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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
BlackRock
New York
$2.2B
2
O
OppenheimerFunds
New York
$364M
3
NSLI
Nan Shan Life Insurance
Taiwan
$129M
4
ClearBridge Investments
ClearBridge Investments
New York
$113M
5
NEAM
New England Asset Management
Connecticut
$104M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$252M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$434M
3
Capital World Investors
Capital World Investors
California
$192M
4
IAM
Iridian Asset Management
Connecticut
$0
5
HFA
Harvest Fund Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
1176
Courier Capital
New York
– -$218K -2,525 Closed
CBOR
1177
Community Bank of Raymore
Missouri
– -$217K -2,515 Closed
WDA
1178
Wendell David Associates
New Hampshire
– -$215K -2,487 Closed
TCOO
1179
Trust Company of Oklahoma
Oklahoma
– -$214K -2,475 Closed
FAT
1180
First American Trust
California
– -$213K -2,459 Closed
MIP
1181
Marietta Investment Partners
Wisconsin
– -$212K -2,457 Closed
ZIM
1182
Zacks Investment Management
Illinois
– -$211K -2,444 Closed
KCM
1183
Kanawha Capital Management
Virginia
– -$210K -2,427 Closed
VNA
1184
VNBTrust National Association
Virginia
– -$209K -2,421 Closed
AB
1185
AT Bancorp
Iowa
– -$209K -2,413 Closed
BCM
1186
Bluefin Capital Management
New York
– -$207K -2,400 Closed
PFA
1187
Paradigm Financial Advisors
Missouri
– -$202K -2,340 Closed
LIM
1188
Loudon Investment Management
New Hampshire
– -$201K -2,327 Closed
SMH
1189
Sanders Morris Harris
Texas
– -$201K -2,325 Closed
BFA
1190
Benedict Financial Advisors
Georgia
– -$201K -2,323 Closed
B
1191
Bailard
California
– -$201K -2,322 Closed
SC
1192
SRB Corp
Massachusetts
– -$175K -2,029 Closed
CG
1193
Cutler Group
California
– -$174K -2,022 Closed
MBT
1194
Montecito Bank & Trust
California
– -$161K -1,865 Closed
BAM
1195
Bruderman Asset Management
New York
– -$147K -1,702 Closed
BEAM
1196
Baker Ellis Asset Management
Washington
– -$107K -1,235 Closed
ACM
1197
Americafirst Capital Management
California
– -$84.7K -980 Closed
ECM
1198
Elgethun Capital Management
South Dakota
– -$63K -734 Closed
UOTTAIMCU
1199
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$50K -575 Closed
FAN
1200
Financial Advisors Network
California
– -$23.7K -287 Closed
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