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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 %
BBHC
751
Brown Brothers Harriman & Co
New York
$665K -$117K -1,249 -15%
SC
752
Searle & Co
Connecticut
$662K – – –
FIM
753
Frontier Investment Management
Texas
$659K +$1.5K +16 +0.2%
BO
754
Bank OZK
Arkansas
$658K +$10K +107 +2%
WIC
755
Wilkins Investment Counsel
Massachusetts
$651K – – –
MYAM
756
Meiji Yasuda Asset Management
Japan
$643K +$22.5K +240 +4%
AWM
757
Altium Wealth Management
New York
$643K +$77.3K +826 +14%
EAM
758
Erste Asset Management
Austria
$642K – – –
1SB
759
1ST Source Bank
Indiana
$641K +$8.7K +93 +1%
FAIM
760
Financial Advocates Investment Management
Washington
$639K -$6.46K -69 -1%
AFIA
761
America First Investment Advisors
Nebraska
$633K – – –
LB
762
Legacy Bridge
Iowa
$629K – – –
GT
763
Glenview Trust
Kentucky
$622K +$105K +1,119 +20%
DI
764
DAGCO Inc
Ohio
$618K -$32.2K -345 -5%
Wealthfront Advisers
765
Wealthfront Advisers
California
$618K -$27.2K -291 -4%
S
766
Seeyond
France
$617K -$135K -1,444 -18%
LW
767
Linscomb Wealth
Texas
$617K +$17.9K +191 +3%
RE
768
RBC Europe
United Kingdom
$615K -$93.5K -1,000 -13%
AAM
769
Azzad Asset Management
Virginia
$612K -$14.3K -153 -2%
USGIU
770
U.S. Global Investors (USGI)
Texas
$608K +$608K +6,500 New
GWCM
771
Godshalk Welsh Capital Management
Pennsylvania
$606K – – –
CCM
772
Covington Capital Management
California
$601K +$1.97K +21 +0.3%
BA
773
Bennicas & Associates
California
$600K – – –
SC
774
Savant Capital
Illinois
$592K -$39.8K -425 -6%
IFAM
775
Institutional & Family Asset Management
Colorado
$592K -$1.87K -20 -0.3%
29 30
31
32 33