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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 %
MWPCG
851
Measured Wealth Private Client Group
New Hampshire
$470K -$136K -1,450 -22%
CIC
852
Crawford Investment Counsel
Georgia
$470K -$29.6K -316 -6%
GCM
853
Gables Capital Management
Florida
$470K -$7.92K -85 -2%
UFG
854
United Fire Group
Iowa
$470K – – –
Lazard Asset Management
855
Lazard Asset Management
New York
$468K -$943K -10,083 -67%
GT
856
Greenleaf Trust
Michigan
$468K -$110K -1,175 -19%
JCM
857
Jacobi Capital Management
Pennsylvania
$468K +$371K +3,854 +380%
CPO
858
Cerity Partners OCIO
New York
$463K +$463K +4,953 New
WT
859
Whittier Trust
California
$460K -$130K -1,394 -22%
ATC
860
Adirondack Trust Company
New York
$457K – – –
MMG
861
Monetary Management Group
Missouri
$456K -$262K -2,800 -36%
PVWM
862
Point View Wealth Management
New Jersey
$456K – – –
AIM
863
Anchor Investment Management
South Carolina
$456K -$935 -10 -0.2%
JIC
864
Joel Isaacson & Co
New York
$455K +$113K +1,206 +33%
WTB
865
Washington Trust Bank
Washington
$454K -$18.7K -200 -4%
WEC
866
Winslow Evans & Crocker
Massachusetts
$454K +$61.3K +654 +16%
GG
867
Gofen & Glossberg
Illinois
$453K +$54.5K +583 +14%
SFSIG
868
San Francisco Sentry Investment Group
California
$452K -$232K -2,481 -34%
ECM
869
Evergreen Capital Management
Washington
$446K -$18.1K -193 -4%
WSCM
870
Wellington Shields Capital Management
New York
$446K +$1.68K +18 +0.4%
SFI
871
SPC Financial Inc
Maryland
$442K -$1.53M -16,405 -78%
AIC
872
Archer Investment Corporation
Indiana
$442K +$411K +4,400 +1,337%
EMG
873
Ellington Management Group
Connecticut
$440K +$440K +4,700 New
JHCP
874
Jackson Hole Capital Partners
Oklahoma
$439K +$48.4K +518 +12%
FMTC
875
Farmers & Merchants Trust Company
California
$439K +$156K +1,673 +55%
33 34
35
36 37