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Phillips 66
PSX

1,390 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 514 increasing their positions, 518 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 75

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

35% more call options, than puts

Call options by funds: $281M | Put options by funds: $208M

8% more capital invested

Capital invested by funds: $29.3B → $31.6B (+$2.36B)

3% more funds holding

Funds holding: 1,356 → 1,390 (+34)

0.24% less ownership

Funds ownership: 69.15% → 68.91% (-0.24%)

1% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 518

Holders
1,390
Holders Change
+34
Holders Change %
+2.51%
% of All Funds
30.48%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
117
Increased
514
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$167M
2
State Street
State Street
Massachusetts
+$107M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$85.9M
4
BlackRock
BlackRock
New York
+$77M
5
Victory Capital Management
Victory Capital Management
Texas
+$65.8M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$128M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$125M
3
ClearBridge Investments
ClearBridge Investments
New York
-$92.6M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$76.9M
5
USAA
United Services Automobile Association
Texas
-$71.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1451
Avestar Capital
New York
– -$29K -337 Closed
MWM
1452
Mascoma Wealth Management
New Hampshire
– -$28K -304 Closed
TPWA
1453
TRUE Private Wealth Advisors
Oregon
– -$26K -286 Closed
AP
1454
Advisors Preferred
Maryland
– -$25K -261 Closed
DWM
1455
Destination Wealth Management
California
– -$23K -250 Closed
JIM
1456
Jupiter Investment Management
United Kingdom
– -$19K -208 Closed
SHJ
1457
Sharkey, Howes & Javer
Colorado
– -$19K -200 Closed
WCM
1458
Wealthcare Capital Management
Virginia
– -$19K -200 Closed
RWA
1459
Redhawk Wealth Advisors
Minnesota
– -$19K -199 Closed
AWM
1460
Arbor Wealth Management
Florida
– -$17K -179 Closed
CFA
1461
Camarda Financial Advisors
Florida
– -$3K -32 Closed
FBT
1462
First Bank & Trust
South Dakota
– -$1K -7 Closed
AS
1463
Altshuler Shaham
Israel
– +$301 +3 New
55 56 57 58
59

PSX Hedge Fund Activity: Q3 2019 in Review

1,390 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2019, worth a combined $31.6B — up 8.1% from $29.3B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new PSX positions and 75 closed out — a net gain of 42 holders — while 514 added to existing stakes and 518 trimmed.

The largest buyer was Vanguard Group, adding an estimated $167M. The largest seller was Goldman Sachs, cutting an estimated $128M.

  • 1,390 institutional investors held Phillips 66 (PSX) as of Q3 2019, up from 1,356 in Q2 2019.
  • Funds reported $31.6B of Phillips 66 stock for Q3 2019, up 8.1% quarter-over-quarter.
  • 117 funds opened new Phillips 66 positions in Q3 2019 and 75 closed out, a net change of +42 holders.
  • The largest Phillips 66 buyer in Q3 2019 was Vanguard Group, an estimated $167M added.
  • The largest Phillips 66 seller in Q3 2019 was Goldman Sachs, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2019.