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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 %
WAM
1326
Watermark Asset Management
California
$22K – – –
LYV
1327
Live Your Vision
Pennsylvania
$22K +$115 +1 +0.5%
KL
1328
KWMG LLC
Kansas
$21K +$2.89K +26 +16%
BCM
1329
Blume Capital Management
California
$20K – – –
EWM
1330
Edge Wealth Management
New York
$20K +$114 +1 +0.6%
JA
1331
JOYN Advisors
Georgia
$20K +$6.3K +57 +46%
VIA
1332
Vantage Investment Advisors
Pennsylvania
$19K +$12.2K +300 +179%
SCA
1333
Stuart Chaussee & Associates
California
$18K – – –
TCM
1334
TD Capital Management
Tennessee
$18K – – –
NCM
1335
New Capital Management
Texas
$18K – – –
MWM
1336
MinichMacGregor Wealth Management
New York
$17K -$2.14K -19 -11%
CIM
1337
Contravisory Investment Management
Massachusetts
$17K – – –
RMAM
1338
Raab & Moskowitz Asset Management
New Jersey
$17K +$17K +154 New
PFO
1339
Pathstone Family Office
New Jersey
$17K +$17K +154 New
PCA
1340
Peddock Capital Advisors
Massachusetts
$16K – – –
LWA
1341
Lenox Wealth Advisors
New York
$16K +$16K +141 New
CWM
1342
Cranbrook Wealth Management
Michigan
$15K – – –
OBWP
1343
O'Brien Wealth Partners
Massachusetts
$14K – – –
FMB
1344
Field & Main Bank
Kentucky
$14K – – –
THWM
1345
Taylor Hoffman Wealth Management
Virginia
$14K – – –
HWA
1346
Heritage Wealth Advisors
Virginia
$14K +$14K +131 New
FEG
1347
Financial Enhancement Group
Indiana
$13K – – –
APSP
1348
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
CAGAS
1349
Capital Advisory Group Advisory Services
Minnesota
$13K – – –
FAM
1350
Fred Alger Management
New York
$13K +$13K +115 New
52 53
54
55 56