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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 %
TCM
1226
TD Capital Management
Tennessee
$16K 156 – –
CAL
1227
Capital Analysts LLC
Pennsylvania
$15K 150 – –
SQA
1228
Simon Quick Advisors
New Jersey
$15K 144 +144 New
MFBTD
1229
MB Financial Bank - Trust Department
Illinois
$15K 146 +146 New
CIM
1230
Contravisory Investment Management
Massachusetts
$15K 149 +149 New
LFA
1231
Legacy Financial Advisors
Kentucky
$15K 154 +154 New
PCA
1232
Peddock Capital Advisors
Massachusetts
$14K 138 – –
JWA
1233
JFS Wealth Advisors
Pennsylvania
$13K 130 -45 -26%
APSP
1234
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K 125 – –
CWM
1235
Cranbrook Wealth Management
Michigan
$13K 129 – –
THWM
1236
Taylor Hoffman Wealth Management
Virginia
$13K 126 +126 New
WA
1237
Waverly Advisors
Alabama
$12K 117 +117 New
FMB
1238
Field & Main Bank
Kentucky
$12K 122 +122 New
SPI
1239
Santori & Peters Inc
Pennsylvania
$12K 135 +135 New
BWA
1240
Burt Wealth Advisors
Maryland
$11K 105 – –
PCTC
1241
Perkins Coie Trust Company
Washington
$10K 100 – –
MBT
1242
Monroe Bank & Trust
Michigan
$10K 100 +100 New
PCFFS
1243
Pacific Center for Financial Services
California
$10K 100 +100 New
PCA
1244
Providence Capital Advisors
North Carolina
$10K 100 +100 New
SIS
1245
Sound Income Strategies
Florida
$10K 106 +106 New
SP
1246
SWS Partners
Ohio
$9K 92 +92 New
CFD
1247
Creative Financial Designs
Indiana
$7K 65 -900 -93%
NIM
1248
NuWave Investment Management
New Jersey
$7K 62 +62 New
IF
1249
Ironwood Financial
Arizona
$6K 55 – –
RAM
1250
Riggs Asset Management
Pennsylvania
$6K 60 +60 New
48 49
50
51 52