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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
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 %
BCI
1051
Brinker Capital Investments
Pennsylvania
$253K -$590K -6,316 -70%
SFFS
1052
Stonehage Fleming Financial Services
Jersey
$253K – – –
ACM
1053
Argent Capital Management
Missouri
$253K – – –
FLPIM
1054
F.L. Putnam Investment Management
Massachusetts
$252K -$71K -760 -22%
TNB
1055
Thomasville National Bank
Georgia
$252K -$18.7K -200 -7%
PWP
1056
Principle Wealth Partners
Connecticut
$252K +$252K +2,693 New
EM
1057
Excalibur Management
Massachusetts
$251K +$2.34K +25 +0.9%
MBT
1058
Montecito Bank & Trust
California
$250K +$9.8K +105 +4%
SBSB
1059
Sullivan, Bruyette, Speros & Blaney
Virginia
$250K +$24.6K +263 +11%
Cerity Partners
1060
Cerity Partners
New York
$248K -$1.86M -19,931 -88%
PCA
1061
Personal Capital Advisors
California
$248K -$1.59K -17 -0.6%
WP
1062
WealthSource Partners
California
$247K +$48.1K +514 +24%
FSWA
1063
Financial Synergies Wealth Advisors
Texas
$246K +$18.2K +194 +8%
AFG
1064
Albion Financial Group
Utah
$245K – – –
CBT
1065
Capital Bank & Trust
California
$245K +$10.9K +117 +5%
NFG
1066
Nations Financial Group
Iowa
$245K +$21.1K +226 +9%
QT
1067
Quantamental Technologies
New York
$245K +$244K +2,609 +17,393%
NFP
1068
Narus Financial Partners
Utah
$244K +$244K +2,613 New
DAC
1069
Dividend Assets Capital
South Carolina
$244K – – –
DSC
1070
Duncker Streett & Co
Missouri
$244K – – –
AA
1071
Apriem Advisors
California
$244K +$18.7K +200 +8%
AWM
1072
Avior Wealth Management
Nebraska
$242K +$1.68K +18 +0.7%
KCM
1073
Kanawha Capital Management
Virginia
$241K – – –
SNT
1074
Security National Trust
West Virginia
$239K -$156K -1,663 -39%
APG
1075
Abacus Planning Group
South Carolina
$239K +$30K +320 +14%
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