PSX icon

Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
BlackRock
New York
+$446M
2
Deutsche Bank
Deutsche Bank
Germany
+$139M
3
LSV Asset Management
LSV Asset Management
Illinois
+$124M
4
Prudential Financial
Prudential Financial
New Jersey
+$113M
5
Renaissance Technologies
Renaissance Technologies
New York
+$111M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$2.18B
2
Capital World Investors
Capital World Investors
California
-$229M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$146M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$88.5M
5
SBAM
Santa Barbara Asset Management
California
-$81M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
801
Colonial Trust Advisors
South Carolina
$635K -$17.5K -155 -3%
CS
802
Cannell & Spears
New York
$634K – – –
CG
803
Caprock Group
Idaho
$630K -$57.4K -509 -8%
PCM
804
Poehling Capital Management
Wisconsin
$630K +$161K +1,432 +34%
GCM
805
Gables Capital Management
Florida
$623K -$169K -1,500 -21%
CAI
806
Capital Advisors Inc
Oklahoma
$614K +$49.2K +436 +9%
Qube Research & Technologies (QRT)
807
Qube Research & Technologies (QRT)
United Kingdom
$612K +$612K +5,429 New
CL
808
Choreo LLC
Illinois
$606K -$8.34K -74 -1%
BAM
809
Berkshire Asset Management
Pennsylvania
$606K -$7.45K -66 -1%
FCBT
810
First Citizens Bank & Trust
North Carolina
$604K +$68.6K +608 +13%
ATC
811
Adirondack Trust Company
New York
$602K -$5.3K -47 -0.9%
HAG
812
HighPoint Advisor Group
Illinois
$601K -$13.8K -134 -2%
GT
813
Glenview Trust
Kentucky
$600K +$8.69K +77 +1%
RPC
814
Rossmore Private Capital
Connecticut
$595K -$9.81K -87 -2%
Rockefeller Capital Management
815
Rockefeller Capital Management
New York
$594K – – –
NSAM
816
North Star Asset Management
Wisconsin
$591K -$113K -1,000 -16%
FFA
817
First Foundation Advisors
California
$591K +$74.7K +663 +14%
Dodge & Cox
818
Dodge & Cox
California
$587K – – –
SG
819
Somerset Group
Minnesota
$585K +$39.4K +350 +7%
CCA
820
Checchi Capital Advisers
California
$585K +$46.2K +410 +9%
NIMI
821
Natixis Investment Managers International
France
$585K +$158K +1,400 +37%
SCM
822
Southport Capital Management
Tennessee
$582K – – –
AAA
823
Adams Asset Advisors
Texas
$582K – – –
BEC
824
Blue Edge Capital
Virginia
$578K +$902 +8 +0.2%
DIM
825
DC Investments Management
Virginia
$578K -$25.2K -224 -4%
31 32
33
34 35