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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.

New
Increased
Maintained
Reduced
Closed
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 %
FMP
1051
Financial Management Professionals
Texas
$269K +$93.4K +831 +53%
FHA
1052
Flagship Harbor Advisors
Massachusetts
$268K +$14.8K +132 +6%
CWM
1053
Cabot Wealth Management
Massachusetts
$267K – – –
MWP
1054
Moller Wealth Partners
$266K -$51.4K -458 -16%
EB
1055
Eastern Bank
Massachusetts
$266K +$266K +2,369 New
RCAG
1056
Rehmann Capital Advisory Group
Michigan
$266K -$14.3K -127 -5%
CB
1057
Cadence Bank
Mississippi
$264K -$15.8K -141 -6%
ARMT
1058
Amica Retiree Medical Trust
Rhode Island
$263K – – –
FCCM
1059
First City Capital Management
Georgia
$262K -$7.52K -67 -3%
PFA
1060
Paradigm Financial Advisors
Missouri
$262K – – –
BCM
1061
BTR Capital Management
California
$261K -$61.2K -544 -19%
LIM
1062
Loudon Investment Management
New Hampshire
$261K – – –
MA
1063
Mutual Advisors
Nebraska
$260K +$260K +2,315 New
LCM
1064
Liberty Capital Management
Michigan
$259K – – –
CA
1065
Capital Advantage
California
$259K – – –
LA
1066
Legacy Advisors
Pennsylvania
$259K – – –
SFM
1067
Signature Financial Management
Virginia
$259K +$259K +2,310 New
IWA
1068
Intercontinental Wealth Advisors
Texas
$256K -$12K -107 -4%
B
1069
Bailard
California
$256K – – –
IP
1070
Investment Partners
Ohio
$256K +$1.35K +12 +0.5%
CCM
1071
Canal Capital Management
Virginia
$255K +$1.68K +15 +0.7%
KFC
1072
Klingenstein Fields & Co
New York
$255K +$5.06K +45 +2%
WAG
1073
Winthrop Advisory Group
Massachusetts
$253K +$1.68K +15 +0.7%
VAM
1074
Visionary Asset Management
Texas
$253K +$253K +2,253 New
BIM
1075
Bridges Investment Management
Nebraska
$252K -$5.6K -50 -2%
41 42
43
44 45