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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 %
MCWS
1401
McKinley Carter Wealth Services
West Virginia
– – -288 Closed
FCAG
1402
First Capital Advisors Group
New Jersey
– – -239 Closed
ACM
1403
Armbruster Capital Management
New York
– – -200 Closed
PFO
1404
Pathstone Family Office
New Jersey
– – -191 Closed
OCM
1405
Oakview Capital Management
Texas
– – -167 Closed
HFP
1406
Holistic Financial Partners
Indiana
– – -165 Closed
LWA
1407
Lenox Wealth Advisors
New York
– – -133 Closed
GGI
1408
Godsey & Gibb Inc
Virginia
– – -122 Closed
SP
1409
SWS Partners
Ohio
– – -92 Closed
AWA
1410
Acorn Wealth Advisors
Michigan
– – -62 Closed
ECM
1411
Exchange Capital Management
Michigan
– – -50 Closed
WWM
1412
Willingdon Wealth Management
North Carolina
– – -33 Closed
AIM
1413
Advantage Investment Management
Iowa
– – -22 Closed
NCM
1414
Nelson Capital Management
California
– – -7 Closed
Capital Fund Management (CFM)
1415
Capital Fund Management (CFM)
France
– – – –
BBPWM
1416
Blue Bell Private Wealth Management
Pennsylvania
– – – –
HT
1417
HAP Trading
New York
– – – –
SJIM
1418
St. Johns Investment Management
Florida
$0 1 – –
CI
1419
Cowen Inc
New York
– – – –
OWA
1420
One Wealth Advisors
California
– – – –
MTCM
1421
Mint Tower Capital Management
Netherlands
– – – –
Capstone Investment Advisors
1422
Capstone Investment Advisors
New York
– – – –
Wolverine Trading
1423
Wolverine Trading
Illinois
– – – –
MCM
1424
Masters Capital Management
Georgia
– – – –
BFM
1425
Boothbay Fund Management
New York
– – – –
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