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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 %
CP
526
Cumberland Partners
Ontario, Canada
$1.7M +$405K +4,330 +31%
SWP
527
Stratos Wealth Partners
Ohio
$1.7M -$126K -1,351 -7%
BIC
528
Beach Investment Counsel
Pennsylvania
$1.7M – – –
ACM
529
Argyle Capital Management
Pennsylvania
$1.69M – – –
LIM
530
Leavell Investment Management
Alabama
$1.69M -$15.5K -166 -0.9%
DP
531
Dearborn Partners
Illinois
$1.68M +$109K +1,166 +7%
GAB
532
German American Bancorp
Indiana
$1.68M +$80.4K +860 +5%
MCM
533
Mitchell Capital Management
Kansas
$1.68M +$318K +3,405 +23%
FMC
534
First Merchants Corp
Indiana
$1.67M +$198K +2,117 +14%
APA
535
American Portfolios Advisors
New York
$1.66M +$169K +1,808 +11%
NC
536
NewSquare Capital
Pennsylvania
$1.65M +$1.64M +17,582 +19,536%
NA
537
Navellier & Associates
Nevada
$1.65M +$49.9K +533 +3%
CAM
538
Carret Asset Management
New York
$1.65M -$7.39K -79 -0.4%
NFC
539
Northeast Financial Consultants
Connecticut
$1.63M – – –
FPTW
540
Franklin, Parlapiano, Turner & Welch
Texas
$1.63M -$7.3K -78 -0.4%
DAM
541
Doheny Asset Management
California
$1.63M -$86.5K -925 -5%
VLKIM
542
Van Lanschot Kempen Investment Management
Netherlands
$1.61M +$648K +6,924 +67%
AC
543
Allstate Corporation
Illinois
$1.61M -$827K -8,837 -34%
FBT
544
First Bankers Trust
Kentucky
$1.59M -$78K -834 -5%
LWAC
545
Laurel Wealth Advisors (California)
California
$1.59M -$22.9K -245 -1%
SIM
546
Sonora Investment Management
Arizona
$1.59M -$6.74K -72 -0.4%
ECM
547
Everence Capital Management
Indiana
$1.58M -$184K -1,970 -10%
FA
548
FDx Advisors
Illinois
$1.58M -$58.7K -628 -4%
FI
549
FormulaFolio Investments
Michigan
$1.57M +$407K +4,345 +35%
PA
550
Profund Advisors
Maryland
$1.56M +$111K +1,186 +8%
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