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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 %
CIC
876
Carnegie Investment Counsel
Ohio
$262K +$17.2K +200 +7%
AssetMark Inc
877
AssetMark Inc
California
$262K +$71.9K +869 +38%
SG
878
Somerset Group
Minnesota
$261K – – –
TCOV
879
Trust Company of Vermont
Vermont
$261K +$37.2K +449 +17%
SRC
880
Shufro Rose & Co
New York
$260K +$13.8K +167 +6%
NME
881
Notis-McConarty Edward
$259K – – –
AW
882
Alpha Windward
Massachusetts
$259K +$7.7K +93 +3%
GT
883
Greenleaf Trust
Michigan
$258K -$89.4K -1,081 -26%
BDF
884
Balasa Dinverno & Foltz
$257K -$69K -833 -21%
AFP
885
Ausdal Financial Partners
Iowa
$256K -$4.13K -50 -2%
DLA
886
Douglas Lane & Associates
New York
$255K -$33.1K -400 -11%
MSAM
887
Moloney Securities Asset Management
Missouri
$255K -$23K -279 -8%
BOS
888
Bank of Stockton
California
$255K +$28.5K +345 +13%
KIA
889
KCM Investment Advisors
California
$254K -$48.4K -585 -16%
AIP
890
Ahrens Investment Partners
Louisiana
$251K -$8.2K -99 -3%
FWP
891
FAS Wealth Partners
Kansas
$249K -$34.7K -420 -12%
NL
892
NWAM LLC
Washington
$248K -$36.6K -443 -13%
NQWM
893
Northwest Quadrant Wealth Management
Oregon
$248K +$5.01K +59 +2%
KACA
894
Kayne Anderson Capital Advisors
California
$248K +$248K +3,000 New
BFS
895
Bradley Foster & Sargent
Connecticut
$246K +$4.29K +52 +2%
AW
896
ACG Wealth
Georgia
$245K -$89.5K -1,085 -27%
DSC
897
Duncker Streett & Co
Missouri
$245K -$3.31K -40 -1%
EDRIA
898
Edmonds Duncan Registered Investment Advisors
Kansas
$243K -$11.4K -138 -4%
SPWA
899
SteelBridge Private Wealth Advisors
Florida
$242K – – –
VWM
900
Valley Wealth Managers
New Jersey
$241K -$179K -2,163 -43%
34 35
36
37 38