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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$622M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$456M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$120M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B
5
Millennium Management
Millennium Management
New York
$84M

Top Sellers

1
NEAM
New England Asset Management
Connecticut
$0
2
LSV Asset Management
LSV Asset Management
Illinois
$61.5M
3
State Street
State Street
Massachusetts
$1.92B
4
Morgan Stanley
Morgan Stanley
New York
$328M
5
Prudential Financial
Prudential Financial
New Jersey
$63.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
201
Aureus Asset Management
Massachusetts
$7.44M -$266K -3,219 -3%
MI
202
Markston International
New York
$7.39M +$1.79M +21,611 +32%
Fifth Third Bancorp
203
Fifth Third Bancorp
Ohio
$7.36M +$151K +1,826 +2%
GC
204
Gratus Capital
Georgia
$7.33M +$346K +4,186 +5%
FWIA
205
Fort Washington Investment Advisors
Ohio
$7.23M +$31.3K +379 +0.4%
ATN
206
AMF Tjänstepension
Sweden
$7.22M – – –
Creative Planning
207
Creative Planning
Kansas
$7.11M +$6.04K +73 +0.1%
VC
208
Vestor Capital
Illinois
$7.02M +$63.7K +770 +0.9%
Cerity Partners
209
Cerity Partners
New York
$7.01M +$6.71M +57,096 +2,218%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$7.01M +$6.21M +75,888 +782%
EIM
211
ExxonMobil Investment Management
Texas
$6.97M -$1.14M -13,737 -14%
CCM
212
Copeland Capital Management
Pennsylvania
$6.87M -$1.92M -23,248 -22%
BNP Paribas Asset Management
213
BNP Paribas Asset Management
France
$6.83M +$652K +7,887 +11%
V
214
Veritable
Delaware
$6.81M -$85.4K -1,033 -1%
LC
215
Lincoln Capital
Nebraska
$6.8M +$1.04M +12,519 +18%
BC
216
Brinker Capital
Pennsylvania
$6.77M +$1.38M +16,668 +26%
ZIG
217
Zurich Insurance Group
Switzerland
$6.76M -$181K -2,189 -3%
GI
218
Gradient Investments
Minnesota
$6.72M +$461K +5,572 +7%
TNBTD
219
Trustmark National Bank Trust Department
Mississippi
$6.72M +$407K +4,922 +6%
LTFS
220
Ladenburg Thalmann Financial Services
Florida
$6.69M -$394K -4,766 -6%
OPCM
221
Osborne Partners Capital Management
California
$6.68M +$244K +2,951 +4%
RFM
222
Royal Fund Management
Florida
$6.64M +$375K +4,537 +6%
URS
223
Utah Retirement Systems
Utah
$6.61M -$215K -2,600 -3%
OAM
224
Oppenheimer Asset Management
New York
$6.6M +$50.9K +615 +0.8%
RFC
225
Regions Financial Corp
Alabama
$6.39M -$448K -5,417 -7%
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