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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.73B
2
Deutsche Bank
2
Deutsche Bank
Germany
$386M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$183M
4
Prudential Financial
4
Prudential Financial
New Jersey
$220M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$111M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.74B
2
Capital World Investors
2
Capital World Investors
California
$27.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$449M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$388M
5
SBAM
5
Santa Barbara Asset Management
California
$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1276
Arcadia Investment Management
Michigan
$50K – – –
SFM
1277
Signet Financial Management
New Jersey
$50K +$10.8K +95 +27%
FPB
1278
First PREMIER Bank
South Dakota
$50K +$11.4K +100 +29%
LFA
1279
Legacy Financial Advisors
Kentucky
$50K +$12.9K +116 +35%
HS
1280
Horan Securities
United States
$49K +$103 +1 +0.2%
CWM
1281
Catamount Wealth Management
Connecticut
$47K – – –
CGT
1282
Capital Guardian Trust
California
$47K +$47K +417 New
OSNBOA
1283
Old Second National Bank of Aurora
Illinois
$46K – – –
BAM
1284
Bruderman Asset Management
New York
$45K -$66.2K -584 -60%
BWM
1285
Baystate Wealth Management
Massachusetts
$45K +$227 +2 +0.5%
MPIA
1286
Mountain Pacific Investment Advisers
Idaho
$45K +$45K +401 New
TRCT
1287
Tower Research Capital (TRC)
New York
$44K -$925K -8,261 -95%
MFBTD
1288
MB Financial Bank - Trust Department
Illinois
$44K +$14.7K +130 +50%
GWS
1289
Glassman Wealth Services
Virginia
$42K – – –
MSA
1290
Marino Stram & Associates
Massachusetts
$42K +$114 +1 +0.3%
RA
1291
Rational Advisors
New York
$39K -$20.3K -181 -34%
PRS
1292
Pinkerton Retirement Specialists
Idaho
$39K – – –
PI
1293
Parkside Investments
Illinois
$39K +$39K +350 New
CT
1294
Clearstead Trust
Maine
$37K – – –
LF
1295
Lee Financial
Texas
$36K -$19.9K -177 -36%
CHP
1296
Cable Hill Partners
Oregon
$36K – – –
WF
1297
WealthTrust Fairport
Ohio
$34K – – –
JWA
1298
JFS Wealth Advisors
Pennsylvania
$34K – – –
MWM
1299
Mascoma Wealth Management
New Hampshire
$34K – – –
IGGA
1300
Iron Gate Global Advisors
Utah
$34K +$34K +300 New
50 51
52
53 54