PSX icon

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
1
Nuveen Asset Management
Illinois
$350M
2
Wells Fargo
2
Wells Fargo
California
$1.02B
3
EIP
3
Epoch Investment Partners
New York
$267M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41B
5
WRF
5
Waddell & Reed Financial
Kansas
$141M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$648M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$170M
3
Goldman Sachs
3
Goldman Sachs
New York
$354M
4
Deutsche Bank
4
Deutsche Bank
Germany
$244M
5
APG Asset Management
5
APG Asset Management
Netherlands
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCG
976
Opus Capital Group
Ohio
$321K +$51.4K +550 +19%
TA
977
TFG Advisers
Michigan
$320K -$2.24K -24 -0.7%
TWM
978
Tolleson Wealth Management
Texas
$320K – – –
LKIM
979
Lawson Kroeker Investment Management
Nebraska
$319K – – –
TCM
980
Tributary Capital Management
Nebraska
$318K -$18.7K -200 -6%
BAM
981
Barrett Asset Management
New York
$318K – – –
WOC
982
West Oak Capital
California
$315K – – –
RGC
983
Roberts, Glore & Co
Illinois
$315K – – –
WJA
984
Williams Jones & Associates
New York
$313K -$23.9K -255 -7%
FSA
985
Franklin Street Advisors
North Carolina
$311K -$3.37K -36 -1%
BCWM
986
Bartlett & Co Wealth Management
Ohio
$310K +$1.31K +14 +0.4%
BB
987
Bell Bank
North Dakota
$310K – – –
BC
988
Bartlett & Co
Ohio
$310K +$1.31K +14 +0.4%
TWA
989
TCI Wealth Advisors
Arizona
$309K -$1.12K -12 -0.4%
SAM
990
Summit Asset Management
Tennessee
$308K +$94 +1 +0%
BFIM
991
Beese Fulmer Investment Management
Ohio
$307K -$28.1K -300 -8%
IIM
992
Ipswich Investment Management
Massachusetts
$307K -$9.36K -100 -3%
DIA
993
Dana Investment Advisors
Wisconsin
$307K – – –
Lido Advisors
994
Lido Advisors
California
$306K -$188K -2,016 -38%
IWA
995
Inspirion Wealth Advisors
Illinois
$306K -$2.44K -26 -0.8%
IWP
996
Icon Wealth Partners
Texas
$306K +$14.7K +157 +5%
AWM
997
Aries Wealth Management
Maine
$304K +$304K +3,140 New
BFS
998
Bradley Foster & Sargent
Connecticut
$303K -$23.7K -254 -7%
IA
999
IFG Advisory
Georgia
$303K -$12.2K -140 -4%
BJL
1000
Brighton Jones LLC
Washington
$303K -$1.5K -16 -0.5%
38 39
40
41 42