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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.11B
2
O
OppenheimerFunds
New York
+$312M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$129M
4
ClearBridge Investments
ClearBridge Investments
New York
+$111M
5
NEAM
New England Asset Management
Connecticut
+$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$306M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$132M
3
Capital World Investors
Capital World Investors
California
-$131M
4
IAM
Iridian Asset Management
Connecticut
-$117M
5
HFA
Harvest Fund Advisors
Pennsylvania
-$78.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFEC
876
First Financial Equity Corporation
Arizona
$247K +$247K +3,151 New
BBA
877
BLB&B Advisors
Pennsylvania
$244K -$9.84K -124 -4%
ZB
878
Zions Bancorporation
Utah
$242K -$27.2K -344 -10%
RWA
879
RGT Wealth Advisors
Texas
$241K +$241K +3,037 New
EDRIA
880
Edmonds Duncan Registered Investment Advisors
Kansas
$240K -$30.9K -395 -11%
AW
881
Alpha Windward
Massachusetts
$240K +$712 +9 +0.3%
IWA
882
Intercontinental Wealth Advisors
Texas
$238K -$67.2K -848 -22%
DSC
883
Duncker Streett & Co
Missouri
$238K – – –
EA
884
Edge Advisors
Georgia
$237K +$39.4K +499 +20%
SRC
885
Shufro Rose & Co
New York
$236K +$26.3K +333 +13%
ACM
886
Argent Capital Management
Missouri
$234K +$9.92K +125 +4%
GS
887
Girard Securities
California
$233K -$23.2K -293 -9%
BFS
888
Bradley Foster & Sargent
Connecticut
$232K +$713 +9 +0.3%
SPWA
889
SteelBridge Private Wealth Advisors
Florida
$231K +$16.6K +210 +8%
SHCM
890
Stokes & Hubbell Capital Management
Louisiana
$228K – – –
BMCM
891
Bryn Mawr Capital Management
Pennsylvania
$228K – – –
NQWM
892
Northwest Quadrant Wealth Management
Oregon
$228K +$1.43K +18 +0.6%
CIC
893
Carnegie Investment Counsel
Ohio
$227K +$7.89K +99 +4%
KFC
894
Klingenstein Fields & Co
New York
$226K – – –
MTC
895
McDaniel Terry & Co
Texas
$225K -$39.6K -500 -15%
GW
896
GW & Wade
Massachusetts
$225K -$36.3K -459 -14%
MWP
897
Moller Wealth Partners
$224K – – –
FI
898
FormulaFolio Investments
Michigan
$224K +$224K +2,834 New
HWA
899
HCR Wealth Advisors
California
$223K – – –
MWM
900
Mission Wealth Management
California
$222K +$9.91K +125 +5%
34 35
36
37 38