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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 %
CHP
1126
Cable Hill Partners
Oregon
$82K 804 -30 -4%
TF
1127
Tompkins Financial
New York
$81K 800 -947 -54%
OFS
1128
Orrstown Financial Services
Pennsylvania
$81K 800 – –
VCM
1129
Virtue Capital Management
Tennessee
$81K 805 +805 New
ME
1130
McIlrath & Eck
Washington
$80K 788 +788 New
C
1131
Cerebellum
California
$80K 794 +794 New
AIS
1132
Accurate Investment Solutions
Pennsylvania
$79K 782 +2 +0.3%
GRP
1133
Global Retirement Partners
California
$79K 785 +98 +14%
FFC
1134
First Financial Corp
Indiana
$77K 760 -300 -28%
AP
1135
Atwood & Palmer
Missouri
$77K 763 – –
JAM
1136
Jolley Asset Management
North Carolina
$75K 744 – –
GEA
1137
Glen Eagle Advisors
New Jersey
$74.1K 733 +8 +1%
AWM
1138
Aevitas Wealth Management
Massachusetts
$73K 724 +724 New
RIA
1139
RPG Investment Advisory
California
$72K 709 – –
TFA
1140
Toth Financial Advisory
Virginia
$68K 672 +672 New
CLOS
1141
Compagnie Lombard Odier SCmA
Switzerland
$66K 656 -874 -57%
EWM
1142
Endurance Wealth Management
Rhode Island
$63K 625 – –
TFS
1143
TrustCore Financial Services
Tennessee
$62K 613 +613 New
FCB
1144
First Command Bank
Texas
$61K 604 – –
DAM
1145
Delta Asset Management
Tennessee
$61K 602 – –
FCFS
1146
First Command Financial Services
Texas
$61K 604 – –
CB
1147
CNB Bank
Pennsylvania
$61K 600 +600 New
LC
1148
Landaas & Company
Wisconsin
$60K 589 -45 -7%
TIM
1149
Tortoise Investment Management
New York
$60K 598 – –
KF
1150
Krilogy Financial
Missouri
$60K 594 +244 +70%
44 45
46
47 48