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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 %
FA
951
FMA Advisory
Pennsylvania
$343K +$842 +9 +0.2%
COI
952
Capital One Investing
Virginia
$343K +$51.9K +555 +18%
MWM
953
Mission Wealth Management
California
$338K -$32.2K -344 -9%
RIM
954
Rampart Investment Management
Connecticut
$337K -$1.93M -20,655 -85%
PK
955
Pflug Koory
Nebraska
$336K -$1.22K -13 -0.4%
BMC
956
Beaton Management Company
Massachusetts
$336K – – –
CA
957
Crewe Advisors
Utah
$336K +$219K +2,342 +187%
WPA
958
West Paces Advisors
Georgia
$335K -$1.68K -18 -0.5%
BA
959
Ballew Advisors
Mississippi
$335K – – –
GF
960
Goodman Financial
Texas
$334K – – –
CC
961
Cognios Capital
Kansas
$334K – – –
CAPTRUST Financial Advisors
962
CAPTRUST Financial Advisors
North Carolina
$334K +$49.7K +532 +17%
LPIC
963
LeJeune Puetz Investment Counsel
Michigan
$332K -$18.7K -200 -5%
HA
964
Harbor Advisors
Florida
$331K – – –
APW
965
Acima Private Wealth
Virginia
$331K – – –
FHA
966
First Horizon Advisors
Tennessee
$330K +$17.2K +184 +5%
ECM
967
Estabrook Capital Management
New York
$328K – – –
SCA
968
STALEY CAPITAL ADVISERS
Pennsylvania
$327K – – –
HCM
969
Howland Capital Management
Massachusetts
$326K -$38.8K -415 -11%
RG
970
Rathbones Group
United Kingdom
$325K -$53.7K -575 -14%
PG
971
Patten Group
Tennessee
$323K -$20.4K -218 -6%
MFW
972
Mosaic Family Wealth
Missouri
$323K +$1.5K +16 +0.5%
BHBT
973
Burke & Herbert Bank & Trust
Virginia
$322K – – –
AIM
974
Allen Investment Management
New York
$322K +$11.7K +125 +4%
SRC
975
Shufro Rose & Co
New York
$321K – – –
37 38
39
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