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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
FNBOH
1051
First National Bank of Hutchinson
Kansas
$211K 2,084 +2,084 New
RG
1052
Renaissance Group
Kentucky
$211K 2,084 +2,084 New
OIA
1053
Optimum Investment Advisors
Illinois
$210K 2,072 +2,072 New
LA
1054
LVW Advisors
New York
$208K 2,055 +2,055 New
IP
1055
Investment Partners
Ohio
$207K 2,042 +2,042 New
DSI
1056
Daiwa SB Investments
Japan
$206K 2,040 – –
FHA
1057
Flagship Harbor Advisors
Massachusetts
$205K 1,998 -1,008 -34%
MWM
1058
Modera Wealth Management
New Jersey
$205K 2,027 -511 -20%
BC
1059
Barnett & Company
Tennessee
$205K 2,025 – –
AIA
1060
Arbor Investment Advisors
North Carolina
$203K 2,004 +2,004 New
SIC
1061
Schwartz Investment Counsel
Michigan
$202K 2,000 +2,000 New
HCMT
1062
Highland Capital Management (Texas)
Texas
$202K 2,000 +2,000 New
PCM
1063
Prelude Capital Management
New York
$202K 2,000 +2,000 New
PGFC
1064
Peapack-Gladstone Financial Corp
New Jersey
$201K 1,985 +1,985 New
GC
1065
Gilbert & Cook
Iowa
$200K 1,975 +1,975 New
BFC
1066
Bedel Financial Consulting
Indiana
$200K 1,980 +1,980 New
SWA
1067
Sutton Wealth Advisors
Florida
$196K 1,937 – –
QCG
1068
Quadrant Capital Group
Ohio
$191K 1,963 – –
II
1069
Inspire Investing
Idaho
$189K 1,872 +1,872 New
IWM
1070
IHT Wealth Management
Illinois
$188K 1,842 +495 +37%
PFBT
1071
Parkside Financial Bank & Trust
Missouri
$187K 1,851 +11 +0.6%
CBT
1072
Capital Bank & Trust
California
$187K 1,849 +137 +8%
BDWM
1073
Brewin Dolphin Wealth Management
Ireland
$182K 1,800 – –
STA
1074
Summit Trail Advisors
New York
$182K 1,753 +1,753 New
1IA
1075
1834 Investment Advisors
Wisconsin
$182K 1,797 +1,797 New
41 42
43
44 45