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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 %
OA
801
Oxbow Advisors
Texas
$453K +$202 +2 +0%
YWP
802
YorkBridge Wealth Partners
New York
$452K -$51.7K -543 -10%
TCM
803
Tributary Capital Management
Nebraska
$445K – – –
Jones Financial Companies
804
Jones Financial Companies
Missouri
$444K -$55.1K -545 -11%
GF
805
Goodman Financial
Texas
$440K -$25.3K -250 -5%
PAS
806
Partnervest Advisory Services
California
$440K -$7.59K -75 -2%
DAS
807
Dynamic Advisor Solutions
Arizona
$439K +$101 +1 +0%
IG
808
ING Group
Netherlands
$438K +$438K +4,334 New
LNB
809
Ledyard National Bank
$436K -$19.7K -195 -4%
LC
810
Lourd Capital
California
$435K +$435K +4,300 New
FSA
811
Franklin Street Advisors
North Carolina
$431K +$29.8K +295 +7%
RMCM
812
Reynders McVeigh Capital Management
Massachusetts
$430K – – –
WIA
813
Westbourne Investment Advisors
Maryland
$430K – – –
ARMC
814
American Research & Management Company
Massachusetts
$428K -$70.8K -700 -14%
CAM
815
Cypress Asset Management
Texas
$426K -$89.9K -888 -17%
GG
816
Gofen & Glossberg
Illinois
$424K – – –
FFA
817
First Foundation Advisors
California
$423K -$15.2K -150 -3%
FFBTD
818
First Financial Bank - Trust Division
Ohio
$423K -$6.67K -66 -2%
VC
819
Vicus Capital
Pennsylvania
$422K -$15.5K -153 -4%
ST
820
Spinnaker Trust
Maine
$422K – – –
CA
821
Calton & Associates
Florida
$422K +$422K +3,951 New
MCA
822
Mercer Capital Advisers
New Jersey
$420K -$15.8K -156 -4%
FMLI
823
Fukoku Mutual Life Insurance
Japan
$420K – – –
SG
824
Somerset Group
Minnesota
$419K +$99.2K +981 +31%
PGWM
825
Parisi Gray Wealth Management
New Jersey
$418K +$418K +4,107 New
31 32
33
34 35