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 %
BWAM
726
Boyd Watterson Asset Management
Ohio
$749K -$52.9K -565 -7%
DCM
727
Driehaus Capital Management
Illinois
$748K -$370K -3,960 -33%
BSW
728
Buckingham Strategic Wealth
Missouri
$742K +$289K +3,090 +64%
KS
729
Karpas Strategies
Connecticut
$739K – – –
CB
730
Community Bank
New York
$738K +$18.7K +200 +3%
WAM
731
Weatherly Asset Management
California
$735K -$468 -5 -0.1%
PTC
732
Private Trust Company
Ohio
$734K +$24.4K +261 +3%
EH
733
Employers Holdings
Nevada
$731K +$731K +7,811 New
BS
734
Boenning & Scattergood
Pennsylvania
$729K +$7.3K +78 +1%
Jane Street
735
Jane Street
New York
$726K -$2.23M -23,844 -75%
TU
736
TDAM USA
Ontario, Canada
$725K +$75K +802 +12%
First Manhattan
737
First Manhattan
New York
$718K -$104K -1,109 -13%
GJIC
738
Gamble Jones Investment Counsel
California
$712K -$9.35K -100 -1%
LC
739
Lavaca Capital
Texas
$712K +$8.79K +94 +1%
FNBOSM
740
First National Bank of South Miami
Florida
$710K +$24.3K +237 +4%
TSW
741
Thompson Siegel & Walmsley
Virginia
$710K +$468K +5,000 +193%
MCM
742
Manchester Capital Management
Vermont
$703K – – –
CI
743
Conning Inc
Connecticut
$698K -$833K -8,902 -54%
GIM
744
Greylin Investment Management
Virginia
$696K -$1.24M -13,225 -64%
AAA
745
Adams Asset Advisors
Texas
$694K +$211K +2,258 +44%
VIA
746
Vident Investment Advisory
Georgia
$691K +$17.1K +183 +3%
HH
747
Hilltop Holdings
Texas
$687K +$29.4K +314 +4%
OWA
748
One Wealth Advisors
California
$685K +$1.78K +19 +0.3%
SCA
749
Snowden Capital Advisors
New York
$683K -$12.4K -133 -2%
JCM
750
Jacobsen Capital Management
Utah
$681K +$681K +7,284 New
28 29
30
31 32