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Phillips 66
PSX

Overview Fund Activity

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
Goldman Sachs
2
Goldman Sachs
New York
$448M
3
AL
3
AJO LP
Pennsylvania
$100M
4
Bank of America
4
Bank of America
North Carolina
$457M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$59.4M

Top Sellers

1
O
1
OppenheimerFunds
New York
$170M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
State Street
3
State Street
Massachusetts
$2.05B
4
CIC
4
Chilton Investment Company
Connecticut
$2.38M
5
BlackRock
5
BlackRock
New York
$2.52B
Name Market Value Shares Shares
Change 		Shares
Change %
EWM
1051
Endurance Wealth Management
Rhode Island
$57K 625 -752 -55%
HR
1052
Howe & Rusling
New York
$57K 618 +239 +63%
FCB
1053
First Command Bank
Texas
$56K 604 +27 +5%
FCFS
1054
First Command Financial Services
Texas
$56K 604 +27 +5%
WA
1055
WealthTrust-Arizona
Arizona
$55K 596 – –
TIM
1056
Tortoise Investment Management
New York
$55K 598 – –
DAM
1057
Delta Asset Management
Tennessee
$55K 602 – –
AF
1058
Allworth Financial
California
$53K 581 +1 +0.2%
KTC
1059
Kistler-Tiffany Companies
Pennsylvania
$52K 570 – –
DOA
1060
D'Orazio & Associates
Virginia
$52K 564 – –
MWM
1061
Mascoma Wealth Management
New Hampshire
$51K 554 – –
GBT
1062
Grove Bank & Trust
Florida
$51K 559 +140 +33%
BRC
1063
Bell Rock Capital
Delaware
$50K 548 +5 +0.9%
AC
1064
Alexandria Capital
Virginia
$49K 537 -135 -20%
OSNBOA
1065
Old Second National Bank of Aurora
Illinois
$48K 526 +176 +50%
AWMS
1066
Advocacy Wealth Management Services
Georgia
$47K 510 – –
NCM
1067
New Capital Management
Texas
$45K 488 – –
HS
1068
Horan Securities
United States
$44K 469 +182 +63%
AIM
1069
Arcadia Investment Management
Michigan
$41K 448 – –
CWM
1070
Catamount Wealth Management
Connecticut
$38K 420 -1,000 -70%
PO
1071
Private Ocean
California
$38K 415 – –
FPFS
1072
First Personal Financial Services
North Carolina
$37K 401 – –
FPB
1073
First PREMIER Bank
South Dakota
$34K 370 -260 -41%
BWM
1074
Baystate Wealth Management
Massachusetts
$34K 359 +200 +126%
MCM
1075
MV Capital Management
Maryland
$33K 365 – –
41 42
43
44 45