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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 %
AAP
1101
Arax Advisory Partners
Colorado
$19K 208 +72 +53%
ACM
1102
Armbruster Capital Management
New York
$18K 200 -221 -52%
LIM
1103
Lagoda Investment Management
New York
$18K 197 – –
WCM
1104
Wealthcare Capital Management
Virginia
$18K 200 – –
WAM
1105
Watermark Asset Management
California
$18K 195 – –
BCM
1106
Blume Capital Management
California
$18K 194 – –
HCM
1107
Highlander Capital Management
New Jersey
$17K 191 – –
LYV
1108
Live Your Vision
Pennsylvania
$17K 187 +2 +1%
BL
1109
Balentine LLC
Georgia
$16K 177 – –
EWM
1110
Edge Wealth Management
New York
$16K 172 +1 +0.6%
JWA
1111
JFS Wealth Advisors
Pennsylvania
$16K 175 +75 +75%
CTB
1112
Country Trust Bank
Illinois
$15K 166 – –
MWM
1113
MinichMacGregor Wealth Management
New York
$15K 170 – –
PFO
1114
Pathstone Family Office
New Jersey
$14K 154 – –
CAL
1115
Capital Analysts LLC
Pennsylvania
$14K 150 – –
TCM
1116
TD Capital Management
Tennessee
$14K 156 – –
FA
1117
Financial Advantage
Maryland
$14K 155 +155 New
PCA
1118
Peddock Capital Advisors
Massachusetts
$13K 138 – –
TG
1119
TLP Group
Illinois
$12K 134 -942 -88%
CWM
1120
Cranbrook Wealth Management
Michigan
$12K 129 -291 -69%
APSP
1121
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K 125 – –
BWA
1122
Burt Wealth Advisors
Maryland
$10K 105 – –
SSA
1123
South Street Advisors
New York
$9.04K 98,662 -180 -0.2%
PCTC
1124
Perkins Coie Trust Company
Washington
$9K 100 – –
WCBA
1125
Weaver C. Barksdale & Associates
Tennessee
$9K 94 – –
43 44
45
46 47