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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 %
CA
1176
Crewe Advisors
Utah
$38K 380 +380 New
MCM
1177
MV Capital Management
Maryland
$37K 365 – –
CAL
1178
Capital Advisors Ltd
Ohio
$37K 361 +1 +0.3%
HR
1179
Howe & Rusling
New York
$36K 358 -260 -42%
WCAMG
1180
Woodard & Company Asset Management Group
North Carolina
$36K 353 +353 New
PRS
1181
Pinkerton Retirement Specialists
Idaho
$35K 346 +274 +381%
CT
1182
CPF Texas
Texas
$35K 344 +344 New
BCP
1183
Blackhawk Capital Partners
Wisconsin
$35K 347 +347 New
FPB
1184
First PREMIER Bank
South Dakota
$34K 340 -30 -8%
SCA
1185
Sander Capital Advisors
Washington
$34K 340 +340 New
KJWM
1186
Kiley Juergens Wealth Management
Washington
$34K 342 +342 New
GWS
1187
Glassman Wealth Services
Virginia
$33K 331 +53 +19%
LF
1188
Lee Financial
Texas
$32K 320 – –
ANBT
1189
American National Bank & Trust
Texas
$32K 320 – –
BBA
1190
Braun-Bostich & Associates
Pennsylvania
$31K 304 +304 New
WAS
1191
WESPAC Advisors SoCal
California
$30K 300 – –
MIFH
1192
Migdal Insurance & Financial Holdings
Israel
$30K 301 +86 +40%
BCI
1193
Brinker Capital Investments
Pennsylvania
$30K 300 +300 New
MWM
1194
Mascoma Wealth Management
New Hampshire
$29K 304 -250 -45%
TCM
1195
Tradewinds Capital Management
Washington
$29K 284 – –
JGIA
1196
Jackson Grant Investment Advisers
Connecticut
$29K 284 +2 +0.7%
WPA
1197
West Paces Advisors
Georgia
$27.2K 269 – –
PCP
1198
Proficio Capital Partners
Massachusetts
$27K 266 +7 +3%
M
1199
MOTCO
Texas
$26K 259 – –
VCM
1200
Vigilant Capital Management
Maine
$26K 255 +5 +2%
46 47
48
49 50