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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 %
AWA
1251
Acorn Wealth Advisors
Michigan
$6K 62 +62 New
SWMG
1252
Signature Wealth Management Group
Georgia
$6K 63 +63 New
Walleye Trading
1253
Walleye Trading
New York
$5.57K 55,061 -10,573 -16%
PSC
1254
Prentiss Smith & Co
Vermont
$5K 50 – –
CAM
1255
CenterStar Asset Management
Illinois
– – – –
LWA
1256
Lenox Wealth Advisors
New York
$5K 50 +50 New
RCG
1257
Ruggie Capital Group
Florida
$5K 51 +51 New
BWL
1258
Bogart Wealth LLC
Virginia
$4K 35 – –
SIAS
1259
Shine Investment Advisory Services
Colorado
$4K 36 – –
MPPLM
1260
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4K 36 +36 New
WWM
1261
Willingdon Wealth Management
North Carolina
$3K 33 -39 -54%
OFW
1262
Omnia Family Wealth
Florida
$3K 32 – –
HCM
1263
Horrell Capital Management
Arkansas
$3K 34 – –
TWMP
1264
Taylor Wealth Management Partners
Massachusetts
$3K 29 – –
CPA
1265
Clear Perspective Advisors
Illinois
$3K 27 – –
SC
1266
Sawyer & Company
Massachusetts
$3K 31 +31 New
AIM
1267
Advantage Investment Management
Iowa
$2K 22 – –
WAS
1268
Winch Advisory Services
Wisconsin
$2K 23 +1 +5%
ST
1269
Sageworth Trust
Pennsylvania
$2K 16 +16 New
CMO
1270
Covenant Multifamily Offices
Texas
$2K 18 +18 New
NCM
1271
Nelson Capital Management
California
$1K 7 – –
AWE
1272
Avidian Wealth Enterprises
Texas
$471 4,655 – –
PCG
1273
Private Capital Group
Connecticut
$333 3,290 +3,290 New
Kovitz Investment Group Partners
1274
Kovitz Investment Group Partners
Illinois
$299 2,957 -200 -6%
DAM
1275
Diamant Asset Management
Connecticut
$173 1,709 +1,709 New
49 50
51
52 53