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

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$257M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B
3
ClearBridge Investments
ClearBridge Investments
New York
$49.2M
4
Two Sigma Advisers
Two Sigma Advisers
New York
$60.6M
5
USAA
United Services Automobile Association
Texas
$15.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
426
Bridgewater Associates
Connecticut
$2.99M -$5.76M -56,242 -66%
FHB
427
First Hawaiian Bank
Hawaii
$2.98M +$566K +5,531 +23%
PAG
428
Private Advisor Group
New Jersey
$2.95M +$433K +4,145 +17%
CCM
429
Coldstream Capital Management
Washington
$2.91M -$37.5K -366 -1%
OIA
430
OneDigital Investment Advisors
Kansas
$2.88M -$2.57M -25,054 -47%
IG
431
ING Group
Netherlands
$2.87M -$3.53M -34,470 -55%
KWM
432
Kingsview Wealth Management
Oregon
$2.86M +$217K +2,120 +8%
NRS
433
Neville Rodie & Shaw
New York
$2.85M -$81.9K -800 -3%
PCA
434
Providence Capital Advisors
North Carolina
$2.83M +$79.4K +775 +3%
CAN
435
Cetera Advisor Networks
California
$2.8M +$2.87K +28 +0.1%
CBT
436
Central Bank & Trust
Kentucky
$2.79M +$158K +1,544 +6%
PP
437
Palladium Partners
Virginia
$2.79M +$301K +2,675 +12%
RIM
438
Redpoint Investment Management
Australia
$2.79M +$94.9K +927 +4%
PI
439
PGGM Investments
Netherlands
$2.78M +$2.78M +27,160 New
TF
440
TIAA FSB
Florida
$2.77M +$149K +1,459 +6%
DC
441
Davenport & Co
Virginia
$2.75M +$5.24K +56 +0.2%
SWM
442
Segment Wealth Management
Texas
$2.73M +$166K +1,617 +6%
FLI
443
Family Legacy Inc
South Carolina
$2.72M +$369K +3,083 +16%
NA
444
NewEdge Advisors
Louisiana
$2.72M +$193K +1,871 +8%
ECM
445
ETrade Capital Management
Virginia
$2.7M -$3.09M -30,199 -53%
TNBTD
446
Trustmark National Bank Trust Department
Mississippi
$2.7M +$105K +1,029 +4%
PWP
447
Principle Wealth Partners
Connecticut
$2.69M +$2.41M +23,551 +875%
OKSA
448
O'Keefe Stevens Advisory
New York
$2.68M +$83.5K +816 +3%
WAM
449
Wakefield Asset Management
Colorado
$2.67M +$2.67M +26,045 New
SIM
450
Sentry Investment Management
Wisconsin
$2.65M +$41.4K +404 +2%
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