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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
$2.2B
2
O
OppenheimerFunds
New York
$364M
3
NSLI
Nan Shan Life Insurance
Taiwan
$129M
4
ClearBridge Investments
ClearBridge Investments
New York
$113M
5
NEAM
New England Asset Management
Connecticut
$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$434M
3
Capital World Investors
Capital World Investors
California
$192M
4
IAM
Iridian Asset Management
Connecticut
$0
5
HFA
Harvest Fund Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
1051
West Paces Advisors
Georgia
$21.3K – – –
SHJ
1052
Sharkey, Howes & Javer
Colorado
$21K – – –
BWM
1053
Baystate Wealth Management
Massachusetts
$21K +$8K +104 +62%
VCM
1054
Vigilant Capital Management
Maine
$20K -$64.7K -809 -76%
AAP
1055
Arax Advisory Partners
Colorado
$20K -$2.65K -34 -12%
FFW
1056
Fusion Family Wealth
New York
$20K – – –
IP
1057
Isthmus Partners
Wisconsin
$20K – – –
SA
1058
SRH Advisors
Kansas
$20K – – –
IIC
1059
Integrated Investment Consultants
Michigan
$20K – – –
CFS
1060
Commonwealth Financial Services
West Virginia
$19K – – –
GBT
1061
Grove Bank & Trust
Florida
$17K – – –
WC
1062
Whitnell & Co
Illinois
$17K +$160 +2 +0.9%
ACM
1063
Armbruster Capital Management
New York
$16K – – –
MFBTD
1064
MB Financial Bank - Trust Department
Illinois
$16K – – –
WCM
1065
Wealthcare Capital Management
Virginia
$16K – – –
LIM
1066
Lagoda Investment Management
New York
$16K – – –
PFGIA
1067
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
AWM
1068
Avior Wealth Management
Nebraska
$16K +$80 +1 +0.5%
AIM
1069
Advantage Investment Management
Iowa
$16K +$10.3K +128 +180%
IR
1070
Invictus RG
Bermuda
$16K +$16K +196 New
HCM
1071
Highlander Capital Management
New Jersey
$15K – – –
LYV
1072
Live Your Vision
Pennsylvania
$15K +$82 +1 +0.5%
WAM
1073
Watermark Asset Management
California
$15K +$15K +195 New
BL
1074
Balentine LLC
Georgia
$14K – – –
CP
1075
Corbenic Partners
Pennsylvania
$14K +$8K +100 +133%
41 42
43
44 45