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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 %
RWA
1151
Ropes Wealth Advisors
Massachusetts
$59K 586 -649 -53%
AF
1152
Allworth Financial
California
$59K 581 – –
KTC
1153
Kistler-Tiffany Companies
Pennsylvania
$58K 570 – –
GBT
1154
Grove Bank & Trust
Florida
$57K 559 – –
OWA
1155
One Wealth Advisors
California
$57K 559 +559 New
BRC
1156
Bell Rock Capital
Delaware
$56K 552 +4 +0.7%
AWMS
1157
Advocacy Wealth Management Services
Georgia
$52K 510 – –
BWM
1158
Baystate Wealth Management
Massachusetts
$51K 481 +122 +34%
CAC
1159
Certified Advisory Corp
Florida
$50K 507 +507 New
LWM
1160
Lenox Wealth Management
Ohio
$49K 480 -253 -35%
DOA
1161
D'Orazio & Associates
Virginia
$49K 488 -76 -13%
NCM
1162
New Capital Management
Texas
$49K 489 +1 +0.2%
HS
1163
Horan Securities
United States
$49K 471 +2 +0.4%
DCM
1164
Delpha Capital Management
New York
$48K 475 +475 New
JG
1165
Jefferies Group
New York
$48K 479 +479 New
KPCM
1166
Kings Point Capital Management
New York
$47K 461 -850 -65%
WA
1167
WealthTrust-Arizona
Arizona
$47K 464 -132 -22%
AIM
1168
Arcadia Investment Management
Michigan
$45K 448 – –
PO
1169
Private Ocean
California
$42K 415 – –
CWM
1170
Catamount Wealth Management
Connecticut
$42K 420 – –
PWM
1171
Perigon Wealth Management
California
$42K 417 +115 +38%
KA
1172
Kaizen Advisory
Illinois
$42K 411 +411 New
OSNBOA
1173
Old Second National Bank of Aurora
Illinois
$41K 408 -118 -22%
MSA
1174
Marino Stram & Associates
Massachusetts
$41K 403 +403 New
MOS
1175
MGO One Seven
Ohio
$39K 385 +385 New
45 46
47
48 49