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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
BlackRock
New York
$3.27B
3
AQR Capital Management
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
MTC
976
McDaniel Terry & Co
Texas
$342K – – –
WA
977
WealthTrust Axiom
Pennsylvania
$342K +$224 +2 +0.1%
DAC
978
Dividend Assets Capital
South Carolina
$340K -$11.2K -100 -3%
FWP
979
FAS Wealth Partners
Kansas
$338K – – –
HWA
980
HCR Wealth Advisors
California
$336K – – –
WIA
981
Wealthstreet Investment Advisors
Texas
$336K – – –
SP
982
Successful Portfolios
Florida
$335K -$3.26K -29 -1%
BCWM
983
Bartlett & Co Wealth Management
Ohio
$331K – – –
BC
984
Bartlett & Co
Ohio
$331K – – –
TSW
985
Thompson Siegel & Walmsley
Virginia
$330K – – –
SLF
986
Sun Life Financial
Ontario, Canada
$330K +$290K +2,580 +725%
EDRIA
987
Edmonds Duncan Registered Investment Advisors
Kansas
$329K – – –
AW
988
Alpha Windward
Massachusetts
$328K -$13.2K -118 -4%
PA
989
Probity Advisors
Texas
$328K -$1.01K -9 -0.3%
MFG
990
Monte Financial Group
Connecticut
$326K -$71.4K -635 -18%
QAM
991
Quantres Asset Management
Cayman Islands
$326K +$326K +2,900 New
TC
992
Toews Corporation
New Jersey
$326K +$326K +2,900 New
WA
993
WP Advisors
California
$324K +$2.13K +19 +0.7%
IWM
994
IHT Wealth Management
Illinois
$323K +$105K +931 +48%
SHCM
995
Stokes & Hubbell Capital Management
Louisiana
$322K -$337 -3 -0.1%
TNAM
996
Terra Nova Asset Management
New York
$321K +$9.56K +85 +3%
FCH
997
Freestone Capital Holdings
Washington
$320K +$11.6K +103 +4%
BMCM
998
Bryn Mawr Capital Management
Pennsylvania
$317K – – –
CNB
999
Camden National Bank
Maine
$317K +$35.1K +312 +12%
NQWM
1000
Northwest Quadrant Wealth Management
Oregon
$316K +$1.68K +15 +0.5%
38 39
40
41 42