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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 %
OAJ
1326
Ogorek Anthony Joseph
New York
$9K 100 – –
AP
1327
Arlington Partners
Alabama
$9K 100 – –
PCTC
1328
Perkins Coie Trust Company
Washington
$9K 100 – –
FA
1329
Financial Advantage
Maryland
$9K 105 – –
WPW
1330
Winthrop Partners - WNY
New York
$8.42K 90 – –
SQA
1331
Simon Quick Advisors
New Jersey
$6.83K 73 +73 New
RAM
1332
Riggs Asset Management
Pennsylvania
$6K 60 – –
NCM
1333
Nelson Capital Management
California
$6K 60 +60 New
SWP
1334
Strategic Wealth Partners
Ohio
$5K 56 – –
EWM
1335
Elmwood Wealth Management
California
$5K 55 – –
ANBT
1336
American National Bank & Trust
Texas
$5K 50 +50 New
BL
1337
Balentine LLC
Georgia
$5K 52 +52 New
PWP
1338
Personal Wealth Partners
Minnesota
$4K 45 +45 New
IF
1339
Ironwood Financial
Arizona
$3K 30 – –
SC
1340
Sawyer & Company
Massachusetts
$3K 31 – –
SIAS
1341
Shine Investment Advisory Services
Colorado
$3K 36 – –
HCM
1342
Horrell Capital Management
Arkansas
$3K 34 – –
CFA
1343
Camarda Financial Advisors
Florida
$3K 32 +25 +357%
PC
1344
Permanens Capital
New York
$2K 25 – –
NR
1345
Newfound Research
Massachusetts
$1K 8 +1 +14%
FBT
1346
First Bank & Trust
South Dakota
$1K 7 +7 New
LHC
1347
Little House Capital
Massachusetts
$481 4,697 +405 +9%
CT
1348
Chicago Trust
Illinois
$313 3,341 +174 +5%
FCH
1349
Freestone Capital Holdings
Washington
$291 3,112 +56 +2%
BRWM
1350
B. Riley Wealth Management
Tennessee
$245 2,622 +227 +9%
52 53
54
55 56