BSW
784
Buckingham Strategic Wealth
Missouri
$622K +$54.9K +489 +10%
CF
785
Centaurus Financial
California
$621K +$495K +4,411 +395%
CL
786
Choreo LLC
Illinois
$612K -$18.1K -161 -3%
NFG
787
Next Financial Group
Texas
$612K +$80.9K +720 +15%
BAM
788
Berkshire Asset Management
Pennsylvania
$611K +$17.3K +154 +3%
ATC
789
Adirondack Trust Company
New York
$605K -$2.47K -22 -0.4%
SL
790
Signition LP
New York
$605K +$605K +5,385 New
RPC
791
Rossmore Private Capital
Connecticut
$603K +$218K +1,944 +57%
DIM
792
DC Investments Management
Virginia
$601K +$601K +5,352 New
PFP
793
Pinnacle Financial Partners
Tennessee
$600K -$7.41K -66 -1%
Rockefeller Capital Management
794
Rockefeller Capital Management
New York
$592K +$23.9K +213 +4%
WG
795
Welch Group
Alabama
$590K -$5.05K -45 -0.8%
MME
796
Meag Munich Ergo
Germany
$589K -$4.74M -42,071 -89%
GT
797
Glenview Trust
Kentucky
$589K -$18K -160 -3%
LBC
798
Lowe Brockenbrough & Co
Virginia
$586K – – –
Dodge & Cox
799
Dodge & Cox
California
$585K – – –
IAM
800
Impax Asset Management
New Hampshire
$584K +$56.6K +504 +11%
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32
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