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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.

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 Market Value Shares Shares
Change 		Shares
Change %
POIA
1151
Pin Oak Investment Advisors
Texas
$151K 1,612 +288 +22%
ST
1152
Smithfield Trust
Pennsylvania
$149K 1,600 – –
GAM
1153
Gemmer Asset Management
California
$149K 1,594 +427 +37%
APC
1154
Aspire Private Capital
North Carolina
$148K 1,577 +8 +0.5%
RIA
1155
RPG Investment Advisory
California
$148K 1,575 +933 +145%
FGAM
1156
Financial Gravity Asset Management
Texas
$147K 1,568 -10 -0.6%
FPS
1157
Fieldpoint Private Securities
Connecticut
$146K 1,557 -1,280 -45%
ADL
1158
Asset Dedication LLC
California
$146K 1,564 +1 +0.1%
TL
1159
TrueWealth LLC
Georgia
$145K 1,550 +32 +2%
LD
1160
Lipe & Dalton
New York
$143K 1,532 +1,532 New
AIP
1161
Almanack Investment Partners
Pennsylvania
$143K 1,527 -1,255 -45%
IRC
1162
Investors Research Corp
Georgia
$142K 1,522 – –
WG
1163
Welch Group
Alabama
$139K 1,488 -3,774 -72%
FPFS
1164
First Personal Financial Services
North Carolina
$134K 1,437 +80 +6%
CIA
1165
CSat Investment Advisory
Michigan
$131K 1,408 +1,327 +1,638%
PMFA
1166
Plante Moran Financial Advisors
Michigan
$130K 1,387 -407 -23%
M
1167
MOTCO
Texas
$127K 1,360 -169 -11%
MS
1168
Mizuho Securities
Japan
$122K 1,300 +1,300 New
DAM
1169
Diamant Asset Management
Connecticut
$122K 1,309 +1,309 New
LWM
1170
Lenox Wealth Management
Ohio
$120K 1,285 +206 +19%
SIAP
1171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K 1,273 – –
CIAS
1172
Capital Investment Advisory Services
North Carolina
$119K 1,156 +360 +45%
RFA
1173
Reilly Financial Advisors
California
$118K 1,263 -10 -0.8%
EWM
1174
Executive Wealth Management
Michigan
$113K 1,211 -342 -22%
GLI
1175
Guardian Life Insurance
New York
$113K 1,209 – –
45 46
47
48 49