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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.73B
2
Deutsche Bank
2
Deutsche Bank
Germany
$386M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$183M
4
Prudential Financial
4
Prudential Financial
New Jersey
$220M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$111M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.74B
2
Capital World Investors
2
Capital World Investors
California
$27.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$449M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$388M
5
SBAM
5
Santa Barbara Asset Management
California
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1151
SFE Investment Counsel
California
$217K -$11.1K -99 -5%
BFC
1152
Bedel Financial Consulting
Indiana
$217K – – –
BIA
1153
Bigelow Investment Advisors
Maine
$216K – – –
ST
1154
Sentinel Trust
Texas
$216K +$216K +1,917 New
TIA
1155
Tandem Investment Advisors
South Carolina
$216K +$216K +1,919 New
AIA
1156
Arbor Investment Advisors
North Carolina
$213K -$12.5K -111 -6%
PFBT
1157
Parkside Financial Bank & Trust
Missouri
$213K -$790 -7 -0.4%
LA
1158
LVW Advisors
New York
$212K -$18.8K -167 -8%
CI
1159
Capital Innovations
Wisconsin
$212K +$212K +1,880 New
PMG
1160
ProVise Management Group
Florida
$211K +$211K +1,871 New
CL
1161
CPWM LLC
Washington
$211K +$211K +1,875 New
WAP
1162
Wealthcare Advisory Partners
Pennsylvania
$210K -$16.5K -146 -7%
BCM
1163
Birmingham Capital Management
Alabama
$210K – – –
B
1164
Bailard
California
$209K -$48.6K -430 -19%
AWM
1165
Avior Wealth Management
Nebraska
$209K +$186K +1,645 +802%
MKC
1166
M. Kraus & Co
Vermont
$209K +$209K +1,850 New
AUB
1167
Atlantic Union Bankshares
Virginia
$208K +$789 +7 +0.4%
LC
1168
LCNB Corp
Ohio
$207K – – –
WSC
1169
Wellington Shields & Co
New York
$207K – – –
OIA
1170
Optimum Investment Advisors
Illinois
$205K – – –
SFG
1171
Summit Financial Group
West Virginia
$204K – – –
AP
1172
Appleton Partners
Massachusetts
$204K +$204K +1,812 New
CBOR
1173
Community Bank of Raymore
Missouri
$203K – – –
FA
1174
FMA Advisory
Pennsylvania
$201K -$4.16K -37 -2%
GFP
1175
Gryphon Financial Partners
Ohio
$201K +$135K +1,199 +204%
45 46
47
48 49