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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 %
AIA
626
Armor Investment Advisors
North Carolina
$1.12M +$281 +3 +0%
MIAN
627
Mariner Independent Advisor Network
Kansas
$1.12M -$13K -139 -1%
BWM
628
Buckley Wealth Management
Nevada
$1.11M +$80.2K +857 +8%
ACM
629
Advisors Capital Management
New Jersey
$1.1M +$104K +1,109 +10%
CG
630
Colony Group
Massachusetts
$1.1M +$192K +2,053 +21%
BFA
631
Bragg Financial Advisors
North Carolina
$1.1M – – –
RG
632
Rikoon Group
New Mexico
$1.1M -$74.6K -798 -6%
TAM
633
Tocqueville Asset Management
New York
$1.09M +$1.4K +15 +0.1%
VNA
634
Valley National Advisers
Pennsylvania
$1.09M +$21.8K +233 +2%
TBA
635
Tower Bridge Advisors
Pennsylvania
$1.09M – – –
UA
636
Unison Advisors
District of Columbia
$1.08M +$8.97K +96 +0.8%
FDCDDQ
637
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.08M +$42.4K +453 +4%
BCCM
638
Bridge Creek Capital Management
Massachusetts
$1.07M -$26.2K -280 -2%
LIC
639
Lodestar Investment Counsel
Illinois
$1.07M – – –
FNBTCON
640
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M -$18.7K -200 -2%
MC
641
Moors & Cabot
Massachusetts
$1.05M +$77.3K +826 +8%
TC
642
Telemus Capital
Michigan
$1.05M +$123K +1,289 +13%
OCM
643
Orleans Capital Management
Louisiana
$1.04M +$115K +1,225 +12%
MGIA
644
Matthew Goff Investment Advisor
Texas
$1.04M +$585K +6,261 +129%
LNWWM
645
Laird Norton Wetherby Wealth Management
California
$1.04M -$64.6K -690 -6%
SSB
646
Sandy Spring Bank
Maryland
$1.03M -$15.4K -165 -1%
RC
647
Roundview Capital
New Jersey
$1.02M -$60.8K -650 -6%
CC
648
Cannell & Co
New York
$1.01M – – –
GIA
649
GHP Investment Advisors
Colorado
$1.01M +$98.2K +1,050 +11%
NFGCM
650
Norman Fields Gottscho Capital Management
New York
$1.01M – – –
24 25
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