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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $27.8B invested in Phillips 66 in 2018 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 517 increasing their positions, 465 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
-29
Holders Change %
-2.1%
% of All Funds
30.24%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.36%
New
152
Increased
517
Reduced
465
Closed
171
Calls
$232M
Puts
$221M
Net Calls
+$10.5M
Net Calls Change
-$75.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.01B
2
LSV Asset Management
LSV Asset Management
Illinois
$276M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.18B
4
Millennium Management
Millennium Management
New York
$184M
5
AllianceBernstein
AllianceBernstein
Tennessee
$202M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.02B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$99.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$970M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$12.3M
5
BlackRock
BlackRock
New York
$2.72B
Name Holding Trade Value Shares
Change 		Shares
Change %
XS
1426
XR Securities
Illinois
– -$286K -2,537 Closed
ET
1427
Equitable Trust
Tennessee
– -$285K -2,526 Closed
EMG
1428
Ellington Management Group
Connecticut
– -$282K -2,500 Closed
PIA
1429
Peachtree Investment Advisors
Georgia
– -$282K -2,500 Closed
DI
1430
Diligent Investors
California
– -$279K -2,479 Closed
HCM
1431
Harvest Capital Management
New Hampshire
– -$269K -2,389 Closed
NFG
1432
Nations Financial Group
Iowa
– -$263K -2,331 Closed
SFM
1433
Signature Financial Management
Virginia
– -$260K -2,310 Closed
CA
1434
Capital Advantage
California
– -$260K -2,307 Closed
LA
1435
Legacy Advisors
Pennsylvania
– -$260K -2,305 Closed
LCM
1436
Liberty Capital Management
Michigan
– -$259K -2,302 Closed
CC
1437
Cognios Capital
Kansas
– -$258K -2,289 Closed
GW
1438
GW & Wade
Massachusetts
– -$251K -2,228 Closed
KFC
1439
Klingenstein Fields & Co
New York
– -$251K -2,225 Closed
APG
1440
Abacus Planning Group
South Carolina
– -$250K -2,219 Closed
DJSG
1441
D.J. St. Germain
Massachusetts
– -$248K -2,203 Closed
CFN
1442
Cordasco Financial Network
Florida
– -$248K -2,200 Closed
MHS
1443
M Holdings Securities
Oregon
– -$248K -2,198 Closed
FB
1444
Fulton Bank
Pennsylvania
– -$246K -2,182 Closed
EIA
1445
Edgemoor Investment Advisors
Maryland
– -$246K -2,180 Closed
PWPS
1446
Pinnacle Wealth Planning Services
Ohio
– -$244K -2,166 Closed
TTWM
1447
TCV Trust & Wealth Management
Virginia
– -$244K -2,163 Closed
MA
1448
MANA Advisors
New York
– -$241K -2,139 Closed
TAM
1449
Trillium Asset Management
Massachusetts
– -$236K -2,092 Closed
PGFC
1450
Peapack-Gladstone Financial Corp
New Jersey
– -$235K -2,077 Closed
56 57
58
59 60