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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.

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

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
2
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.61B
Name Holding Trade Value Shares
Change 		Shares
Change %
II
1026
Inspire Investing
Idaho
$290K -$4.37K -39 -1%
TFO
1027
Tarbox Family Office
California
$289K – – –
SBSB
1028
Sullivan, Bruyette, Speros & Blaney
Virginia
$288K – – –
PCM
1029
Prelude Capital Management
New York
$287K +$287K +2,551 New
ACA
1030
Anchor Capital Advisors
Massachusetts
$285K +$285K +2,538 New
AA
1031
Apriem Advisors
California
$284K -$33.7K -300 -11%
WP
1032
WealthSource Partners
California
$284K +$38.7K +345 +16%
WorldQuant Millennium Advisors
1033
WorldQuant Millennium Advisors
New York
$284K +$284K +2,527 New
DDC
1034
DF Dent & Co
Maryland
$283K -$12.4K -110 -4%
PIA
1035
Peachtree Investment Advisors
Georgia
$281K – – –
MGIA
1036
Moneta Group Investment Advisors
Missouri
$281K +$50.7K +452 +22%
AL
1037
Aspiriant LLC
California
$281K +$281K +2,505 New
MYLI
1038
Meiji Yasuda Life Insurance
Japan
$280K -$365K -3,250 -57%
MBT
1039
Montecito Bank & Trust
California
$278K +$30.4K +270 +12%
SRAM
1040
Stone Ridge Asset Management
New York
$278K +$278K +2,477 New
PMFA
1041
Plante Moran Financial Advisors
Michigan
$277K -$10.2K -91 -4%
DSI
1042
Daiwa SB Investments
Japan
$277K +$80.7K +720 +41%
MIP
1043
Marietta Investment Partners
Wisconsin
$276K – – –
FWM
1044
Focused Wealth Management
New York
$276K +$11.4K +101 +4%
CAM
1045
Covenant Asset Management
New Jersey
$275K – – –
NME
1046
Notis-McConarty Edward
$274K -$5.61K -50 -2%
TCOO
1047
Trust Company of Oklahoma
Oklahoma
$274K -$14.6K -130 -5%
KCM
1048
Kanawha Capital Management
Virginia
$273K – – –
PGFC
1049
Peapack-Gladstone Financial Corp
New Jersey
$270K +$449 +4 +0.2%
FNBOH
1050
First National Bank of Hutchinson
Kansas
$269K -$3.71K -33 -1%
40 41
42
43 44