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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 %
BCM
1301
Blume Capital Management
California
$20K 175 -19 -10%
EWM
1302
Edge Wealth Management
New York
$20K 175 +1 +0.6%
VIA
1303
Vantage Investment Advisors
Pennsylvania
$19K 168 -1,200 -88%
NCM
1304
New Capital Management
Texas
$18K 161 -99 -38%
MWM
1305
MinichMacGregor Wealth Management
New York
$18K 170 – –
TCM
1306
TD Capital Management
Tennessee
$18K 156 – –
KL
1307
KWMG LLC
Kansas
$18K 163 +163 New
SCA
1308
Stuart Chaussee & Associates
California
$18K 163 +163 New
CIM
1309
Contravisory Investment Management
Massachusetts
$17K 149 – –
CAL
1310
Capital Analysts LLC
Pennsylvania
$17K 150 – –
FMB
1311
Field & Main Bank
Kentucky
$15K 122 – –
PCA
1312
Peddock Capital Advisors
Massachusetts
$15K 138 – –
THWM
1313
Taylor Hoffman Wealth Management
Virginia
$14K 126 – –
APSP
1314
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K 125 – –
CWM
1315
Cranbrook Wealth Management
Michigan
$14K 129 – –
OBWP
1316
O'Brien Wealth Partners
Massachusetts
$14K 125 – –
JA
1317
JOYN Advisors
Georgia
$14K 124 +77 +164%
FEG
1318
Financial Enhancement Group
Indiana
$13K 119 – –
CAGAS
1319
Capital Advisory Group Advisory Services
Minnesota
$13K 117 – –
BWA
1320
Burt Wealth Advisors
Maryland
$12K 105 – –
PCTC
1321
Perkins Coie Trust Company
Washington
$11K 100 – –
SFA
1322
Spectrum Financial Alliance
Kentucky
$11K 100 – –
MBT
1323
Monroe Bank & Trust
Michigan
$11K 100 – –
SIS
1324
Sound Income Strategies
Florida
$10K 93 -13 -12%
Group One Trading
1325
Group One Trading
Illinois
$9K 80 -563 -88%
51 52
53
54 55