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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 %
TSW
926
Thompson Siegel & Walmsley
Virginia
$215K – – –
SCA
927
Salient Capital Advisors
Texas
$214K – – –
AFG
928
Albion Financial Group
Utah
$213K – – –
RBC
929
Ronald Blue & Co
Georgia
$213K +$3.3K +40 +2%
CIA
930
Choate Investment Advisors
Massachusetts
$212K – – –
AA
931
ALPS Advisors
Colorado
$212K +$212K +2,566 New
PMG
932
ProVise Management Group
Florida
$212K +$212K +2,571 New
CCMG
933
Clark Capital Management Group
Pennsylvania
$211K -$116K -1,407 -36%
BC
934
Bartlett & Co
Ohio
$211K +$82.7K +1,000 +65%
TFO
935
Tarbox Family Office
California
$211K +$145K +1,750 +219%
MWM
936
Modera Wealth Management
New Jersey
$210K -$12.6K -152 -6%
RCAG
937
Rehmann Capital Advisory Group
Michigan
$210K -$2.74K -33 -1%
HI
938
Hudock Inc
Pennsylvania
$207K +$1.32K +16 +0.6%
FHC
939
First Heartland Consultants
Missouri
$207K +$207K +2,502 New
JFL
940
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K -$8.26K -100 -4%
CAM
941
Covenant Asset Management
New Jersey
$203K +$203K +2,450 New
AI
942
Atria Investments
North Carolina
$203K +$203K +2,455 New
MIP
943
Marietta Investment Partners
Wisconsin
$203K +$203K +2,457 New
FAT
944
First American Trust
California
$203K +$203K +2,459 New
CWM
945
Cabot Wealth Management
Massachusetts
$203K +$203K +2,460 New
CC
946
Courier Capital
New York
$202K +$202K +2,446 New
NWP
947
Northstar Wealth Partners
Connecticut
$202K +$202K +2,452 New
KCM
948
Kanawha Capital Management
Virginia
$201K +$201K +2,427 New
SBL
949
Sargent Bickham Lagudis
Colorado
$199K +$2.23K +27 +1%
FANJ
950
Financial Architects (New Jersey)
New Jersey
$197K -$664 -8 -0.3%
36 37
38
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