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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 %
CBB
551
Citizens Business Bank
California
$1.56M +$496K +5,300 +46%
WI
552
Wintrust Investments
Illinois
$1.55M +$851K +8,842 +122%
MC
553
Machina Capital
France
$1.54M -$640K -6,846 -29%
ACC
554
Accident Compensation Corp
New Zealand
$1.53M – – –
HIM
555
Harbour Investment Management
Washington
$1.53M +$97K +1,037 +7%
FFWA
556
FRG Family Wealth Advisors
Washington
$1.53M -$118K -1,260 -7%
UCMOK
557
United Capital Management of KS
Kansas
$1.53M +$131K +1,387 +9%
PWAP
558
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M -$153K -1,633 -9%
CFA
559
Carroll Financial Associates
North Carolina
$1.5M -$7.48K -80 -0.5%
CT
560
Coastline Trust
Rhode Island
$1.5M -$91.7K -980 -6%
FC
561
FCA Corp
Texas
$1.5M +$14.6K +156 +1%
NMIMC
562
Northwestern Mutual Investment Management Company
Wisconsin
$1.48M -$4.48M -47,905 -75%
PLFAM
563
Pineno Levin & Ford Asset Management
Virginia
$1.48M -$3.27K -35 -0.2%
PP
564
Patten & Patten
Tennessee
$1.48M +$410K +4,386 +38%
CTA
565
Carillon Tower Advisers
Florida
$1.48M – – –
LFAS
566
Level Four Advisory Services
Texas
$1.47M -$23.1K -247 -2%
WA1
567
Wimmer Associates 1
California
$1.46M +$7.11K +76 +0.5%
H
568
HoyleCohen
California
$1.45M -$148K -1,580 -9%
CWM
569
Connecticut Wealth Management
Connecticut
$1.45M +$1.45M +15,467 New
B
570
Bailard
California
$1.44M +$44.3K +474 +3%
CCMINC
571
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.44M -$11.2K -120 -0.8%
AP
572
Advisor Partners
California
$1.42M -$201K -2,147 -12%
CFMC
573
Curbstone Financial Management Corp
New Hampshire
$1.42M +$257K +2,750 +22%
OSIA
574
O'Shares Investment Advisers
Massachusetts
$1.42M +$82.7K +884 +6%
Northwestern Mutual Wealth Management
575
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$4.4K -47 -0.3%
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