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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 %
EHC
451
Everett Harris & Co
California
$2.64M -$24.3K -237 -0.9%
GHCM
452
Glen Harbor Capital Management
California
$2.6M +$34.4K +336 +1%
SCM
453
Shelton Capital Management
Colorado
$2.59M +$71.7K +700 +3%
MYIA
454
Mount Yale Investment Advisors
Colorado
$2.59M -$114K -967 -4%
CCM
455
Carderock Capital Management
Maryland
$2.58M -$12.5K -122 -0.5%
GIA
456
Gladstone Institutional Advisory
Florida
$2.56M +$2.56M +25,041 New
AC
457
Allstate Corporation
Illinois
$2.56M +$793K +7,747 +45%
SS
458
Sunbelt Securities
Texas
$2.49M +$2.49M +24,358 New
CIP
459
Convergence Investment Partners
Florida
$2.48M +$13.7K +134 +0.6%
FMBTD
460
First Midwest Bank Trust Division
Illinois
$2.47M -$24.7K -241 -1%
CM
461
Churchill Management
California
$2.47M +$2.47M +24,127 New
SA
462
Strategic Advisors
New York
$2.47M +$58.8K +574 +2%
PA
463
PFW Advisors
Georgia
$2.46M +$2.46M +18,750 New
SAMC
464
Spectrum Asset Management (California)
California
$2.45M – – –
LDB
465
Lee, Danner & Bass
Tennessee
$2.43M -$129K -1,260 -5%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$2.38M +$101K +984 +4%
CWM
467
Cordatus Wealth Management
Pennsylvania
$2.37M +$1.74M +17,014 +276%
OI
468
Oakbrook Investments
Illinois
$2.37M +$945K +9,231 +66%
AF
469
Aldebaran Financial
$2.36M -$98.5K -975 -4%
WF
470
WoodTrust Financial
Wisconsin
$2.36M +$60.7K +593 +3%
KRS
471
Kentucky Retirement Systems
Kentucky
$2.35M +$362K +3,533 +18%
FT
472
Fiduciary Trust
Massachusetts
$2.34M +$270K +2,638 +13%
EWM
473
Evercore Wealth Management
New York
$2.32M -$68.7K -671 -3%
TYCC
474
Texas Yale Capital Corp
Florida
$2.31M – – –
NSEDCP
475
NJ State Employees Deferred Compensation Plan
New Jersey
$2.3M – – –
17 18
19
20 21