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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
2
BlackRock
New York
$3.27B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
2
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.61B
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
1126
Sutton Wealth Advisors
Florida
$218K 1,937 – –
AMCA
1127
Arthur M. Cohen & Associates
Illinois
$216K 1,936 +1,936 New
BIA
1128
Bigelow Investment Advisors
Maine
$215K 1,912 +1,912 New
QCG
1129
Quadrant Capital Group
Ohio
$214K 2,029 -2 -0.1%
Loomis, Sayles & Company
1130
Loomis, Sayles & Company
Massachusetts
$213K 1,897 +1,897 New
PFBT
1131
Parkside Financial Bank & Trust
Missouri
$212K 1,895 -4 -0.2%
VHAM
1132
Van Hulzen Asset Management
California
$211K 1,883 -1,800 -49%
AAM
1133
Autus Asset Management
Arizona
$211K 1,877 +1,877 New
BFO
1134
Boston Family Office
Massachusetts
$210K 1,867 -300 -14%
BCM
1135
Birmingham Capital Management
Alabama
$210K 1,866 +1,866 New
CA
1136
Calton & Associates
Florida
$207K 1,681 -2,355 -58%
LP
1137
LMR Partners
United Kingdom
$207K 1,846 +1,846 New
WSC
1138
Wellington Shields & Co
New York
$206K 1,832 +1,832 New
LC
1139
LCNB Corp
Ohio
$206K 1,837 +1,837 New
AUB
1140
Atlantic Union Bankshares
Virginia
$206K 1,838 +1,838 New
OIA
1141
Optimum Investment Advisors
Illinois
$205K 1,823 – –
FA
1142
FMA Advisory
Pennsylvania
$205K 1,823 +1,823 New
HIC
1143
Holderness Investments Company
North Carolina
$205K 1,823 +1,823 New
TFF
1144
The Family Firm
Maryland
$205K 1,826 +1,826 New
CAPTRUST Financial Advisors
1145
CAPTRUST Financial Advisors
North Carolina
$204K 1,820 +458 +34%
NHC
1146
Nicholas Hoffman & Company
Georgia
$204K 1,812 +1,812 New
CBOR
1147
Community Bank of Raymore
Missouri
$203K 1,803 +1,803 New
RG
1148
Renaissance Group
Kentucky
$203K 1,805 +1,805 New
SFG
1149
Summit Financial Group
West Virginia
$203K 1,806 +1,806 New
EGM
1150
Engineers Gate Manager
New York
$202K 1,800 -1,943 -52%
44 45
46
47 48