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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 %
DAM
1226
Delta Asset Management
Tennessee
$67K 602 – –
CB
1227
CNB Bank
Pennsylvania
$67K 600 – –
AP
1228
Atwood & Palmer
Missouri
$67K 597 +34 +6%
GFP
1229
Gryphon Financial Partners
Ohio
$66K 588 -4 -0.7%
RWA
1230
Ropes Wealth Advisors
Massachusetts
$66K 586 – –
FCB
1231
First Command Bank
Texas
$64K 567 -37 -6%
FCFS
1232
First Command Financial Services
Texas
$64K 567 -37 -6%
AF
1233
Allworth Financial
California
$64K 569 -13 -2%
LC
1234
Landaas & Company
Wisconsin
$64K 567 +567 New
PO
1235
Private Ocean
California
$63K 562 -51 -8%
BRC
1236
Bell Rock Capital
Delaware
$63K 560 +4 +0.7%
VCM
1237
Vigilant Capital Management
Maine
$62K 550 -310 -36%
KTC
1238
Kistler-Tiffany Companies
Pennsylvania
$59K 523 – –
RA
1239
Rational Advisors
New York
$59K 529 +309 +140%
GRP
1240
Global Retirement Partners
California
$58K 516 -19 -4%
AWMS
1241
Advocacy Wealth Management Services
Georgia
$57K 510 – –
LF
1242
Lee Financial
Texas
$56K 497 – –
BWA
1243
BDO Wealth Advisors
Florida
$56K 502 +502 New
DOA
1244
D'Orazio & Associates
Virginia
$55K 488 -200 -29%
Financial Engines Advisors
1245
Financial Engines Advisors
California
$54K 480 -215 -31%
HS
1246
Horan Securities
United States
$53K 474 +2 +0.4%
KPCM
1247
Kings Point Capital Management
New York
$52K 461 – –
CWM
1248
Catamount Wealth Management
Connecticut
$51K 420 – –
B
1249
Bridgeworth
Alabama
$51K 457 +457 New
WPW
1250
Winthrop Partners - WNY
New York
$50.4K 449 – –
48 49
50
51 52