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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 %
AIM
1251
Arcadia Investment Management
Michigan
$50K 448 – –
PCM
1252
Penserra Capital Management
California
$49K 444 +45 +11%
OSNBOA
1253
Old Second National Bank of Aurora
Illinois
$46K 408 – –
RIA
1254
RPG Investment Advisory
California
$45K 400 -300 -43%
DWM
1255
Destination Wealth Management
California
$45K 400 +400 New
BWM
1256
Baystate Wealth Management
Massachusetts
$44K 394 +35 +10%
ACS
1257
Archford Capital Strategies
Illinois
$42K 378 -100 -21%
CAL
1258
Capital Advisors Ltd
Ohio
$42K 374 +13 +4%
GWS
1259
Glassman Wealth Services
Virginia
$42K 370 +89 +32%
MCM
1260
MV Capital Management
Maryland
$41K 365 – –
MSA
1261
Marino Stram & Associates
Massachusetts
$41K 369 – –
SFM
1262
Signet Financial Management
New Jersey
$39K 346 -50 -13%
PRS
1263
Pinkerton Retirement Specialists
Idaho
$39K 346 – –
BCP
1264
Blackhawk Capital Partners
Wisconsin
$39K 347 – –
FPB
1265
First PREMIER Bank
South Dakota
$38K 340 – –
LFA
1266
Legacy Financial Advisors
Kentucky
$38K 335 +181 +118%
TG
1267
TLP Group
Illinois
$38K 342 +342 New
CDIA
1268
Capital Directions Investment Advisors
Georgia
$37K 325 +325 New
CT
1269
Clearstead Trust
Maine
$37K 325 +325 New
WA
1270
WealthTrust-Arizona
Arizona
$36K 322 -142 -31%
ANBT
1271
American National Bank & Trust
Texas
$36K 320 – –
BCI
1272
Brinker Capital Investments
Pennsylvania
$36K 319 +19 +6%
AC
1273
Avestar Capital
New York
$36K 341 +93 +38%
PCP
1274
Proficio Capital Partners
Massachusetts
$35K 309 -10 -3%
CHP
1275
Cable Hill Partners
Oregon
$34K 304 -500 -62%
49 50
51
52 53