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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 %
WF
1276
WealthTrust Fairport
Ohio
$34K 300 – –
MWM
1277
Mascoma Wealth Management
New Hampshire
$34K 304 – –
BBA
1278
Braun-Bostich & Associates
Pennsylvania
$34K 304 – –
JWA
1279
JFS Wealth Advisors
Pennsylvania
$34K 301 +171 +132%
BAMG
1280
Brand Asset Management Group
Missouri
$33K 292 +292 New
TCM
1281
Tradewinds Capital Management
Washington
$32K 284 – –
JGIA
1282
Jackson Grant Investment Advisers
Connecticut
$32K 288 +2 +0.7%
CPA
1283
Clear Perspective Advisors
Illinois
$30K 267 +240 +889%
NWM
1284
Northwest Wealth Management
Iowa
$29K 258 – –
MFBTD
1285
MB Financial Bank - Trust Department
Illinois
$29K 258 +112 +77%
IP
1286
Isthmus Partners
Wisconsin
$28K 248 – –
SHJ
1287
Sharkey, Howes & Javer
Colorado
$28K 245 – –
FFW
1288
Fusion Family Wealth
New York
$28K 250 – –
PW
1289
Price Wealth
Texas
$28K 252 +145 +136%
LFG
1290
LifePlan Financial Group
Ohio
$27K 238 – –
CTB
1291
Country Trust Bank
Illinois
$27K 241 +75 +45%
WC
1292
Whitnell & Co
Illinois
$25K 221 +1 +0.5%
AAP
1293
Arax Advisory Partners
Colorado
$25K 229 +3 +1%
EARNEST Partners
1294
EARNEST Partners
Georgia
$24K 211 – –
AWM
1295
Avior Wealth Management
Nebraska
$23K 205 -18 -8%
WCM
1296
Wealthcare Capital Management
Virginia
$22K 200 – –
LIM
1297
Lagoda Investment Management
New York
$22K 197 – –
WAM
1298
Watermark Asset Management
California
$22K 195 – –
HCM
1299
Highlander Capital Management
New Jersey
$21K 191 – –
LYV
1300
Live Your Vision
Pennsylvania
$21K 191 +2 +1%
50 51
52
53 54