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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
$350M
2
Wells Fargo
Wells Fargo
California
$1.02B
3
EIP
Epoch Investment Partners
New York
$267M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.41B
5
WRF
Waddell & Reed Financial
Kansas
$141M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$648M
2
AQR Capital Management
AQR Capital Management
Connecticut
$170M
3
Goldman Sachs
Goldman Sachs
New York
$354M
4
Deutsche Bank
Deutsche Bank
Germany
$244M
5
APG Asset Management
APG Asset Management
Netherlands
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
GTAM
801
Global Trust Asset Management
Florida
$542K -$9.36K -100 -2%
WTC
802
WhitTier Trust Company
Nevada
$540K – – –
BWM
803
BerganKDV Wealth Management
Minnesota
$539K -$748 -8 -0.1%
AI
804
ArchPoint Investors
Florida
$539K +$136K +1,455 +34%
WA
805
WBH Advisory
Maryland
$538K -$22.1K -237 -4%
DAS
806
Dynamic Advisor Solutions
Arizona
$535K +$96.4K +1,030 +22%
SC
807
Scotia Capital
Ontario, Canada
$529K -$498K -5,318 -48%
P
808
Pitcairn
Pennsylvania
$528K -$70.4K -753 -12%
CS
809
Cannell & Spears
New York
$526K – – –
PT
810
Plimoth Trust
Massachusetts
$525K – – –
PNC
811
Park National Corp
Ohio
$524K -$71.6K -765 -12%
BAM
812
Berkshire Asset Management
Pennsylvania
$520K -$561 -6 -0.1%
AWE
813
Avidian Wealth Enterprises
Texas
$520K +$17.1K +183 +3%
II
814
Inspire Investing
Idaho
$519K +$65.4K +699 +14%
TCOT
815
Trust Company of Toledo
Ohio
$518K +$4.67K +50 +0.9%
FFA
816
First Foundation Advisors
California
$517K +$40.3K +431 +8%
SCM
817
Southport Capital Management
Tennessee
$514K – – –
NICM
818
Neo Ivy Capital Management
New York
$514K +$365K +3,901 +245%
VAS
819
Vestmark Advisory Solutions
Massachusetts
$510K -$423K -4,523 -45%
VFA
820
Valeo Financial Advisors
Indiana
$510K -$14K -150 -3%
SG
821
Somerset Group
Minnesota
$508K +$9.36K +100 +2%
DWT
822
Dorsey & Whitney Trust
South Dakota
$507K -$1.78K -19 -0.3%
ONB
823
Old National Bancorp
Indiana
$507K +$103K +1,097 +25%
LCM
824
Leisure Capital Management
California
$504K -$145K -1,552 -22%
PI
825
PineBridge Investments
New York
$503K -$21.1M -226,088 -98%
31 32
33
34 35