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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 %
KI
1376
Koch Industries
Kansas
– – -3,891 Closed
IIM
1377
Ipswich Investment Management
Massachusetts
– – -3,705 Closed
CG
1378
Cutler Group
California
– – -3,135 Closed
WAM
1379
Wolverine Asset Management
Illinois
– – -2,840 Closed
CPIM
1380
Columbia Partners Investment Management
Virginia
– – -2,818 Closed
NIMC
1381
NWQ Investment Management Company
California
– – -2,708 Closed
DLA
1382
Douglas Lane & Associates
New York
– – -2,646 Closed
JFL
1383
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -2,499 Closed
MCM
1384
Maryland Capital Management
Maryland
– – -2,483 Closed
CC
1385
Courier Capital
New York
– – -2,468 Closed
RWA
1386
RGT Wealth Advisors
Texas
– – -2,316 Closed
WPP
1387
Whalerock Point Partners
Rhode Island
– – -2,289 Closed
GIA
1388
Granite Investment Advisors
New Hampshire
– – -2,108 Closed
STA
1389
Summit Trail Advisors
New York
– – -1,848 Closed
PFGIA
1390
Patriot Financial Group Insurance Agency
Massachusetts
– – -1,501 Closed
WDL
1391
Well Done LLC
Michigan
– – -1,495 Closed
RPG
1392
Risk Paradigm Group
Texas
– – -1,229 Closed
PWAG
1393
Polaris Wealth Advisory Group
California
– – -850 Closed
PI
1394
PineBridge Investments
New York
– – -680 Closed
Qube Research & Technologies (QRT)
1395
Qube Research & Technologies (QRT)
United Kingdom
– – -614 Closed
KF
1396
Krilogy Financial
Missouri
– – -514 Closed
CCA
1397
Clearwater Capital Advisors
Illinois
– – -502 Closed
IIC
1398
Integrated Investment Consultants
Michigan
– – -467 Closed
PWM
1399
Perigon Wealth Management
California
– – -417 Closed
WAS
1400
WESPAC Advisors SoCal
California
– – -300 Closed
54 55
56
57 58