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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 %
NFG
451
Next Financial Group
Texas
$2.35M +$1.97M +21,112 +527%
SWM
452
Segment Wealth Management
Texas
$2.35M +$1.78M +19,040 +315%
GHCM
453
Glen Harbor Capital Management
California
$2.34M +$322K +3,440 +16%
LDB
454
Lee, Danner & Bass
Tennessee
$2.33M +$1.13M +12,069 +94%
SCM
455
Shelton Capital Management
Colorado
$2.3M +$2.09M +22,313 +968%
NA
456
NewEdge Advisors
Louisiana
$2.29M +$106K +1,137 +5%
FMBTD
457
First Midwest Bank Trust Division
Illinois
$2.28M -$417K -4,457 -15%
AF
458
Aldebaran Financial
$2.28M +$117K +1,250 +5%
CB
459
Chemical Bank
Michigan
$2.26M +$21K +225 +0.9%
CIBC World Market
460
CIBC World Market
Ontario, Canada
$2.25M -$562K -6,007 -20%
CIP
461
Convergence Investment Partners
Florida
$2.25M -$769K -8,221 -25%
PAG
462
Private Advisor Group
New Jersey
$2.25M +$110K +1,180 +5%
SAMC
463
Spectrum Asset Management (California)
California
$2.24M +$2.24M +23,923 New
MYIA
464
Mount Yale Investment Advisors
Colorado
$2.23M +$65.2K +670 +3%
SI
465
Stephens Inc
Arkansas
$2.22M +$416K +4,451 +23%
FHB
466
First Hawaiian Bank
Hawaii
$2.21M -$58.8K -629 -3%
SA
467
Strategic Advisors
New York
$2.2M +$59.5K +636 +3%
TCM
468
Twin Capital Management
Pennsylvania
$2.19M -$251K -2,680 -10%
EWM
469
Evercore Wealth Management
New York
$2.19M +$123K +1,313 +6%
WAAG
470
Wealth Alliance Advisory Group
Kansas
$2.18M – – –
EFS
471
Essex Financial Services
Connecticut
$2.14M -$18K -192 -0.8%
FNT
472
First National Trust
Pennsylvania
$2.13M -$1.78M -19,031 -46%
CSS
473
Cubist Systematic Strategies
Connecticut
$2.13M -$1.7M -18,163 -44%
TYCC
474
Texas Yale Capital Corp
Florida
$2.11M -$2.11M -22,556 -50%
NSEDCP
475
NJ State Employees Deferred Compensation Plan
New Jersey
$2.11M – – –
17 18
19
20 21