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Phillips 66
PSX

Overview Fund Activity

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
Goldman Sachs
2
Goldman Sachs
New York
$448M
3
AL
3
AJO LP
Pennsylvania
$100M
4
Bank of America
4
Bank of America
North Carolina
$457M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$59.4M

Top Sellers

1
O
1
OppenheimerFunds
New York
$170M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
State Street
3
State Street
Massachusetts
$2.05B
4
CIC
4
Chilton Investment Company
Connecticut
$2.38M
5
BlackRock
5
BlackRock
New York
$2.52B
Name Market Value Shares Shares
Change 		Shares
Change %
TTWM
976
TCV Trust & Wealth Management
Virginia
$203K 2,220 +2,220 New
CFN
977
Cordasco Financial Network
Florida
$202K 2,200 – –
S
978
SignatureFD
Georgia
$201K 2,197 +2,197 New
SC
979
SRB Corp
Massachusetts
$194K 2,123 +2,123 New
JWM
980
Jacobus Wealth Management
Wisconsin
$187K 2,045 – –
DSI
981
Daiwa SB Investments
Japan
$187K 2,040 +440 +28%
BC
982
Barnett & Company
Tennessee
$186K 2,025 – –
BAM
983
Barrett Asset Management
New York
$184K 2,012 +250 +14%
SWA
984
Sutton Wealth Advisors
Florida
$177K 1,937 – –
BEAM
985
Baker Ellis Asset Management
Washington
$177K 1,935 – –
QCG
986
Quadrant Capital Group
Ohio
$171K 1,963 -7 -0.4%
PFBT
987
Parkside Financial Bank & Trust
Missouri
$169K 1,840 -2 -0.1%
IA
988
IndexIQ Advisors
New York
$168K 1,837 -7,110 -79%
BDWM
989
Brewin Dolphin Wealth Management
Ireland
$165K 1,800 +1,800 New
TF
990
Tompkins Financial
New York
$160K 1,747 +1,091 +166%
CBT
991
Capital Bank & Trust
California
$157K 1,712 +500 +41%
PMFA
992
Plante Moran Financial Advisors
Michigan
$154K 1,684 – –
WA
993
Winfield Associates
Ohio
$152K 1,655 +5 +0.3%
DPA
994
Delphi Private Advisors
California
$150K 1,639 – –
ADL
995
Asset Dedication LLC
California
$147K 1,592 – –
FMP
996
Financial Management Professionals
Texas
$143K 1,562 – –
SIAP
997
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K 1,555 -460 -23%
BTIS
998
BB&T Investment Services
North Carolina
$141K 1,562 -89 -5%
WAP
999
Wealthcare Advisory Partners
Pennsylvania
$141K 1,543 +1,543 New
CLOS
1000
Compagnie Lombard Odier SCmA
Switzerland
$140K 1,530 +277 +22%
38 39
40
41 42