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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 %
SHCM
901
Stokes & Hubbell Capital Management
Louisiana
$238K – – –
KFC
902
Klingenstein Fields & Co
New York
$236K – – –
MTC
903
McDaniel Terry & Co
Texas
$235K – – –
MWP
904
Moller Wealth Partners
$234K – – –
HWA
905
HCR Wealth Advisors
California
$234K +$910 +11 +0.4%
AA
906
Apriem Advisors
California
$231K +$30K +362 +15%
TWA
907
TCI Wealth Advisors
Arizona
$230K – – –
BCM
908
BTR Capital Management
California
$229K -$75K -905 -25%
EIA
909
Edgemoor Investment Advisors
Maryland
$229K +$229K +2,764 New
WPW
910
Waldron Private Wealth
Pennsylvania
$227K -$32.9K -399 -13%
FMC
911
First Merchants Corp
Indiana
$227K +$4.13K +50 +2%
CPIM
912
Columbia Partners Investment Management
Virginia
$226K -$287K -3,479 -56%
Robeco Institutional Asset Management
913
Robeco Institutional Asset Management
Netherlands
$226K -$51.2K -617 -18%
DI
914
Diligent Investors
California
$226K +$226K +2,729 New
CC
915
Cognios Capital
Kansas
$225K -$3.88K -47 -2%
FHA
916
Flagship Harbor Advisors
Massachusetts
$225K +$4.79K +58 +2%
EA
917
Edge Advisors
Georgia
$224K -$23.7K -287 -10%
GW
918
GW & Wade
Massachusetts
$224K -$10.8K -131 -5%
ACM
919
Argent Capital Management
Missouri
$223K -$20.6K -250 -8%
BBA
920
BLB&B Advisors
Pennsylvania
$222K -$32.7K -395 -13%
ST
921
Smithfield Trust
Pennsylvania
$219K – – –
PA
922
Probity Advisors
Texas
$217K +$217K +2,623 New
EGA
923
Eagle Global Advisors
Texas
$215K -$95.7K -1,156 -31%
WJA
924
Williams Jones & Associates
New York
$215K – – –
TSW
925
Thompson Siegel & Walmsley
Virginia
$215K – – –
35 36
37
38 39