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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 %
WF
476
WoodTrust Financial
Wisconsin
$2.1M +$124K +1,330 +6%
LSERS
477
Louisiana State Employees Retirement System
Louisiana
$2.1M -$120K -1,200 -5%
PI
478
PFS Investments
Georgia
$2.09M +$1.12M +11,566 +115%
BFEC
479
Benjamin F. Edwards & Company
Missouri
$2.09M +$67.3K +719 +3%
SFG
480
SevenBridge Financial Group
Pennsylvania
$2.07M +$6.27K +67 +0.3%
AA
481
Ancora Advisors
Ohio
$2.07M -$51.8K -554 -2%
PP
482
Palladium Partners
Virginia
$2.07M -$28.1K -300 -1%
CCM
483
Cadence Capital Management
Massachusetts
$2.05M -$427K -4,566 -17%
Daiwa Securities Group
484
Daiwa Securities Group
Japan
$2.03M +$18.7K +200 +0.9%
MPI
485
Mairs & Power Inc
Minnesota
$2.02M – – –
LIA
486
LS Investment Advisors
Michigan
$2.02M +$35.5K +380 +2%
CAM
487
Cozad Asset Management
Illinois
$2M -$16.4K -175 -0.8%
FMTCOCP
488
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2M -$9.35K -100 -0.5%
TIP
489
Torray Investment Partners
Maryland
$1.99M +$302K +3,233 +18%
AIP
490
Ameritas Investment Partners
Nebraska
$1.98M +$40.8K +437 +2%
EWA
491
Exencial Wealth Advisors
Oklahoma
$1.97M – – –
AMI
492
Amica Mutual Insurance
Rhode Island
$1.96M – – –
RL
493
Ruffer LLP
United Kingdom
$1.95M -$271K -2,899 -12%
RWA
494
River Wealth Advisors
Pennsylvania
$1.93M +$29.3K +313 +2%
SW
495
SVB Wealth
Massachusetts
$1.92M -$93.7K -1,002 -5%
CSIC
496
Clifford Swan Investment Counsel
California
$1.9M – – –
FT
497
Fiduciary Trust
Massachusetts
$1.89M -$23.7K -253 -1%
MME
498
Meag Munich Ergo
Germany
$1.88M +$27K +294 +1%
FCBT
499
First Citizens Bank & Trust
North Carolina
$1.87M -$64.9K -694 -3%
AA
500
ALPS Advisors
Colorado
$1.87M +$41.8K +447 +2%
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