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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 %
CT
876
Chicago Trust
Illinois
$483K -$55.5K -492 -10%
GG
877
Gofen & Glossberg
Illinois
$481K – – –
YWP
878
YorkBridge Wealth Partners
New York
$481K +$4.7K +41 +1%
HCM
879
Howland Capital Management
Massachusetts
$480K -$25.8K -229 -5%
ARMC
880
American Research & Management Company
Massachusetts
$477K – – –
RIM
881
Rampart Investment Management
Connecticut
$476K -$244K -13,624 -34%
IAMOG
882
Investors Asset Management of Georgia
Georgia
$475K -$22.5K -200 -5%
CLOS
883
Compagnie Lombard Odier SCmA
Switzerland
$475K +$342K +3,040 +258%
FMLI
884
Fukoku Mutual Life Insurance
Japan
$468K – – –
MCA
885
Mercer Capital Advisers
New Jersey
$468K – – –
PAS
886
Partnervest Advisory Services
California
$468K +$6.77K +60 +1%
HB
887
Homrich & Berg
Georgia
$467K +$113 +1 +0%
CPC
888
Congress Park Capital
New York
$467K +$113 +1 +0%
CIM
889
Corbyn Investment Management
Maryland
$465K – – –
FCMT
890
Founders Capital Management (Texas)
Texas
$463K – – –
RG
891
Rathbones Group
United Kingdom
$463K – – –
PCG
892
Private Capital Group
Connecticut
$459K +$35.6K +316 +8%
LNB
893
Ledyard National Bank
$458K -$10K -89 -2%
BFS
894
Bradley Foster & Sargent
Connecticut
$456K +$7.22K +64 +2%
CIA
895
Capital Investment Advisors
Georgia
$454K -$21.6K -192 -5%
GCM
896
Gator Capital Management
Florida
$451K – – –
IAA
897
Independent Advisor Alliance
North Carolina
$450K +$3.21K +32 +0.7%
CPC
898
Cookson Peirce & Co
Pennsylvania
$450K +$6.2K +55 +1%
WIA
899
Westbourne Investment Advisors
Maryland
$449K -$8.46K -75 -2%
BA
900
Boston Advisors
Massachusetts
$447K -$5.64K -50 -1%
34 35
36
37 38