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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 %
CM
676
Castleark Management
Illinois
$907K – – –
ZCA
677
Zeke Capital Advisors
Pennsylvania
$901K -$131K -1,400 -13%
EWA
678
EP Wealth Advisors
California
$898K -$39.1K -418 -4%
AAM
679
AR Asset Management
California
$898K – – –
APP
680
Avantax Planning Partners
Iowa
$898K +$21.7K +224 +2%
TA
681
Tiedemann Advisors
New York
$893K -$526K -5,622 -37%
BS
682
Banco Santander
Spain
$885K -$3.46K -37 -0.4%
DWM
683
Dakota Wealth Management
Florida
$884K -$58.2K -623 -6%
VCA
684
Verdence Capital Advisors
Maryland
$880K +$127K +1,353 +17%
IUHSA
685
Itau Unibanco Holding S.A.
Brazil
$877K +$673K +7,194 +329%
ACG
686
Allen Capital Group
Nebraska
$876K -$335K -3,586 -28%
FAAS
687
First Allied Advisory Services
California
$872K +$136K +1,455 +18%
ECG
688
Edge Capital Group
Georgia
$870K +$12.4K +133 +1%
WIP
689
Wellesley Investment Partners
Massachusetts
$865K -$68K -728 -7%
CCFCSB
690
Cape Cod Five Cents Savings Bank
Massachusetts
$854K – – –
CANY
691
Caxton Associates (New York)
New York
$851K -$543K -5,810 -39%
AW
692
Alpha Windward
Massachusetts
$848K +$73.6K +716 +10%
CM
693
CoreCommodity Management
Connecticut
$844K – – –
ANTB
694
AMG National Trust Bank
Colorado
$839K -$3.83K -41 -0.5%
WHG
695
Westwood Holdings Group
Texas
$838K – – –
FNBT
696
FineMark National Bank & Trust
Florida
$837K +$101K +1,080 +14%
BHWM
697
Bar Harbor Wealth Management
New Hampshire
$836K -$57K -609 -6%
WAOTB
698
Wealth Advisors of Tampa Bay
Florida
$829K +$829K +8,860 New
BO
699
BRR OpCo
Ohio
$824K +$824K +8,806 New
MCM
700
MAI Capital Management
Ohio
$817K +$44.3K +474 +6%
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