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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 %
TNB
976
Thomasville National Bank
Georgia
$262K 2,592 -1,066 -29%
TSW
977
Thompson Siegel & Walmsley
Virginia
$262K 2,586 – –
TMAM
978
Tokio Marine Asset Management
Japan
$260K 2,567 -965 -27%
TFO
979
Tarbox Family Office
California
$260K 2,567 – –
AFG
980
Albion Financial Group
Utah
$260K 2,571 – –
SBSB
981
Sullivan, Bruyette, Speros & Blaney
Virginia
$259K 2,565 +247 +11%
GW
982
GW & Wade
Massachusetts
$258K 2,550 +4 +0.2%
TNAM
983
Terra Nova Asset Management
New York
$256K 2,530 +2,530 New
KFC
984
Klingenstein Fields & Co
New York
$255K 2,525 – –
CNB
985
Camden National Bank
Maine
$254K 2,509 +150 +6%
VAM
986
Visionary Asset Management
Texas
$254K 2,513 +180 +8%
BFM
987
Boothbay Fund Management
New York
$254K 2,508 +2,508 New
NME
988
Notis-McConarty Edward
$252K 2,494 -600 -19%
RCAG
989
Rehmann Capital Advisory Group
Michigan
$252K 2,492 -81 -3%
BCM
990
BTR Capital Management
California
$252K 2,491 – –
CB
991
Cadence Bank
Mississippi
$252K 2,490 +2,490 New
BBA
992
BLB&B Advisors
Pennsylvania
$251K 2,480 -200 -7%
AW
993
ACG Wealth
Georgia
$251K 2,486 -37 -1%
WDA
994
Wendell David Associates
New Hampshire
$251K 2,478 – –
CC
995
Courier Capital
New York
$250K 2,467 -180 -7%
MIP
996
Marietta Investment Partners
Wisconsin
$249K 2,457 – –
FAT
997
First American Trust
California
$248K 2,459 – –
CAM
998
Covenant Asset Management
New Jersey
$248K 2,450 – –
FWM
999
Focused Wealth Management
New York
$248K 2,452 +2,220 +957%
EWM
1000
Empirical Wealth Management
Washington
$247K 2,446 +217 +10%
38 39
40
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