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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 %
ECM
801
Estabrook Capital Management
New York
$330K – – –
PIA
802
Peachtree Investment Advisors
Georgia
$328K – – –
WOC
803
West Oak Capital
California
$326K -$10.3K -125 -3%
MCM
804
Maryland Capital Management
Maryland
$326K +$6.45K +78 +2%
BSW
805
Buckingham Strategic Wealth
Missouri
$325K +$27.2K +329 +9%
LPIC
806
LeJeune Puetz Investment Counsel
Michigan
$323K – – –
BWP
807
Baldwin Wealth Partners
Massachusetts
$322K -$20.7K -250 -6%
GT
808
Glenview Trust
Kentucky
$321K -$16.5K -200 -5%
LNB
809
Ledyard National Bank
$321K +$91K +1,100 +40%
CAM
810
Columbia Asset Management
Michigan
$319K -$27.7K -335 -8%
EM
811
Excalibur Management
Massachusetts
$319K -$2.07K -25 -0.6%
TIA
812
Tiemann Investment Advisors
California
$317K – – –
PG
813
Patten Group
Tennessee
$316K -$15K -175 -5%
JIC
814
Joel Isaacson & Co
New York
$316K +$1.16K +14 +0.4%
BFIM
815
Beese Fulmer Investment Management
Ohio
$315K – – –
EWA
816
EP Wealth Advisors
California
$315K +$5.79K +70 +2%
TMAM
817
Tokio Marine Asset Management
Japan
$314K -$180K -2,183 -36%
AIP
818
Almanack Investment Partners
Pennsylvania
$314K +$117K +1,412 +59%
BFM
819
Boothbay Fund Management
New York
$312K +$312K +3,771 New
TNB
820
Thomasville National Bank
Georgia
$309K +$10.1K +122 +3%
MWNA
821
Marshall Wace North America
New York
$309K +$309K +3,722 New
IIM
822
Ipswich Investment Management
Massachusetts
$306K -$10.7K -130 -3%
FB
823
Fulton Bank
Pennsylvania
$305K -$37.4K -453 -11%
NPC
824
National Planning Corporation
California
$304K -$167K -2,005 -35%
SFFS
825
Stonehage Fleming Financial Services
Jersey
$304K -$84.8K -1,025 -22%
31 32
33
34 35