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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
3
Wells Fargo
California
$863M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
3
Millennium Management
New York
$52.7M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$60M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
1376
Riggs Asset Management
Pennsylvania
$5K – – –
SWP
1377
Strategic Wealth Partners
Ohio
$5K +$5K +56 New
HCM
1378
Horrell Capital Management
Arkansas
$3K – – –
SC
1379
Sawyer & Company
Massachusetts
$3K – – –
IF
1380
Ironwood Financial
Arizona
$3K – – –
SIAS
1381
Shine Investment Advisory Services
Colorado
$3K – – –
SFA
1382
Semmax Financial Advisors
North Carolina
$3K +$3K +28 New
SHIM
1383
Stone House Investment Management
Pennsylvania
$3K +$3K +31 New
WA
1384
WP Advisors
California
$2.5K -$286 -300 -10%
CMO
1385
Covenant Multifamily Offices
Texas
$2K +$2K +18 New
PC
1386
Permanens Capital
New York
$2K +$2K +25 New
CF
1387
Centaurus Financial
California
$1.91K +$860 +82 +82%
QT
1388
Quantamental Technologies
New York
$1K -$153K -2,288 -99%
NR
1389
Newfound Research
Massachusetts
$1K +$571 +4 +133%
CFA
1390
Camarda Financial Advisors
Florida
$1K +$1K +7 New
PCMK
1391
Paragon Capital Management (Kansas)
Kansas
$1K +$1K +10 New
CFD
1392
Creative Financial Designs
Indiana
$1K +$1K +12 New
BFG
1393
Beacon Financial Group
Texas
$921 -$53 -559 -5%
Koshinski Asset Management
1394
Koshinski Asset Management
Illinois
$383 -$810 -8,509 -68%
CT
1395
Chicago Trust
Illinois
$301 -$45 -478 -13%
SFFS
1396
Stonehage Fleming Financial Services
Jersey
$257 – – –
ACA
1397
Anchor Capital Advisors
Massachusetts
$242 – – –
Voloridge Investment Management
1398
Voloridge Investment Management
Florida
– -$15.5M -179,748 Closed
VEA
1399
Virtus ETF Advisers
New York
– -$12.7M -147,472 Closed
Arrowstreet Capital
1400
Arrowstreet Capital
Massachusetts
– -$12.3M -142,945 Closed
54 55
56
57 58