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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 %
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$997K – – –
SKK
652
Shepherd Kaplan Krochuk
Massachusetts
$995K – – –
AAP
653
Aristotle Atlantic Partners
Florida
$991K +$132K +1,409 +15%
SMC
654
Smith, Moore & Co
Missouri
$990K +$41K +438 +4%
FM
655
Foster & Motley
Ohio
$982K +$5.14K +55 +0.5%
TMAM
656
Tokio Marine Asset Management
Japan
$975K +$975K +10,424 New
WF
657
Welch & Forbes
Massachusetts
$973K -$15.4K -165 -2%
AMIM
658
Aull & Monroe Investment Management
Alabama
$966K -$18.7K -200 -2%
AT
659
Arden Trust
Delaware
$965K -$183K -1,956 -16%
CAG
660
Csenge Advisory Group
Florida
$964K -$16.9K -181 -2%
SF
661
Synovus Financial
Georgia
$960K -$23.7K -253 -2%
FRA
662
Front Row Advisors
California
$957K +$20.1K +215 +2%
Marshall Wace
663
Marshall Wace
United Kingdom
$946K -$3.57M -38,209 -79%
AF
664
Advisornet Financial
Minnesota
$945K +$184K +1,970 +24%
VWA
665
V Wealth Advisors
Kansas
$942K +$176K +1,872 +23%
FMT
666
First Mercantile Trust
Tennessee
$940K -$12.4K -133 -1%
TIA
667
Trust Investment Advisors
Indiana
$939K -$84.2K -900 -8%
CF
668
CNA Financial
Illinois
$935K – – –
PA
669
Parallel Advisors
California
$923K -$35.6K -381 -4%
PFS
670
Prospera Financial Services
Texas
$922K -$75.5K -797 -8%
NSIM
671
North Star Investment Management
Illinois
$922K +$655 +7 +0.1%
LAM
672
Lingohr Asset Management
Germany
$917K +$917K +9,800 New
SS
673
Simplicity Solutions
Minnesota
$913K -$627K -6,705 -41%
EWM
674
Empirical Wealth Management
Washington
$910K +$144K +1,542 +19%
PFSC
675
Peoples Financial Services Corp
Pennsylvania
$907K -$26.6K -285 -3%
25 26
27
28 29