PSX icon

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 %
GAM
126
Gotham Asset Management
New York
$26.7M 237,689 +47,331 +25%
JIR
127
James Investment Research
Ohio
$26.4M 235,149 +22,221 +10%
Aviva
128
Aviva
United Kingdom
$25.8M 229,605 -3,038 -1%
PR
129
Payden & Rygel
California
$25.5M 227,400 +27,700 +14%
HPC
130
HM Payson & Co
Maine
$25.4M 225,746 -77,376 -26%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$25M 222,573 +205,052 +1,170%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$24.7M 219,627 +18,200 +9%
AIMCA
133
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24M 213,500 +213,500 New
WC
134
Wexford Capital
Florida
$23.8M 212,320 +212,320 New
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$23.6M 210,088 -6,075 -3%
CAM
136
Cidel Asset Management
Ontario, Canada
$23.4M 208,381 -28,250 -12%
Allianz Asset Management
137
Allianz Asset Management
Germany
$22.7M 202,097 -11,479 -5%
TAM
138
Telemark Asset Management
Massachusetts
$22.5M 200,000 +50,000 +33%
TRSOTSOK
139
Teachers Retirement System of the State of Kentucky
Kentucky
$22.3M 198,774 +152,300 +328%
Envestnet Asset Management
140
Envestnet Asset Management
Illinois
$22.3M 198,211 +113,582 +134%
Retirement Systems of Alabama
141
Retirement Systems of Alabama
Alabama
$22.1M 196,978 -3,593 -2%
AIP
142
ARS Investment Partners
New York
$21.5M 191,782 -63,753 -25%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$21.3M 190,000 – –
ASRS
144
Arizona State Retirement System
Arizona
$21.1M 187,715 +62,547 +50%
Bessemer Group
145
Bessemer Group
New Jersey
$20.7M 184,749 -1,077 -0.6%
CM
146
Churchill Management
California
$20.6M 183,713 -10,803 -6%
FIM
147
Foresters Investment Management
New York
$20.5M 182,744 – –
Citadel Advisors
148
Citadel Advisors
Florida
$20M 178,511 +131,128 +277%
Fidelity International
149
Fidelity International
Bermuda
$19.8M 176,417 +101,392 +135%
LPL Financial
150
LPL Financial
California
$19.8M 176,232 +4,355 +3%
4 5
6
7 8