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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 %
SCM
801
Southport Capital Management
Tennessee
$580K -$20.8K -185 -3%
AAA
802
Adams Asset Advisors
Texas
$579K -$290K -2,582 -33%
1SB
803
1ST Source Bank
Indiana
$578K -$71.7K -638 -11%
BEC
804
Blue Edge Capital
Virginia
$575K +$786 +7 +0.1%
AB
805
Atlas Brown
Kentucky
$574K – – –
PBO
806
Peoples Bank (Ohio)
Ohio
$572K -$1.12K -10 -0.2%
Jennison Associates
807
Jennison Associates
New York
$570K +$322K +2,866 +130%
PT
808
Plimoth Trust
Massachusetts
$566K – – –
UFG
809
United Fire Group
Iowa
$565K – – –
MMPW
810
Mitchell McLeod Pugh & Williams
Alabama
$564K +$44.9K +400 +9%
HAM
811
Highstreet Asset Management
Ontario, Canada
$564K +$541K +4,813 +2,325%
CAI
812
Capital Advisors Inc
Oklahoma
$562K -$49.8K -444 -8%
MA
813
Montag & Associates
Georgia
$562K +$53.6K +477 +11%
FFBTD
814
First Financial Bank - Trust Division
Ohio
$562K +$84.4K +751 +18%
MGIA
815
Matthew Goff Investment Advisor
Texas
$557K -$28.1K -250 -5%
PVWM
816
Point View Wealth Management
New Jersey
$555K -$6.63K -59 -1%
AIM
817
Anchor Investment Management
South Carolina
$554K -$5.39K -48 -1%
HSA
818
HBK Sorce Advisory
Pennsylvania
$549K +$5.84K +52 +1%
AWE
819
Avidian Wealth Enterprises
Texas
$548K – – –
MMG
820
Monetary Management Group
Missouri
$548K – – –
CIC
821
Crawford Investment Counsel
Georgia
$546K -$45.8K -408 -8%
SG
822
Somerset Group
Minnesota
$544K +$78.5K +699 +17%
CA
823
Clearstead Advisors
Ohio
$543K +$7.87K +70 +1%
ONB
824
Old National Bancorp
Indiana
$539K -$30.2K -269 -5%
GIA
825
Guyasuta Investment Advisors
Pennsylvania
$538K +$2.02K +18 +0.4%
31 32
33
34 35