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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
Wells Fargo
California
$863M
4
Neuberger Berman Group
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
Millennium Management
New York
$52.7M
4
BlackRock
BlackRock
New York
$2.92B
5
Renaissance Technologies
Renaissance Technologies
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBT
1101
Montecito Bank & Trust
California
$245K – – –
KCM
1102
Kanawha Capital Management
Virginia
$245K – – –
AWM
1103
Avior Wealth Management
Nebraska
$244K +$11.7K +123 +5%
WPP
1104
Whalerock Point Partners
Rhode Island
$242K +$242K +2,539 New
MFG
1105
Magnus Financial Group
New York
$241K +$95 +1 +0%
CBT
1106
Capital Bank & Trust
California
$238K -$47.5K -500 -17%
NCM
1107
Next Capital Management
New York
$238K – – –
YMRC
1108
Yorktown Management & Research Company
Virginia
$238K – – –
MWA
1109
Meridian Wealth Advisors
Texas
$238K +$23.7K +250 +11%
CAM
1110
Cresset Asset Management
Illinois
$237K +$129K +1,352 +119%
NME
1111
Notis-McConarty Edward
$236K -$52.3K -550 -18%
FWM
1112
Focused Wealth Management
New York
$234K -$11.8K -124 -5%
LPT
1113
Legacy Private Trust
Wisconsin
$234K – – –
MIP
1114
Marietta Investment Partners
Wisconsin
$234K – – –
CAM
1115
Covenant Asset Management
New Jersey
$233K – – –
VHAM
1116
Van Hulzen Asset Management
California
$233K – – –
OIA
1117
Optimum Investment Advisors
Illinois
$233K +$59.5K +625 +34%
FSWA
1118
Financial Synergies Wealth Advisors
Texas
$232K +$232K +2,434 New
SBSB
1119
Sullivan, Bruyette, Speros & Blaney
Virginia
$230K -$14.3K -150 -6%
BCM
1120
BTR Capital Management
California
$230K – – –
AW
1121
ACG Wealth
Georgia
$229K -$38.5K -404 -14%
AA
1122
Apriem Advisors
California
$229K – – –
PC
1123
Port Capital
Illinois
$229K +$190 +2 +0.1%
MA
1124
Mutual Advisors
Nebraska
$229K +$229K +2,403 New
BRWM
1125
B. Riley Wealth Management
Tennessee
$228K -$39.5K -415 -15%
43 44
45
46 47