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 %
MYLI
826
Meiji Yasuda Life Insurance
Japan
$578K +$297K +2,640 +106%
KA
827
Kovack Advisors
Florida
$576K -$81.8K -725 -12%
GIA
828
Guyasuta Investment Advisors
Pennsylvania
$573K +$33.2K +295 +6%
AB
829
Atlas Brown
Kentucky
$572K – – –
PT
830
Plimoth Trust
Massachusetts
$568K – – –
1SB
831
1ST Source Bank
Indiana
$567K -$12.7K -113 -2%
UFG
832
United Fire Group
Iowa
$567K – – –
MA
833
Montag & Associates
Georgia
$567K +$2.93K +26 +0.5%
GC
834
Guardian Capital
Ontario, Canada
$565K +$565K +5,012 New
MMPW
835
Mitchell McLeod Pugh & Williams
Alabama
$563K -$2.82K -25 -0.5%
HSA
836
HBK Sorce Advisory
Pennsylvania
$560K +$8.8K +78 +2%
LBC
837
Lowe Brockenbrough & Co
Virginia
$559K -$28.7K -255 -5%
BSW
838
Buckingham Strategic Wealth
Missouri
$557K -$67.7K -600 -11%
AIM
839
Anchor Investment Management
South Carolina
$556K – – –
AWE
840
Avidian Wealth Enterprises
Texas
$553K +$3.83K +34 +0.7%
PL
841
Plancorp LLC
Missouri
$551K +$21.7K +192 +4%
MMG
842
Monetary Management Group
Missouri
$550K – – –
PVWM
843
Point View Wealth Management
New Jersey
$549K -$8.35K -74 -1%
CIC
844
Crawford Investment Counsel
Georgia
$548K – – –
ONB
845
Old National Bancorp
Indiana
$541K – – –
FFBTD
846
First Financial Bank - Trust Division
Ohio
$539K -$25.2K -223 -4%
WSCM
847
Wellington Shields Capital Management
New York
$530K +$1.24K +11 +0.2%
LOAME
848
Lombard Odier Asset Management (Europe)
United Kingdom
$525K – – –
PBO
849
Peoples Bank (Ohio)
Ohio
$524K -$50.3K -446 -9%
CCMG
850
Clark Capital Management Group
Pennsylvania
$524K – – –
32 33
34
35 36