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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 %
BDF
926
Balasa Dinverno & Foltz
$414K +$7.88K +70 +2%
YIA
927
YHB Investment Advisors
Connecticut
$414K +$105K +935 +34%
PG
928
Patten Group
Tennessee
$413K +$5.64K +50 +1%
IUHSA
929
Itau Unibanco Holding S.A.
Brazil
$410K +$94.5K +837 +30%
MWPCG
930
Measured Wealth Private Client Group
New Hampshire
$409K +$1.24K +11 +0.3%
ACM
931
Azimuth Capital Management
Michigan
$409K +$21.8K +193 +6%
ATC
932
Argent Trust Co
Tennessee
$408K +$21.4K +191 +6%
TCM
933
Tributary Capital Management
Nebraska
$406K -$11.3K -100 -3%
BMC
934
Beaton Management Company
Massachusetts
$405K – – –
JIC
935
Joel Isaacson & Co
New York
$405K +$789 +7 +0.2%
WPA
936
West Paces Advisors
Georgia
$405K -$2.25K -20 -0.6%
BFC
937
Blue Fin Capital
Rhode Island
$403K -$5.19K -46 -1%
UR
938
USCA RIA
Texas
$402K -$811K -7,199 -67%
GF
939
Goodman Financial
Texas
$402K – – –
SRC
940
Shufro Rose & Co
New York
$400K -$16.9K -150 -4%
MPWT
941
MassMutual Private Wealth & Trust
Connecticut
$400K -$15.6K -138 -4%
HA
942
Harbor Advisors
Florida
$399K – – –
LKIM
943
Lawson Kroeker Investment Management
Nebraska
$399K +$5.64K +50 +1%
PTC
944
Petrus Trust Company
Texas
$399K +$151K +1,342 +61%
CG
945
CFO4Life Group
Texas
$398K -$17.8K -158 -4%
LC
946
Lourd Capital
California
$398K +$398K +3,534 New
TCOV
947
Trust Company of Vermont
Vermont
$397K +$48.7K +432 +14%
SCA
948
STALEY CAPITAL ADVISERS
Pennsylvania
$395K – – –
UF
949
Univest Financial
Pennsylvania
$394K -$25.9K -230 -6%
WJA
950
Williams Jones & Associates
New York
$393K +$47K +417 +14%
36 37
38
39 40