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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
$622M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$456M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$120M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B
5
Millennium Management
Millennium Management
New York
$84M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
$0
2
LSV Asset Management
LSV Asset Management
Illinois
$61.5M
3
State Street
State Street
Massachusetts
$1.92B
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
Prudential Financial
Prudential Financial
New Jersey
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCIA
976
Mountain Capital Investment Advisors
Colorado
$127K +$127K +1,530 New
CWM
977
Catamount Wealth Management
Connecticut
$117K – – –
WIM
978
Westside Investment Management
California
$117K – – –
MAM
979
Meeder Asset Management
Ohio
$116K +$116K +1,400 New
VCM
980
Versant Capital Management
Arizona
$114K -$248 -3 -0.2%
EWM
981
Endurance Wealth Management
Rhode Island
$114K – – –
CCM
982
Cribstone Capital Management
Maine
$114K – – –
AIL
983
AGF Investments LLC
Ontario, Canada
$113K +$113K +1,350 New
BAM
984
Bruderman Asset Management
New York
$112K +$112K +1,360 New
PHK
985
Point72 Hong Kong
Hong Kong
$110K +$110K +1,329 New
WAS
986
Winch Advisory Services
Wisconsin
$109K – – –
RPG
987
Risk Paradigm Group
Texas
$109K -$17.7K -214 -14%
M
988
MOTCO
Texas
$108K +$4.13K +50 +4%
JCM
989
Jacobi Capital Management
Pennsylvania
$104K -$1.98K -24 -2%
CLOS
990
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
DIA
991
Davidson Investment Advisors
Montana
$103K -$55.4K -672 -35%
WTB
992
Washington Trust Bank
Washington
$103K -$4.31K -52 -4%
MSFP
993
Mark Sheptoff Financial Planning
Connecticut
$102K -$44.5K -536 -30%
CBT
994
Capital Bank & Trust
California
$100K +$100K +1,212 New
LWCFA
995
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K -$32.6K -388 -25%
VIA
996
Vantage Investment Advisors
Pennsylvania
$99K +$2.88K +35 +3%
CAW
997
Cornerstone Advisors (Washington)
Washington
$97K -$7.19K -87 -7%
GAM
998
Gemmer Asset Management
California
$97K – – –
MA
999
MCF Advisors
Kentucky
$96K +$8.43K +102 +10%
RFA
1000
Reilly Financial Advisors
California
$94K +$16.5K +200 +21%
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