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 %
JGUA
851
John G. Ullman & Associates
New York
$523K – – –
SAM
852
SignalPoint Asset Management
Missouri
$521K -$165K -1,465 -24%
FNFDCM
853
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$521K – – –
MSAM
854
Moloney Securities Asset Management
Missouri
$521K +$903 +8 +0.2%
NFG
855
Next Financial Group
Texas
$520K -$94.5K -838 -15%
STMM
856
South Texas Money Management
Texas
$520K – – –
WI
857
Wedgewood Investors
Pennsylvania
$518K -$5.63K -50 -1%
Fisher Asset Management
858
Fisher Asset Management
Washington
$518K +$2.14K +19 +0.4%
CCM
859
Compton Capital Management
Rhode Island
$516K – – –
ZB
860
Zions Bancorporation
Utah
$516K +$516K +4,578 New
LCM
861
LVM Capital Management
Michigan
$513K -$19.2K -170 -4%
AWM
862
Altium Wealth Management
New York
$513K +$11.8K +105 +2%
CA
863
Clearstead Advisors
Ohio
$506K -$38.7K -343 -7%
WEC
864
Winslow Evans & Crocker
Massachusetts
$506K – – –
MSS
865
Mitchell Sinkler & Starr
Pennsylvania
$505K – – –
SC
866
SRB Corp
Massachusetts
$505K +$26K +231 +5%
SWM
867
SeaCrest Wealth Management
New York
$504K -$208K -1,850 -29%
NCMW
868
Northern Capital Management (Wisconsin)
Wisconsin
$502K – – –
SNT
869
Security National Trust
West Virginia
$498K -$26.1K -232 -5%
BA
870
BKS Advisors
Michigan
$497K -$423K -3,754 -46%
MGIA
871
Matthew Goff Investment Advisor
Texas
$497K -$61.5K -546 -11%
ST
872
Spinnaker Trust
Maine
$491K -$33.8K -300 -6%
AWA
873
Arete Wealth Advisors
Illinois
$485K +$91.6K +812 +23%
OA
874
Oxbow Advisors
Texas
$484K -$22.3K -198 -4%
CAM
875
Cypress Asset Management
Texas
$484K -$6.54K -58 -1%
33 34
35
36 37