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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 %
NL
776
NVWM LLC
Pennsylvania
$589K +$30.8K +329 +6%
CRC
777
Curi RMB Capital
Illinois
$588K -$95.1K -1,017 -14%
VDI
778
Vaughan David Investments
Illinois
$587K +$2.81K +30 +0.5%
CC
779
ClearArc Capital
Ohio
$586K -$70.7K -756 -11%
YIA
780
YHB Investment Advisors
Connecticut
$580K +$8.88K +95 +2%
CWM
781
Cordatus Wealth Management
Pennsylvania
$577K +$26.7K +286 +5%
ER
782
Enlightenment Research
Florida
$573K +$573K +6,073 New
VFA
783
Voya Financial Advisors
Connecticut
$572K -$403K -4,394 -41%
OFS
784
OneAscent Financial Services
Alabama
$572K +$572K +6,119 New
SC
785
Saturna Capital
Washington
$571K -$701K -7,500 -55%
GC
786
Grace Capital
Massachusetts
$571K -$36.8K -400 -6%
RBFC
787
Roman Butler Fullerton & Co
Missouri
$569K +$28K +300 +5%
MTC
788
McDaniel Terry & Co
Texas
$569K +$30.5K +326 +6%
HCA
789
Heck Capital Advisors
Wisconsin
$563K – – –
ACA
790
Ackerman Capital Advisors
Texas
$561K +$93.5K +1,000 +20%
HSA
791
HBK Sorce Advisory
Pennsylvania
$561K +$64.5K +690 +13%
Kovitz Investment Group Partners
792
Kovitz Investment Group Partners
Illinois
$560K -$65.4K -700 -10%
HB
793
Homrich & Berg
Georgia
$560K +$153K +1,640 +38%
MRCM
794
M&R Capital Management
New Jersey
$556K -$28K -300 -5%
PB
795
Pinnacle Bancorp
Nebraska
$554K – – –
REMPR
796
Roof Eidam Maycock Peralta (REMP)
California
$553K – – –
CWM
797
Cornerstone Wealth Management
Missouri
$552K -$95.7K -1,033 -15%
CCT
798
Chemung Canal Trust
New York
$549K -$73.7K -787 -12%
PFP
799
Pinnacle Financial Partners
Tennessee
$549K -$15.4K -165 -3%
SC
800
SRB Corp
Massachusetts
$542K -$161K -1,718 -23%
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