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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
2
BlackRock
New York
$3.27B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
2
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.61B
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
1176
Gemmer Asset Management
California
$131K 1,169 – –
GLI
1177
Guardian Life Insurance
New York
$130K 1,159 +193 +20%
GBBWRPM
1178
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K 1,128 -100 -8%
POIA
1179
Pin Oak Investment Advisors
Texas
$124K 1,104 – –
FNB
1180
Farmers National Bank
Kentucky
$123K 1,094 – –
MA
1181
MCF Advisors
Kentucky
$120K 1,066 – –
TA
1182
Townsend & Associates
Colorado
$120K 1,073 +7 +0.7%
JCM
1183
Jacobi Capital Management
Pennsylvania
$117K 1,043 +1 +0.1%
CWA
1184
Clarus Wealth Advisors
Arizona
$115K 1,201 +1,201 New
FPS
1185
Fieldpoint Private Securities
Connecticut
$113K 1,007 – –
KA
1186
Kaizen Advisory
Illinois
$113K 1,004 +593 +144%
OFW
1187
Omnia Family Wealth
Florida
$113K 1,005 +973 +3,041%
RP
1188
Rowlandmiller & Partners
Georgia
$113K 1,006 -106 -10%
BEAM
1189
Baker Ellis Asset Management
Washington
$111K 985 +985 New
BAM
1190
Bruderman Asset Management
New York
$110K 981 -118 -11%
MSFP
1191
Mark Sheptoff Financial Planning
Connecticut
$110K 979 – –
RFA
1192
Reilly Financial Advisors
California
$107K 957 +50 +6%
TCM
1193
Tuttle Capital Management
Connecticut
$107K 958 +958 New
AIM
1194
Acropolis Investment Management
Missouri
$106K 947 +947 New
AWM
1195
Aevitas Wealth Management
Massachusetts
$105K 934 – –
LWCFA
1196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K 922 – –
FIB
1197
First Interstate Bank
Montana
$104K 924 – –
SA
1198
SRH Advisors
Kansas
$102K 909 – –
JFA
1199
JNBA Financial Advisors
Minnesota
$96K 853 – –
LWM
1200
Lenox Wealth Management
Ohio
$93K 830 +203 +32%
46 47
48
49 50