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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 %
Cetera Investment Advisers
826
Cetera Investment Advisers
Illinois
$498K -$8.62K -92 -2%
PCM
827
Poehling Capital Management
Wisconsin
$498K +$4.68K +50 +0.9%
QCG
828
Quadrant Capital Group
Ohio
$498K +$297K +3,270 +148%
BOPW
829
Brandywine Oak Private Wealth
Pennsylvania
$495K +$49.3K +528 +11%
PGWM
830
Parisi Gray Wealth Management
New Jersey
$493K +$21.4K +229 +5%
ZCM
831
Zebra Capital Management
Connecticut
$492K +$492K +5,260 New
BDF
832
Balasa Dinverno & Foltz
$490K -$104K -1,113 -18%
WSFS
833
Wilmington Savings Fund Society
Delaware
$490K -$36.2K -387 -7%
NSAM
834
North Star Asset Management
Wisconsin
$490K – – –
GC
835
Guardian Capital
Ontario, Canada
$488K -$274K -2,923 -36%
Dodge & Cox
836
Dodge & Cox
California
$487K – – –
H
837
Hexavest
Quebec, Canada
$486K -$31.2M -333,523 -98%
CL
838
Choreo LLC
Illinois
$485K -$7.68K -82 -2%
RPC
839
Rossmore Private Capital
Connecticut
$485K – – –
MA
840
Mutual Advisors
Nebraska
$485K +$260K +2,786 +116%
BEC
841
Blue Edge Capital
Virginia
$482K +$374 +4 +0.1%
STMM
842
South Texas Money Management
Texas
$481K -$7.02K -75 -1%
BCA
843
Bay Colony Advisors
Massachusetts
$479K -$278K -2,972 -37%
MMPW
844
Mitchell McLeod Pugh & Williams
Alabama
$479K +$5.62K +60 +1%
PBO
845
Peoples Bank (Ohio)
Ohio
$479K +$22.8K +243 +5%
GIA
846
Guyasuta Investment Advisors
Pennsylvania
$475K +$3.09K +33 +0.7%
WT
847
Washington Trust
Rhode Island
$473K -$4.39K -47 -0.9%
BAM
848
Belpointe Asset Management
Nevada
$472K -$17.5K -187 -4%
GLA
849
Good Life Advisors
Pennsylvania
$472K +$5.97K +64 +1%
CS
850
Comerica Securities
Michigan
$471K +$21.4K +229 +5%
32 33
34
35 36