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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 %
SCP
901
Syntal Capital Partners
Texas
$333K +$20.3K +201 +6%
VCA
902
Verdence Capital Advisors
Maryland
$332K +$332K +3,285 New
ATC
903
Argent Trust Co
Tennessee
$331K -$7.6K -75 -2%
CC
904
Cadinha & Co
Hawaii
$329K – – –
BCM
905
Brookstone Capital Management
Illinois
$329K +$505 +5 +0.2%
GP
906
Girard Partners
Pennsylvania
$328K -$25.9K -256 -7%
Carson Wealth (CWM LLC)
907
Carson Wealth (CWM LLC)
Nebraska
$328K -$3.24K -32 -1%
WIS
908
Wright Investors Service
Connecticut
$328K -$1.11K -11 -0.3%
MCM
909
Maryland Capital Management
Maryland
$327K -$63.4K -627 -16%
TCOO
910
Trust Company of Oklahoma
Oklahoma
$321K +$321K +3,174 New
BDF
911
Balasa Dinverno & Foltz
$320K – – –
DAC
912
Dividend Assets Capital
South Carolina
$319K -$5.06K -50 -2%
KWM
913
Kingsview Wealth Management
Oregon
$319K +$319K +3,156 New
WPC
914
Waters Parkerson & Co
Louisiana
$318K – – –
MSAM
915
Moloney Securities Asset Management
Missouri
$318K +$6.07K +60 +2%
SP
916
Successful Portfolios
Florida
$317K +$317K +3,130 New
KC
917
KHP Capital
Oklahoma
$315K +$315K +3,115 New
WA
918
WealthTrust Axiom
Pennsylvania
$314K -$4.75K -47 -1%
IWP
919
Icon Wealth Partners
Texas
$313K +$313K +3,090 New
FRM
920
Fox Run Management
Connecticut
$311K -$539K -5,326 -63%
AW
921
Alpha Windward
Massachusetts
$311K -$5.16K -51 -2%
WT
922
Washington Trust
Rhode Island
$309K -$6.57K -65 -2%
HIIFS
923
Harel Insurance Investments & Financial Services
Israel
$309K – – –
PAM
924
Private Asset Management
California
$309K – – –
FCH
925
Freestone Capital Holdings
Washington
$306K -$30.3K -300 -9%
35 36
37
38 39