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Phillips 66
PSX

Overview Fund Activity

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B
2
State Street
2
State Street
Massachusetts
$2.33B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$330M
4
BlackRock
4
BlackRock
New York
$3.2B
5
Victory Capital Management
5
Victory Capital Management
Texas
$99.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$257M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$49.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$60.6M
5
USAA
5
United Services Automobile Association
Texas
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CLOS
376
Compagnie Lombard Odier SCmA
Switzerland
$4M +$226K +2,208 +6%
IA
377
IndexIQ Advisors
New York
$3.99M -$1.18M -11,571 -23%
Fiera Capital (Canada)
378
Fiera Capital (Canada)
Quebec, Canada
$3.98M – – –
PI
379
PFS Investments
Georgia
$3.98M +$1.77M +17,248 +80%
RCM
380
Riverhead Capital Management
Delaware
$3.97M +$71.7K +700 +2%
FNBOMD
381
First National Bank of Mount Dora
Florida
$3.92M -$1.1M -10,755 -22%
NC
382
Northpointe Capital
Michigan
$3.91M -$229K -2,233 -6%
CIC
383
Cornercap Investment Counsel
Georgia
$3.9M +$307K +2,994 +9%
FWCM
384
Ferguson Wellman Capital Management
Oregon
$3.88M -$118K -1,148 -3%
CA
385
CastleArk Alternatives
Illinois
$3.83M +$2.48M +24,200 +183%
AOWM
386
Alpha Omega Wealth Management
Virginia
$3.73M -$577K -4,824 -13%
ASN
387
Advisory Services Network
Georgia
$3.71M – – –
FNBOO
388
First National Bank of Omaha
Nebraska
$3.71M -$33.5K -327 -0.9%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$3.7M +$1.23M +12,043 +50%
RFM
390
Royal Fund Management
Florida
$3.64M -$55.2K -539 -1%
Credit Agricole
391
Credit Agricole
France
$3.63M -$263K -2,565 -7%
JWM
392
JGP Wealth Management
Oregon
$3.62M +$64.3K +655 +2%
HCM
393
Horiko Capital Management
New York
$3.61M – – –
WIM
394
Wilen Investment Management
Florida
$3.59M -$39.5K -387 -1%
MPM
395
Meritage Portfolio Management
Kansas
$3.59M +$70.2K +686 +2%
TAM
396
Tyers Asset Management
Texas
$3.58M +$47.3K +462 +1%
PCM
397
Parsons Capital Management
Rhode Island
$3.56M -$99.2K -969 -3%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$3.55M -$42.7K -417 -1%
TC
399
TownSquare Capital
Utah
$3.5M -$54.4K -455 -2%
COPPSERS
400
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.47M +$395K +3,857 +13%
14 15
16
17 18