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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 %
SWK
976
Stephen W. Kidder
$359K – – –
ACI
977
Alpha Cubed Investments
California
$358K +$13.6K +132 +4%
MIA
978
MainStreet Investment Advisors
Illinois
$357K -$15.6K -138 -4%
VC
979
Vicus Capital
Pennsylvania
$355K +$2.82K +25 +0.8%
VRM
980
Vectors Research Management
New York
$355K +$355K +3,210 New
IWM
981
IHT Wealth Management
Illinois
$354K +$30.2K +268 +9%
FGAM
982
Financial Gravity Asset Management
Texas
$353K +$200K +1,993 +130%
KC
983
KHP Capital
Oklahoma
$351K – – –
IWP
984
Icon Wealth Partners
Texas
$350K +$451 +4 +0.1%
SCM
985
Schnieders Capital Management
California
$348K -$5.64K -50 -2%
MFG
986
Monte Financial Group
Connecticut
$348K +$21.5K +191 +7%
OWA
987
One Wealth Advisors
California
$348K +$348K +3,083 New
HIIFS
988
Harel Insurance Investments & Financial Services
Israel
$344K – – –
WA
989
WealthTrust Axiom
Pennsylvania
$344K +$338 +3 +0.1%
MA
990
Mutual Advisors
Nebraska
$344K +$83.2K +739 +32%
TNB
991
Thomasville National Bank
Georgia
$343K – – –
MTC
992
McDaniel Terry & Co
Texas
$343K – – –
DAC
993
Dividend Assets Capital
South Carolina
$342K – – –
CAN
994
Claraphi Advisory Network
United States
$342K +$92.6K +821 +37%
BCWM
995
Bartlett & Co Wealth Management
Ohio
$340K +$7.78K +69 +2%
CA
996
CapWealth Advisors
Tennessee
$340K -$16.9K -150 -5%
FWP
997
FAS Wealth Partners
Kansas
$340K – – –
BC
998
Bartlett & Co
Ohio
$340K +$7.77K +69 +2%
WIA
999
Wealthstreet Investment Advisors
Texas
$337K – – –
PA
1000
Probity Advisors
Texas
$337K +$8.11K +72 +2%
38 39
40
41 42