PSX icon

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 %
ZIC
951
ZWJ Investment Counsel
Georgia
$281K 2,782 – –
NB
952
Northwest Bancshares
Pennsylvania
$281K 2,775 +2,775 New
DLA
953
Douglas Lane & Associates
New York
$279K 2,761 -411 -13%
FC
954
Forte Capital
New York
$279K 2,759 – –
WPW
955
Waldron Private Wealth
Pennsylvania
$278K 2,752 – –
TAM
956
Todd Asset Management
Kentucky
$276K 2,726 -90 -3%
CPIM
957
Columbia Partners Investment Management
Virginia
$276K 2,731 -2 -0.1%
ACM
958
Argent Capital Management
Missouri
$276K 2,700 – –
CC
959
Cognios Capital
Kansas
$276K 2,736 +3 +0.1%
NIMC
960
NWQ Investment Management Company
California
$275K 2,717 -844 -24%
QSS
961
Quantitative Systematic Strategies
Florida
$275K 2,723 +2,723 New
EA
962
Edge Advisors
Georgia
$274K 2,714 – –
SFFS
963
Stonehage Fleming Financial Services
Jersey
$273K 2,700 -975 -27%
KIA
964
KCM Investment Advisors
California
$272K 2,689 +185 +7%
DI
965
Diligent Investors
California
$271K 2,679 – –
APG
966
Abacus Planning Group
South Carolina
$271K 2,684 +2,684 New
FLPIM
967
F.L. Putnam Investment Management
Massachusetts
$270K 2,672 – –
LSAG
968
Lake Street Advisors Group
New Hampshire
$266K 2,631 +2,631 New
AWM
969
Altium Wealth Management
New York
$266K 2,631 +2,631 New
SI
970
SII Investments
Wisconsin
$265K 2,611 -48,458 -95%
PIA
971
Peachtree Investment Advisors
Georgia
$265K 2,615 -1,351 -34%
AIP
972
Ahrens Investment Partners
Louisiana
$265K 2,622 -411 -14%
NQWM
973
Northwest Quadrant Wealth Management
Oregon
$265K 2,785 -37 -1%
KI
974
Koch Industries
Kansas
$265K 2,615 +2,615 New
PA
975
Probity Advisors
Texas
$264K 2,606 -25 -1%
37 38
39
40 41