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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 %
WAAG
476
Wealth Alliance Advisory Group
Kansas
$2.3M – – –
LOAMS
477
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.3M +$2.3M +22,419 New
Los Angeles Capital Management
478
Los Angeles Capital Management
California
$2.29M -$10.8M -105,041 -82%
OSIA
479
O'Shares Investment Advisers
Massachusetts
$2.29M +$736K +7,188 +48%
TNB
480
TCF National Bank
South Dakota
$2.28M +$2.28M +22,244 New
FMTCOCP
481
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.27M +$84.1K +821 +4%
SFG
482
SevenBridge Financial Group
Pennsylvania
$2.26M -$12.8K -125 -0.6%
LIA
483
LS Investment Advisors
Michigan
$2.26M +$43.8K +428 +2%
AA
484
Ancora Advisors
Ohio
$2.24M -$21.9K -214 -1%
CAM
485
Cozad Asset Management
Illinois
$2.22M +$30.7K +300 +1%
PG
486
Pendal Group
Australia
$2.22M +$1.35M +13,194 +155%
AIP
487
Ameritas Investment Partners
Nebraska
$2.22M +$49.3K +482 +2%
CCM
488
Cadence Capital Management
Massachusetts
$2.21M -$29.4K -287 -1%
FCI
489
Financial Counselors Inc
Kansas
$2.21M +$297K +2,902 +16%
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$2.21M +$71.7K +700 +3%
TIP
491
Torray Investment Partners
Maryland
$2.2M +$16.5K +161 +0.8%
Daiwa Securities Group
492
Daiwa Securities Group
Japan
$2.17M -$46.4K -453 -2%
EWA
493
Exencial Wealth Advisors
Oklahoma
$2.16M +$12.7K +124 +0.6%
AMI
494
Amica Mutual Insurance
Rhode Island
$2.14M – – –
RWA
495
River Wealth Advisors
Pennsylvania
$2.13M +$19.6K +191 +0.9%
MPI
496
Mairs & Power Inc
Minnesota
$2.11M -$102K -1,000 -5%
Thrivent Financial for Lutherans
497
Thrivent Financial for Lutherans
Minnesota
$2.09M +$151K +1,470 +8%
SW
498
SVB Wealth
Massachusetts
$2.08M -$20.3K -198 -1%
CSIC
499
Clifford Swan Investment Counsel
California
$2.06M -$24.3K -237 -1%
PP
500
Patten & Patten
Tennessee
$2.05M +$427K +4,165 +26%
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