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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 %
MSAM
876
Moloney Securities Asset Management
Missouri
$438K +$24.7K +264 +6%
LOAME
877
Lombard Odier Asset Management (Europe)
United Kingdom
$436K – – –
FNFDCM
878
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$433K – – –
LNB
879
Ledyard National Bank
$432K +$20.6K +220 +5%
Fisher Asset Management
880
Fisher Asset Management
Washington
$431K +$19.5K +208 +5%
WI
881
Wedgewood Investors
Pennsylvania
$430K – – –
SAM
882
SignalPoint Asset Management
Missouri
$430K +$1.87K +20 +0.4%
JGUA
883
John G. Ullman & Associates
New York
$429K – – –
AWA
884
Arete Wealth Advisors
Illinois
$429K +$45.1K +481 +12%
CCM
885
Compton Capital Management
Rhode Island
$428K +$9.36K +100 +2%
WA
886
Wambolt & Associates
Colorado
$427K +$281 +3 +0.1%
MA
887
Montag & Associates
Georgia
$426K +$14K +150 +3%
AIM
888
Acropolis Investment Management
Missouri
$425K -$10.7K -115 -2%
FNBOH
889
First National Bank of Hutchinson
Kansas
$424K +$11.5K +112 +3%
CA
890
Clearstead Advisors
Ohio
$420K – – –
BIM
891
Bridges Investment Management
Nebraska
$419K -$74.9K -800 -15%
FMWA
892
Forvis Mazars Wealth Advisors
Missouri
$417K +$12.9K +138 +3%
CB
893
Cadence Bank
Mississippi
$416K – – –
TCOV
894
Trust Company of Vermont
Vermont
$416K +$46.5K +497 +13%
LCM
895
LVM Capital Management
Michigan
$414K – – –
CPC
896
Congress Park Capital
New York
$413K -$10.7K -105 -3%
ATPW
897
Ashton Thomas Private Wealth
Arizona
$412K +$163K +1,741 +65%
HAG
898
HighPoint Advisor Group
Illinois
$411K -$96.7K -943 -19%
LBD
899
Landsberg Bennett & Dubbaneh
Florida
$411K +$411K +4,365 New
ZB
900
Zions Bancorporation
Utah
$410K -$35K -374 -8%
34 35
36
37 38