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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 Market Value Shares Shares
Change 		Shares
Change %
FWP
926
FAS Wealth Partners
Kansas
$305K 3,013 – –
ST
927
Smithfield Trust
Pennsylvania
$303K 2,989 -15 -0.5%
WJA
928
Williams Jones & Associates
New York
$303K 2,997 +200 +7%
DSC
929
Duncker Streett & Co
Missouri
$300K 2,963 +500 +20%
BC
930
Bartlett & Co
Ohio
$298K 2,950 – –
CPIG
931
Chicago Partners Investment Group
Illinois
$298K 2,945 +160 +6%
TCM
932
Teza Capital Management
Illinois
$297K 2,937 +2,937 New
EDRIA
933
Edmonds Duncan Registered Investment Advisors
Kansas
$296K 2,933 – –
WA
934
WP Advisors
California
$296K 2,926 +20 +0.7%
AI
935
Atria Investments
North Carolina
$295K 2,919 +564 +24%
MWM
936
Mission Wealth Management
California
$294K 2,907 +2,907 New
AssetMark Inc
937
AssetMark Inc
California
$292K 2,887 -682 -19%
NA
938
Navellier & Associates
Nevada
$290K 2,865 -8,700 -75%
TCOV
939
Trust Company of Vermont
Vermont
$290K 2,864 -244 -8%
SHCM
940
Stokes & Hubbell Capital Management
Louisiana
$290K 2,868 -9 -0.3%
ID
941
Integral Derivatives
New York
$289K 2,853 +2,853 New
MTC
942
McDaniel Terry & Co
Texas
$288K 2,843 – –
MWP
943
Moller Wealth Partners
$286K 2,826 -2,826 -50%
AA
944
Apriem Advisors
California
$286K 2,825 -155 -5%
HWA
945
HCR Wealth Advisors
California
$286K 2,830 – –
BP
946
Ballentine Partners
Massachusetts
$285K 2,818 -394 -12%
BJL
947
Brighton Jones LLC
Washington
$285K 2,815 -131 -4%
PP
948
PDS Planning
Ohio
$284K 2,803 +2,803 New
AA
949
ALPS Advisors
Colorado
$281K 2,775 -1,917 -41%
ZIC
950
ZWJ Investment Counsel
Georgia
$281K 2,782 – –
36 37
38
39 40