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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 %
PK
951
Pflug Koory
Nebraska
$392K -$7.9K -70 -2%
WOC
952
West Oak Capital
California
$389K +$28.2K +250 +8%
BHBT
953
Burke & Herbert Bank & Trust
Virginia
$388K – – –
SICM
954
Sustainable Insight Capital Management
New York
$387K +$85.5K +758 +28%
LPIC
955
LeJeune Puetz Investment Counsel
Michigan
$385K -$23.1K -205 -6%
AFP
956
Ausdal Financial Partners
Iowa
$383K -$4.85K -43 -1%
BAM
957
Barrett Asset Management
New York
$383K – – –
FSA
958
Franklin Street Advisors
North Carolina
$381K -$42.3K -375 -10%
IIM
959
Ipswich Investment Management
Massachusetts
$381K +$381K +3,380 New
TC
960
Trust Company
Kansas
$379K – – –
QC
961
Quadrature Capital
United Kingdom
$379K +$379K +3,366 New
TWA
962
TCI Wealth Advisors
Arizona
$378K -$39K -346 -9%
IA
963
IFG Advisory
Georgia
$378K -$16.2K -156 -4%
FHA
964
First Horizon Advisors
Tennessee
$378K +$10.1K +90 +3%
BB
965
Bell Bank
North Dakota
$375K -$7.9K -70 -2%
IWA
966
Inspirion Wealth Advisors
Illinois
$375K – – –
AIM
967
Allen Investment Management
New York
$374K – – –
BJL
968
Brighton Jones LLC
Washington
$373K +$4.28K +38 +1%
VCWA
969
Vanguard Capital Wealth Advisors
Colorado
$372K +$112 +1 +0%
SAM
970
Summit Asset Management
Tennessee
$371K – – –
CB
971
Cadence Bank
Mississippi
$370K +$105K +930 +40%
Jones Financial Companies
972
Jones Financial Companies
Missouri
$369K -$55.5K -492 -13%
SCP
973
Syntal Capital Partners
Texas
$364K +$18.8K +167 +5%
CCIA
974
Campbell & Co Investment Adviser
Maryland
$363K +$67.6K +600 +23%
BCM
975
Brookstone Capital Management
Illinois
$361K -$133K -1,177 -27%
37 38
39
40 41