PSX icon

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 %
ALAM
601
Asahi Life Asset Management
Japan
$1.24M +$335K +3,583 +37%
SIC
602
Salem Investment Counselors
North Carolina
$1.24M -$109K -1,162 -8%
CA
603
CastleArk Alternatives
Illinois
$1.24M – – –
HVIA
604
Hudson Valley Investment Advisors
New York
$1.23M -$122K -1,307 -9%
EOCM
605
Energy Opportunities Capital Management
Texas
$1.23M -$180K -1,925 -13%
FC
606
Ferris Capital
Massachusetts
$1.23M – – –
RM
607
Resource Management
Louisiana
$1.22M +$47K +502 +4%
VCM
608
Virtue Capital Management
Tennessee
$1.22M +$1.22M +13,053 New
CFB
609
Cullen/Frost Bankers
Texas
$1.21M -$224K -2,390 -16%
KM
610
Kalos Management
Georgia
$1.21M +$208K +2,415 +21%
SIMM
611
Stillwater Investment Management (Minnesota)
Minnesota
$1.2M -$68.2K -729 -5%
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$1.19M +$67.2K +718 +6%
CA
613
Cetera Advisors
Colorado
$1.19M +$99.4K +1,058 +9%
WCM
614
Weik Capital Management
Pennsylvania
$1.18M -$23.4K -250 -2%
BOS
615
Bank of Stockton
California
$1.18M -$78.9K -845 -6%
GPA
616
Garrison Point Advisors
California
$1.17M +$13.1K +140 +1%
CC
617
Claybrook Capital
Massachusetts
$1.17M – – –
HTC
618
Haverford Trust Company
Pennsylvania
$1.17M -$18.1K -194 -2%
LNC
619
Lincoln National Corp
Pennsylvania
$1.16M -$175K -1,869 -13%
CBTWT
620
Community Bank & Trust (Waco, Texas)
Texas
$1.16M +$15.8K +169 +1%
CCMD
621
Cypress Capital Management (Delaware)
Delaware
$1.15M -$9.36K -100 -0.8%
Acadian Asset Management
622
Acadian Asset Management
Massachusetts
$1.14M -$11M -117,009 -91%
JWM
623
Jupiter Wealth Management
Colorado
$1.14M -$4.81M -47,783 -81%
MCM
624
Marathon Capital Management
Maryland
$1.14M +$177K +1,895 +18%
SI
625
SCP Investment
California
$1.12M +$374K +4,000 +50%
23 24
25
26 27