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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$456M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$120M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B
5
Millennium Management
5
Millennium Management
New York
$84M

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$61.5M
3
State Street
3
State Street
Massachusetts
$1.92B
4
Morgan Stanley
4
Morgan Stanley
New York
$328M
5
Prudential Financial
5
Prudential Financial
New Jersey
$63.2M
Name Market Value Shares Shares
Change 		Shares
Change %
VKH
1151
Virtu KCG Holdings
New York
– – -5,129 Closed
PWAG
1152
Polaris Wealth Advisory Group
California
– – -5,002 Closed
BCM
1153
Bienville Capital Management
New York
– – -4,968 Closed
DA
1154
Denali Advisors
California
– – -4,643 Closed
USGIU
1155
U.S. Global Investors (USGI)
Texas
– – -4,000 Closed
MCM
1156
McKinley Capital Management
Alaska
– – -3,190 Closed
RWA
1157
RGT Wealth Advisors
Texas
– – -3,037 Closed
IWA
1158
Intercontinental Wealth Advisors
Texas
– – -3,004 Closed
BMCM
1159
Bryn Mawr Capital Management
Pennsylvania
– – -2,872 Closed
MWM
1160
Mission Wealth Management
California
– – -2,801 Closed
TAM
1161
Todd Asset Management
Kentucky
– – -2,686 Closed
ACI
1162
Alpha Cubed Investments
California
– – -2,601 Closed
KFS
1163
Kurt F. Somerville
– – -2,563 Closed
FMA
1164
FNY Managed Accounts
New York
– – -1,614 Closed
PI
1165
PineBridge Investments
New York
– – -1,440 Closed
CGT
1166
Capital Guardian Trust
California
– – -1,425 Closed
FNB
1167
Farmers National Bank
Kentucky
– – -1,404 Closed
PG
1168
PEAK6 Group
Illinois
– – -1,272 Closed
ACS
1169
Archford Capital Strategies
Illinois
– – -1,128 Closed
BIG
1170
Bellwether Investment Group
Tennessee
– – -443 Closed
CAG
1171
Crestwood Advisors Group
Massachusetts
– – -423 Closed
HCA
1172
Harbour Capital Advisors
Virginia
– – -349 Closed
BCI
1173
Brinker Capital Investments
Pennsylvania
– – -303 Closed
MFBTD
1174
MB Financial Bank - Trust Department
Illinois
– – -200 Closed
IR
1175
Invictus RG
Bermuda
– – -196 Closed
44 45 46
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