PSX icon

Phillips 66
PSX

Overview Fund Activity

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
276
GAMCO Investors
Connecticut
$7.67M -$134K -1,205 -2%
AssetMark Inc
277
AssetMark Inc
California
$7.65M -$1.66M -14,891 -18%
HNB
278
Huntington National Bank
Ohio
$7.64M -$242K -2,171 -3%
CA
279
Cullinan Associates
Kentucky
$7.63M +$333K +2,990 +5%
WB
280
WesBanco Bank
West Virginia
$7.6M -$79.5K -714 -1%
AB
281
Amalgamated Bank
New York
$7.6M +$489K +4,385 +7%
MIM
282
Montgomery Investment Management
Maryland
$7.54M -$27.9K -250 -0.4%
FMII
283
Farmers & Merchants Investments Inc
Nebraska
$7.54M -$557 -5 -0%
OPCM
284
Osborne Partners Capital Management
California
$7.51M -$432K -3,874 -5%
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$7.46M -$113K -1,011 -1%
ARTA
286
A.R.T. Advisors
New York
$7.39M +$6.68M +60,000 +943%
IA
287
Icon Advisers
Colorado
$7.31M – – –
BIM
288
Bridgecreek Investment Management
Oklahoma
$7.18M +$5.57K +50 +0.1%
AAF
289
Andra AP-fonden
Sweden
$7.14M +$1.83M +16,400 +34%
CCG
290
Chatham Capital Group
Georgia
$7.1M -$71.5K -642 -1%
MSA
291
Mason Street Advisors
Wisconsin
$7.06M -$55.9K -502 -0.8%
FTIOP
292
Fiduciary Trust International of Pennsylvania
Pennsylvania
$7.05M +$718K +6,448 +11%
RCYC
293
Richard C. Young & Co
Rhode Island
$7.05M +$617K +5,539 +10%
SPIA
294
Steward Partners Investment Advisory
New York
$6.96M -$11.7K -105 -0.2%
V
295
Veritable
Delaware
$6.96M -$46K -413 -0.7%
UCFA
296
United Capital Financial Advisors
Texas
$6.86M -$19.8M -177,352 -74%
LA
297
Lau Associates
Delaware
$6.85M – – –
LC
298
Lincoln Capital
Nebraska
$6.76M -$152K -1,361 -2%
SGA
299
Strategic Global Advisors
California
$6.71M +$4.97M +44,618 +286%
CIBC Private Wealth Group
300
CIBC Private Wealth Group
Georgia
$6.71M +$291K +2,616 +5%
10 11
12
13 14