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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 %
AG
101
Aperio Group
California
$36.5M 389,889 -8,207 -2%
PI
102
Putnam Investments
Massachusetts
$35.9M 383,880 +5,044 +1%
NIPH
103
NN Investment Partners Holdings
Netherlands
$35.7M 381,248 +124,117 +48%
TBC
104
Tweedy, Browne Co
Connecticut
$34.3M 366,209 -989 -0.3%
GAM
105
Gotham Asset Management
New York
$34M 363,291 +5,287 +1%
KeyBank National Association
106
KeyBank National Association
Ohio
$33.9M 362,002 -4,780 -1%
Chevy Chase Trust
107
Chevy Chase Trust
Maryland
$33M 353,091 -1,835 -0.5%
BTS
108
BB&T Securities
Virginia
$32.2M 344,768 +36,601 +12%
RJFSA
109
Raymond James Financial Services Advisors
Florida
$32.2M 344,679 +12,253 +4%
GIA
110
Gateway Investment Advisers
Ohio
$32.2M 344,169 +39,957 +13%
RCM
111
RNC Capital Management
California
$31.4M 336,088 -45,052 -12%
TD Asset Management
112
TD Asset Management
Ontario, Canada
$31.3M 334,374 +70,958 +27%
KACA
113
Kayne Anderson Capital Advisors
California
$30.3M 324,100 +23,400 +8%
US Bancorp
114
US Bancorp
Minnesota
$30M 320,964 -3,144 -1%
BAMF
115
BI Asset Management Fondsmaeglerselskab
Denmark
$29.9M 320,127 +28,614 +10%
Victory Capital Management
116
Victory Capital Management
Texas
$29.3M 313,388 +56,707 +22%
Stifel Financial
117
Stifel Financial
Missouri
$28.9M 309,267 -11,704 -4%
UIM
118
USS Investment Management
United Kingdom
$28.7M 306,800 -43,800 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
119
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$27.8M 297,150 +7,100 +2%
ARG
120
Advisory Resource Group
Oklahoma
$27.1M 289,267 +1,006 +0.3%
RHBC
121
R.H. Bluestein & Co
Michigan
$26.9M 288,048 +1,525 +0.5%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.9M 287,293 -13,117 -4%
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$26.6M 283,895 +26,730 +10%
PR
124
Payden & Rygel
California
$26.4M 282,760 +68,500 +32%
VRS
125
Virginia Retirement Systems
Virginia
$26.3M 280,800 -75,400 -21%
3 4
5
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