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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 %
GRQ
1076
Gardner Russo & Quinn
Pennsylvania
$179K 1,770 -500 -22%
BTIS
1077
BB&T Investment Services
North Carolina
$175K 1,727 +165 +11%
WA
1078
Winfield Associates
Ohio
$168K 1,655 – –
DPA
1079
Delphi Private Advisors
California
$166K 1,639 – –
WCM
1080
Whitener Capital Management
North Carolina
$166K 1,644 +1,644 New
PCIA
1081
Prime Capital Investment Advisors
Kansas
$162K 1,600 +1,600 New
VCM
1082
Versant Capital Management
Arizona
$160K 1,584 +184 +13%
ADL
1083
Asset Dedication LLC
California
$159K 1,562 -30 -2%
SIAP
1084
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$157K 1,555 – –
FMP
1085
Financial Management Professionals
Texas
$157K 1,562 – –
UOTTAIMCU
1086
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$156K 1,547 +1,547 New
PMFA
1087
Plante Moran Financial Advisors
Michigan
$155K 1,536 -148 -9%
TL
1088
TrueWealth LLC
Georgia
$151K 1,490 +1,490 New
WIM
1089
Westside Investment Management
California
$145K 1,418 – –
FDS
1090
First Dallas Securities
Texas
$143K 1,415 +1,415 New
FANJ
1091
Financial Architects (New Jersey)
New Jersey
$142K 1,408 +29 +2%
GLI
1092
Guardian Life Insurance
New York
$141K 1,391 +415 +43%
VIA
1093
Vantage Investment Advisors
Pennsylvania
$138K 1,368 – –
HI
1094
Hudock Inc
Pennsylvania
$135K 1,342 +6 +0.4%
FHA
1095
First Horizon Advisors
Tennessee
$130K 1,291 -180 -12%
CAW
1096
Cornerstone Advisors (Washington)
Washington
$126K 1,245 – –
CCM
1097
Cribstone Capital Management
Maine
$124K 1,226 +454 +59%
LWCFA
1098
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K 1,209 – –
POIA
1099
Pin Oak Investment Advisors
Texas
$119K 1,177 +1,177 New
GAM
1100
Gemmer Asset Management
California
$118K 1,169 – –
42 43
44
45 46