PSX icon

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 %
IP
1201
Isthmus Partners
Wisconsin
$25K 248 – –
SHJ
1202
Sharkey, Howes & Javer
Colorado
$25K 245 – –
CT
1203
Clearstead Trust
Maine
$25K 250 – –
FFW
1204
Fusion Family Wealth
New York
$25K 250 +250 New
TG
1205
TLP Group
Illinois
$23K 232 +98 +73%
HFP
1206
Holistic Financial Partners
Indiana
$23K 229 +229 New
WC
1207
Whitnell & Co
Illinois
$22K 218 +1 +0.5%
AWM
1208
Avior Wealth Management
Nebraska
$22K 222 +20 +10%
AAP
1209
Arax Advisory Partners
Colorado
$21K 209 +1 +0.5%
EARNEST Partners
1210
EARNEST Partners
Georgia
$21K 211 +211 New
PW
1211
Price Wealth
Texas
$21K 214 +214 New
PFGIA
1212
Patriot Financial Group Insurance Agency
Massachusetts
$20K 201 – –
ACM
1213
Armbruster Capital Management
New York
$20K 200 – –
LIM
1214
Lagoda Investment Management
New York
$20K 197 – –
WAM
1215
Watermark Asset Management
California
$20K 195 – –
BCM
1216
Blume Capital Management
California
$20K 194 – –
WCM
1217
Wealthcare Capital Management
Virginia
$20K 200 – –
LYV
1218
Live Your Vision
Pennsylvania
$19K 187 – –
HCM
1219
Highlander Capital Management
New Jersey
$19K 191 – –
AC
1220
Avestar Capital
New York
$19K 209 +209 New
BL
1221
Balentine LLC
Georgia
$18K 177 – –
MWM
1222
MinichMacGregor Wealth Management
New York
$17K 170 – –
CTB
1223
Country Trust Bank
Illinois
$17K 166 – –
EWM
1224
Edge Wealth Management
New York
$17K 173 +1 +0.6%
PFO
1225
Pathstone Family Office
New Jersey
$16K 154 – –
47 48
49
50 51