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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 %
WPW
1301
Winthrop Partners - WNY
New York
$33.8K -$16.8K -149 -33%
LM
1302
Luminus Management
Texas
$33.8K +$3.48K +30,844 +11%
PCP
1303
Proficio Capital Partners
Massachusetts
$33K -$1.33K -12 -4%
BAMG
1304
Brand Asset Management Group
Missouri
$33K – – –
JGIA
1305
Jackson Grant Investment Advisers
Connecticut
$33K +$228 +2 +0.7%
WAS
1306
WESPAC Advisors SoCal
California
$33K +$33K +300 New
TCM
1307
Tradewinds Capital Management
Washington
$32K – – –
MCM
1308
Mainstay Capital Management
Michigan
$31K +$31K +275 New
PAMG
1309
Patton Albertson Miller Group
Tennessee
$31K +$31K +325 New
NWM
1310
Northwest Wealth Management
Iowa
$29K – – –
AC
1311
Avestar Capital
New York
$28K -$7.23K -70 -21%
IP
1312
Isthmus Partners
Wisconsin
$28K – – –
SHJ
1313
Sharkey, Howes & Javer
Colorado
$28K – – –
FFW
1314
Fusion Family Wealth
New York
$28K – – –
CTB
1315
Country Trust Bank
Illinois
$27K – – –
LFG
1316
LifePlan Financial Group
Ohio
$27K – – –
WA
1317
WealthTrust-Arizona
Arizona
$26K -$9.78K -88 -27%
WC
1318
Whitnell & Co
Illinois
$25K +$224 +2 +0.9%
SIS
1319
Sound Income Strategies
Florida
$25K +$14.7K +133 +143%
EARNEST Partners
1320
EARNEST Partners
Georgia
$24K – – –
CWSR
1321
Chessman Wealth Strategies RIA
Texas
$24K +$24K +210 New
RIA
1322
RPG Investment Advisory
California
$23K -$23K -200 -50%
WCM
1323
Wealthcare Capital Management
Virginia
$23K – – –
HCM
1324
Highlander Capital Management
New Jersey
$22K – – –
LIM
1325
Lagoda Investment Management
New York
$22K – – –
51 52
53
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