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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 %
SRAM
1001
Stone Ridge Asset Management
New York
$336K +$56.4K +500 +20%
SP
1002
Successful Portfolios
Florida
$334K -$1.58K -14 -0.5%
CC
1003
Cadinha & Co
Hawaii
$333K -$34.2K -303 -9%
AIP
1004
Almanack Investment Partners
Pennsylvania
$333K -$15.8K -153 -5%
DAS
1005
Dynamic Advisor Solutions
Arizona
$331K -$119K -1,056 -26%
TSW
1006
Thompson Siegel & Walmsley
Virginia
$331K – – –
EDRIA
1007
Edmonds Duncan Registered Investment Advisors
Kansas
$331K – – –
BW
1008
Bison Wealth
Georgia
$331K +$331K +2,940 New
BA
1009
Ballew Advisors
Mississippi
$330K – – –
FLPIM
1010
F.L. Putnam Investment Management
Massachusetts
$329K +$14.9K +132 +5%
WA
1011
WP Advisors
California
$328K +$2.15K +19 +0.7%
OCG
1012
Opus Capital Group
Ohio
$325K -$40K -355 -11%
PP
1013
PDS Planning
Ohio
$325K +$10.3K +91 +3%
BWM
1014
BerganKDV Wealth Management
Minnesota
$324K -$27.3K -242 -8%
MFW
1015
Mosaic Family Wealth
Missouri
$321K +$9.57K +101 +3%
CSM
1016
CAMG Solamere Management
North Carolina
$320K -$132K -1,165 -29%
SHCM
1017
Stokes & Hubbell Capital Management
Louisiana
$319K -$4.4K -39 -1%
BMCM
1018
Bryn Mawr Capital Management
Pennsylvania
$318K – – –
PGA
1019
Portland Global Advisors
Maine
$318K +$5.07K +45 +2%
BCM
1020
BTR Capital Management
California
$318K +$56.4K +500 +22%
QC
1021
QCM Cayman
Texas
$318K +$318K +2,823 New
WDA
1022
Wendell David Associates
New Hampshire
$317K – – –
CS
1023
Comerica Securities
Michigan
$314K +$5.19K +46 +2%
FCH
1024
Freestone Capital Holdings
Washington
$313K -$7.78K -69 -2%
WPW
1025
Waldron Private Wealth
Pennsylvania
$313K +$337 +3 +0.1%
39 40
41
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