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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 %
EFSCE
1101
Enterprise Financial Services Corp (EFSC)
Missouri
$116K 1,149 -157 -12%
MGIA
1102
Moneta Group Investment Advisors
Missouri
$112K 1,103 +1,103 New
PG
1103
PEAK6 Group
Illinois
$109K 1,074 +1,074 New
MA
1104
MCF Advisors
Kentucky
$108K 1,066 +1 +0.1%
TA
1105
Townsend & Associates
Colorado
$107K 1,059 +1,059 New
JCM
1106
Jacobi Capital Management
Pennsylvania
$106K 1,040 -227 -18%
RP
1107
Rowlandmiller & Partners
Georgia
$102K 1,006 +1,006 New
FPS
1108
Fieldpoint Private Securities
Connecticut
$102K 1,007 – –
DBT
1109
Dubuque Bank & Trust
Iowa
$101K 997 -38 -4%
MSFP
1110
Mark Sheptoff Financial Planning
Connecticut
$99K 979 -100 -9%
FIB
1111
First Interstate Bank
Montana
$97K 958 – –
WB
1112
Webster Bank
Connecticut
$96K 945 – –
JFA
1113
JNBA Financial Advisors
Minnesota
$96K 953 – –
FPFS
1114
First Personal Financial Services
North Carolina
$94K 931 +530 +132%
RFA
1115
Reilly Financial Advisors
California
$92K 907 -200 -18%
SA
1116
SRH Advisors
Kansas
$92K 909 – –
CAPTRUST Financial Advisors
1117
CAPTRUST Financial Advisors
North Carolina
$92K 906 +815 +896%
CCMW
1118
Cypress Capital Management (Wyoming)
Wyoming
$91K 900 -150 -14%
Financial Engines Advisors
1119
Financial Engines Advisors
California
$90K 886 +51 +6%
GFP
1120
Gryphon Financial Partners
Ohio
$89K 878 +878 New
RFWA
1121
RPg Family Wealth Advisory
Massachusetts
$88.3K 873 – –
AFNAS
1122
American Financial Network Advisory Services
California
$88K 871 -330 -27%
CCA
1123
Catalyst Capital Advisors
New York
$86K 853 – –
FNB
1124
Farmers National Bank
Kentucky
$86K 854 +854 New
OC
1125
Oakworth Capital
Alabama
$85K 868 -15 -2%
43 44
45
46 47