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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 %
EWM
1326
Elmwood Wealth Management
California
$8.65K 76 -1 -1%
Parallax Volatility Advisers
1327
Parallax Volatility Advisers
California
$7K 60 -4,597 -99%
SWMG
1328
Signature Wealth Management Group
Georgia
$7K 63 – –
RAM
1329
Riggs Asset Management
Pennsylvania
$7K 60 – –
QAM
1330
QCI Asset Management
New York
$6K 57 – –
PSC
1331
Prentiss Smith & Co
Vermont
$6K 50 – –
FIA
1332
FNY Investment Advisers
New York
$5K 49 +49 New
SIAS
1333
Shine Investment Advisory Services
Colorado
$4K 36 – –
HCM
1334
Horrell Capital Management
Arkansas
$4K 34 – –
CFD
1335
Creative Financial Designs
Indiana
$4K 34 – –
TAIM
1336
TD Ameritrade Investment Management
Nebraska
$4K 40 +40 New
WCAMG
1337
Woodard & Company Asset Management Group
North Carolina
$3.15K 28 – –
SQA
1338
Simon Quick Advisors
New Jersey
$3K 29 -150 -84%
TWMP
1339
Taylor Wealth Management Partners
Massachusetts
$3K 29 – –
WAS
1340
Winch Advisory Services
Wisconsin
$3K 23 – –
IF
1341
Ironwood Financial
Arizona
$3K 30 – –
SC
1342
Sawyer & Company
Massachusetts
$3K 31 – –
BWL
1343
Bogart Wealth LLC
Virginia
$3K 35 – –
IAS
1344
INR Advisory Services
Pennsylvania
$3K 28 +28 New
CIA
1345
CSat Investment Advisory
Michigan
$3K 30 +30 New
NA
1346
NewEdge Advisors
Louisiana
$2.4K 21,667 +2,580 +14%
ML
1347
McAdam LLC
Pennsylvania
$2K 15 – –
RBC
1348
Roble Belko & Company
Pennsylvania
$2K 20 – –
PHK
1349
Point72 Hong Kong
Hong Kong
$2K 20 +20 New
CFC
1350
Coyle Financial Counsel
Illinois
$2K 21 +21 New
52 53
54
55 56