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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
876
STALEY CAPITAL ADVISERS
Pennsylvania
$354K – – –
SICM
877
Sustainable Insight Capital Management
New York
$354K +$91K +900 +35%
LKIM
878
Lawson Kroeker Investment Management
Nebraska
$353K – – –
EWA
879
EP Wealth Advisors
California
$349K -$17.7K -175 -5%
GXMC
880
Global X Management Company
New York
$347K -$2.73K -27 -0.8%
CCMG
881
Clark Capital Management Group
Pennsylvania
$345K +$91.4K +904 +36%
AFP
882
Ausdal Financial Partners
Iowa
$344K -$2.63K -26 -0.8%
OPTFSNA
883
Old Point Trust & Financial Services N A
Virginia
$344K – – –
SRC
884
Shufro Rose & Co
New York
$344K – – –
BAM
885
Barrett Asset Management
New York
$344K +$140K +1,385 +69%
WIA
886
Wealthstreet Investment Advisors
Texas
$343K +$343K +3,395 New
TC
887
Trust Company
Kansas
$342K +$15.3K +151 +5%
MFG
888
Monte Financial Group
Connecticut
$340K +$340K +3,363 New
CAG
889
Csenge Advisory Group
Florida
$339K +$339K +3,355 New
SCM
890
Schnieders Capital Management
California
$337K -$80.9K -800 -19%
GT
891
Greenleaf Trust
Michigan
$337K +$8.19K +81 +2%
VCWA
892
Vanguard Capital Wealth Advisors
Colorado
$337K +$337K +3,327 New
AIM
893
Allen Investment Management
New York
$336K – – –
AIP
894
Almanack Investment Partners
Pennsylvania
$336K +$3.84K +38 +1%
IWA
895
Inspirion Wealth Advisors
Illinois
$336K +$10.1K +100 +3%
MIA
896
MainStreet Investment Advisors
Illinois
$336K +$336K +3,317 New
BA
897
Ballew Advisors
Mississippi
$336K +$336K +3,320 New
BB
898
Bell Bank
North Dakota
$335K -$101 -1 -0%
SWK
899
Stephen W. Kidder
$335K – – –
SAM
900
Summit Asset Management
Tennessee
$333K +$101 +1 +0%
34 35
36
37 38