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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 %
BCM
501
Bourgeon Capital Management
Connecticut
$1.86M +$20.1K +215 +1%
MLL
502
Moody Lynn & Lieberson
Massachusetts
$1.85M -$40.5K -433 -2%
CCP
503
Corient Capital Partners
California
$1.84M -$141K -1,511 -7%
FLI
504
Family Legacy Inc
South Carolina
$1.84M +$44.6K +477 +2%
AWM
505
AE Wealth Management
Kansas
$1.84M +$469K +5,011 +34%
VanEck Associates
506
VanEck Associates
New York
$1.83M -$47.3K -506 -3%
KRS
507
Kentucky Retirement Systems
Kentucky
$1.82M +$104K +1,109 +6%
WA
508
Wheatland Advisors
Pennsylvania
$1.82M -$14K -150 -0.8%
MPAM
509
Murphy Pohlad Asset Management
Minnesota
$1.79M -$36.8K -394 -2%
AAM
510
Auxier Asset Management
Oregon
$1.78M +$157K +1,674 +10%
DRS
511
Deane Retirement Strategies
Louisiana
$1.77M +$47.5K +508 +3%
Thrivent Financial for Lutherans
512
Thrivent Financial for Lutherans
Minnesota
$1.77M +$14.4K +154 +0.8%
PP
513
Paloma Partners
Connecticut
$1.76M -$483K -5,160 -22%
FCI
514
Financial Counselors Inc
Kansas
$1.75M -$22.4K -239 -1%
NCM
515
Northside Capital Management
Oregon
$1.75M +$22.9K +245 +1%
IB
516
Intrust Bank
Kansas
$1.74M +$10.8K +115 +0.6%
AC
517
Alley Company
Illinois
$1.74M +$1.74M +18,543 New
SPC
518
Sigma Planning Corp
Michigan
$1.73M +$4.02K +43 +0.2%
CCG
519
Cypress Capital Group
Florida
$1.73M -$1.41M -15,029 -45%
ACM
520
Ativo Capital Management
Illinois
$1.73M -$321K -3,433 -16%
AHC
521
Adell Harriman & Carpenter
Texas
$1.73M -$10.8K -115 -0.6%
FIM
522
Fernwood Investment Management
Massachusetts
$1.73M -$23.4K -250 -1%
ST
523
Somerset Trust
Pennsylvania
$1.71M +$32.8K +351 +2%
HCM
524
Hengehold Capital Management
Ohio
$1.71M +$53.8K +575 +3%
CVM
525
Cheviot Value Management
California
$1.7M +$16.1K +172 +1%
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