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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 %
IAM
826
Impax Asset Management
New Hampshire
$304K +$24.8K +300 +9%
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$303K -$18.9K -229 -6%
HSA
828
HBK Sorce Advisory
Pennsylvania
$303K +$303K +3,667 New
BHBT
829
Burke & Herbert Bank & Trust
Virginia
$301K – – –
FCH
830
Freestone Capital Holdings
Washington
$300K -$257K -3,105 -46%
CIA
831
Capital Investment Advisors
Georgia
$300K +$12.3K +149 +4%
BMC
832
Beaton Management Company
Massachusetts
$300K +$300K +3,623 New
SG
833
StoneX Group
New York
$299K +$299K +3,614 New
WPC
834
Waters Parkerson & Co
Louisiana
$298K +$5.12K +62 +2%
CA
835
Capital Advantage
California
$297K -$114K -1,376 -28%
Carson Wealth (CWM LLC)
836
Carson Wealth (CWM LLC)
Nebraska
$296K +$1.9K +23 +0.6%
PFS
837
Prospera Financial Services
Texas
$295K -$352K -4,269 -54%
WA
838
WealthTrust Axiom
Pennsylvania
$293K -$7.93K -96 -3%
HA
839
Harbor Advisors
Florida
$293K – – –
PFP
840
Pinnacle Financial Partners
Tennessee
$291K +$291K +3,521 New
PAM
841
Private Asset Management
California
$290K -$10.3K -125 -3%
LKIM
842
Lawson Kroeker Investment Management
Nebraska
$289K -$24.9K -300 -8%
OPTFSNA
843
Old Point Trust & Financial Services N A
Virginia
$289K -$21.1K -255 -7%
BB
844
Bell Bank
North Dakota
$289K -$11.1K -134 -4%
SCA
845
STALEY CAPITAL ADVISERS
Pennsylvania
$289K – – –
SWM
846
Segment Wealth Management
Texas
$288K -$16.6K -200 -5%
DWM
847
Destination Wealth Management
California
$286K -$161K -1,945 -36%
Fisher Asset Management
848
Fisher Asset Management
Washington
$285K -$163K -1,969 -36%
PK
849
Pflug Koory
Nebraska
$285K +$12.4K +150 +5%
WT
850
Washington Trust
Rhode Island
$283K -$4.14K -50 -1%
32 33
34
35 36