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 %
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$815K +$34.6K +370 +4%
Rockefeller Capital Management
702
Rockefeller Capital Management
New York
$810K -$112K -1,193 -12%
CWS
703
Cypress Wealth Services
California
$806K +$8.42K +90 +1%
IFWM
704
Institute for Wealth Management
Colorado
$803K +$23.8K +254 +3%
TFS
705
Thoroughbred Financial Services
Tennessee
$799K – – –
SMH
706
Sanders Morris Harris
Texas
$795K +$795K +8,445 New
Luther King Capital Management (LKCM)
707
Luther King Capital Management (LKCM)
Texas
$793K +$101K +1,083 +15%
CT
708
Cambridge Trust
Massachusetts
$791K -$25.5K -273 -3%
IRF
709
IBM Retirement Fund
New York
$788K +$72.2K +772 +10%
IAA
710
Independent Advisor Alliance
North Carolina
$784K -$133K -1,423 -15%
TAM
711
Tiverton Asset Management
Delaware
$783K – – –
HAIM
712
Hunter Associates Investment Management
Pennsylvania
$778K – – –
MAFM
713
Mid Atlantic Financial Management
Pennsylvania
$771K +$47K +503 +6%
CIA
714
Capital Investment Advisors
Georgia
$771K +$397K +4,239 +106%
WC
715
Westhampton Capital
North Carolina
$771K +$771K +8,245 New
PAM
716
Palisade Asset Management
Minnesota
$769K -$84.1K -900 -10%
Impax Asset Management Group
717
Impax Asset Management Group
United Kingdom
$768K +$102K +1,091 +15%
RIM
718
Regent Investment Management
Kentucky
$767K – – –
SFA
719
Sequoia Financial Advisors
Ohio
$762K +$109K +1,162 +17%
FFSOTS
720
Fiduciary Financial Services of The Southwest
Texas
$761K -$2.81K -30 -0.4%
HDIM
721
Hanson & Doremus Investment Management
Vermont
$759K +$13.4K +143 +2%
KCMRT
722
Kemper Corp Master Retirement Trust
Illinois
$758K – – –
PG
723
Pendal Group
Australia
$755K -$4.79M -53,932 -86%
VAM
724
Verity Asset Management
North Carolina
$754K +$4.02K +43 +0.5%
CG
725
Caprock Group
Idaho
$752K +$70.8K +757 +10%
27 28
29
30 31