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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 %
CCA
826
Checchi Capital Advisers
California
$537K +$7.63K +68 +1%
CT
827
Chicago Trust
Illinois
$536K -$190K -1,692 -26%
FCBT
828
First Citizens Bank & Trust
North Carolina
$533K +$31.4K +280 +6%
LCM
829
LVM Capital Management
Michigan
$530K – – –
WSCM
830
Wellington Shields Capital Management
New York
$527K -$10.1K -90 -2%
PL
831
Plancorp LLC
Missouri
$527K +$112 +1 +0%
SNT
832
Security National Trust
West Virginia
$523K -$34.9K -311 -6%
LOAME
833
Lombard Odier Asset Management (Europe)
United Kingdom
$523K – – –
PFS
834
Prospera Financial Services
Texas
$523K +$40.5K +362 +8%
ST
835
Spinnaker Trust
Maine
$523K +$53.9K +480 +11%
WI
836
Wedgewood Investors
Pennsylvania
$522K -$4.49K -40 -0.9%
CCMG
837
Clark Capital Management Group
Pennsylvania
$522K +$232K +2,062 +80%
JGUA
838
John G. Ullman & Associates
New York
$521K +$5.84K +52 +1%
FNFDCM
839
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$520K – – –
STMM
840
South Texas Money Management
Texas
$518K – – –
MSAM
841
Moloney Securities Asset Management
Missouri
$518K +$29K +258 +6%
FFA
842
First Foundation Advisors
California
$515K +$39.3K +350 +8%
CCM
843
Compton Capital Management
Rhode Island
$514K +$5.62K +50 +1%
Fisher Asset Management
844
Fisher Asset Management
Washington
$514K +$96.2K +856 +23%
AI
845
Atria Investments
North Carolina
$508K +$130K +1,158 +34%
WEC
846
Winslow Evans & Crocker
Massachusetts
$506K – – –
OA
847
Oxbow Advisors
Texas
$505K +$1.69K +15 +0.3%
HCM
848
Howland Capital Management
Massachusetts
$504K +$5.61K +50 +1%
MSS
849
Mitchell Sinkler & Starr
Pennsylvania
$503K – – –
CEP
850
Chicago Equity Partners
Illinois
$501K +$501K +4,465 New
32 33
34
35 36