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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 %
USGIU
1426
U.S. Global Investors (USGI)
Texas
– -$422K -4,893 Closed
SM
1427
Sciencast Management
New Jersey
– -$429K -4,700 Closed
Financial Engines Advisors
1428
Financial Engines Advisors
California
– -$388K -4,506 Closed
AWM
1429
Alterna Wealth Management
Texas
– -$351K -4,239 Closed
PAS
1430
Partnervest Advisory Services
California
– -$364K -4,227 Closed
HF
1431
HRT Financial
New York
– -$315K -3,666 Closed
LC
1432
Lourd Capital
California
– -$310K -3,594 Closed
MIA
1433
MainStreet Investment Advisors
Illinois
– -$305K -3,535 Closed
SWK
1434
Stephen W. Kidder
– -$274K -3,182 Closed
OA
1435
Oxbow Advisors
Texas
– -$267K -3,100 Closed
IWM
1436
IHT Wealth Management
Illinois
– -$261K -3,030 Closed
CCM
1437
Canal Capital Management
Virginia
– -$240K -2,787 Closed
C
1438
Cerebellum
California
– -$237K -2,749 Closed
HWA
1439
HCR Wealth Advisors
California
– -$223K -2,590 Closed
Susquehanna International Group
1440
Susquehanna International Group
Pennsylvania
– -$220K -2,558 Closed
BO
1441
Bach Option
Hong Kong
– -$216K -2,503 Closed
CIM
1442
Confluence Investment Management
Missouri
– -$216K -2,502 Closed
CCM
1443
Check Capital Management
California
– -$211K -2,453 Closed
MFG
1444
Monte Financial Group
Connecticut
– -$207K -2,400 Closed
LIA
1445
LBMC Investment Advisors
Tennessee
– -$204K -2,373 Closed
WIM
1446
Wittenberg Investment Management
Massachusetts
– -$172K -2,000 Closed
WDL
1447
Well Done LLC
Michigan
– -$147K -1,703 Closed
LPC
1448
Loeb Partners Corp
New York
– -$101K -1,175 Closed
PVH
1449
Psagot Value Holdings
Israel
– -$95K -1,100 Closed
CA
1450
Claro Advisors
Massachusetts
– -$117K -1,037 Closed
55 56 57
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