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Phillips 66
PSX

Overview Fund Activity

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$341M
2
Wells Fargo
Wells Fargo
California
+$167M
3
EIP
Epoch Investment Partners
New York
+$119M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$110M
5
WRF
Waddell & Reed Financial
Kansas
+$101M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
AQR Capital Management
AQR Capital Management
Connecticut
-$140M
3
Goldman Sachs
Goldman Sachs
New York
-$119M
4
Deutsche Bank
Deutsche Bank
Germany
-$85.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$84.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
426
Yaupon Capital Management
New York
$2.89M +$2.89M +30,904 New
COPPSERS
427
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.81M -$468 -5 -0%
VCM
428
Voleon Capital Management
California
$2.81M -$4.21M -45,000 -60%
BOH
429
Bank of Hawaii
Hawaii
$2.77M -$50.3K -538 -2%
Balyasny Asset Management
430
Balyasny Asset Management
Illinois
$2.75M -$982K -10,503 -26%
DC
431
Davenport & Co
Virginia
$2.74M +$164K +1,756 +6%
RIL
432
Rothschild Investment LLC
Illinois
$2.73M +$95.9K +1,025 +4%
CCM
433
Coldstream Capital Management
Washington
$2.69M -$3.74K -40 -0.1%
CI
434
Cigna Investments
Connecticut
$2.69M +$6.05K +59 +0.2%
NRS
435
Neville Rodie & Shaw
New York
$2.67M -$263K -2,816 -9%
BCM
436
Brookstone Capital Management
Illinois
$2.63M +$2.24M +23,963 +580%
SMDAM
437
Sumitomo Mitsui DS Asset Management
Japan
$2.62M -$269K -2,876 -9%
CAN
438
Cetera Advisor Networks
California
$2.55M +$233K +2,493 +10%
AI
439
Atria Investments
North Carolina
$2.52M +$1.39M +14,172 +123%
PCA
440
Providence Capital Advisors
North Carolina
$2.51M +$772K +8,256 +44%
VEA
441
Virtus ETF Advisers
New York
$2.46M +$2.46M +26,285 New
RIM
442
Redpoint Investment Management
Australia
$2.46M -$1.05M -11,194 -30%
EHC
443
Everett Harris & Co
California
$2.43M -$27.4K -293 -1%
KWM
444
Kingsview Wealth Management
Oregon
$2.42M +$106K +1,133 +5%
CBT
445
Central Bank & Trust
Kentucky
$2.41M -$102K -1,086 -4%
TF
446
TIAA FSB
Florida
$2.39M +$343K +3,672 +17%
SIM
447
Sentry Investment Management
Wisconsin
$2.38M – – –
TNBTD
448
Trustmark National Bank Trust Department
Mississippi
$2.37M +$625K +6,675 +36%
OKSA
449
O'Keefe Stevens Advisory
New York
$2.37M +$135K +1,441 +6%
CCM
450
Carderock Capital Management
Maryland
$2.37M +$44K +470 +2%
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