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 %
SBL
1101
Sargent Bickham Lagudis
Colorado
$218K +$13.2K +141 +6%
MFG
1102
Magnus Financial Group
New York
$217K -$19.5K -209 -8%
LA
1103
Legacy Advisors
Pennsylvania
$216K -$216K -2,305 -50%
CA
1104
Calton & Associates
Florida
$216K -$85.5K -916 -28%
AW
1105
ACG Wealth
Georgia
$216K -$9K -96 -4%
CAM
1106
Close Asset Management
United Kingdom
$216K – – –
ST
1107
Sentinel Trust
Texas
$215K -$6.92K -74 -3%
LCM
1108
Liberty Capital Management
Michigan
$215K – – –
WDA
1109
Wendell David Associates
New Hampshire
$215K – – –
LWM
1110
Liberty Wealth Management
California
$214K -$9.54K -102 -4%
DJSG
1111
D.J. St. Germain
Massachusetts
$214K – – –
CF
1112
Centaurus Financial
California
$214K +$197K +2,101 +1,154%
SRC
1113
Sage Rhino Capital
California
$212K +$212K +2,262 New
JG
1114
Jefferies Group
New York
$210K -$5.59M -59,860 -96%
GW
1115
GW & Wade
Massachusetts
$210K +$1.03K +11 +0.5%
RP
1116
Rowlandmiller & Partners
Georgia
$210K +$61K +656 +41%
CGL
1117
Clarius Group LLC
Washington
$209K -$54.7K -584 -21%
ACI
1118
Alpha Cubed Investments
California
$209K -$12.5K -134 -6%
MWM
1119
Modera Wealth Management
New Jersey
$208K -$112K -1,200 -35%
VC
1120
Vicus Capital
Pennsylvania
$208K -$44.4K -474 -18%
MWA
1121
Meridian Wealth Advisors
Texas
$208K -$26.7K -285 -11%
KFC
1122
Klingenstein Fields & Co
New York
$208K – – –
BCA
1123
Bray Capital Advisors
Florida
$208K +$1.5K +16 +0.7%
FMP
1124
Financial Management Professionals
Texas
$207K – – –
PPP
1125
Private Portfolio Partners
New Jersey
$207K +$9.52K +102 +5%
43 44
45
46 47