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

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$573M
4
BlackRock
BlackRock
New York
$3.39B
5
Deutsche Bank
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
376
Osborn Williams & Donohoe
Ohio
$4.56M -$356K -3,196 -7%
TCM
377
Telos Capital Management
California
$4.53M +$27.9K +250 +0.6%
BHA
378
Beech Hill Advisors
New York
$4.53M +$94.8K +851 +2%
SB
379
Simmons Bank
Arkansas
$4.52M -$28.1K -252 -0.6%
HT
380
Heritage Trust
Oklahoma
$4.52M -$13.1K -118 -0.3%
PA
381
Pinnacle Associates
New York
$4.51M -$39K -350 -0.9%
PGIM
382
Pacific Global Investment Management
California
$4.47M +$14K +126 +0.3%
LOAMS
383
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.47M +$1.97M +17,681 +79%
B
384
Barings
North Carolina
$4.43M +$3.01M +27,246 +211%
BCP
385
Blue Chip Partners
Michigan
$4.41M +$10.6K +95 +0.2%
SBH
386
Segall Bryant & Hamill
Illinois
$4.35M -$411K -3,694 -9%
Fiera Capital (Canada)
387
Fiera Capital (Canada)
Quebec, Canada
$4.34M +$4.01K +36 +0.1%
JWM
388
JGP Wealth Management
Oregon
$4.32M +$349K +3,235 +9%
CIC
389
Cornercap Investment Counsel
Georgia
$4.32M +$79.5K +714 +2%
RIA
390
RPG Investment Advisory
California
$4.31M -$1.11M -9,946 -20%
ABTD
391
Arvest Bank Trust Division
Oklahoma
$4.27M -$436K -3,910 -9%
FNBOMD
392
First National Bank of Mount Dora
Florida
$4.23M -$33.9K -304 -0.8%
SAM
393
Sompo Asset Management
Japan
$4.19M -$1.12M -10,040 -21%
TI
394
Trexquant Investment
Connecticut
$4.17M +$4.17M +37,408 New
FWCM
395
Ferguson Wellman Capital Management
Oregon
$4.15M -$67.7K -608 -2%
SSA
396
Schonfeld Strategic Advisors
New York
$4.06M +$4.06M +36,474 New
B
397
Bailard
California
$4.04M +$2.23M +20,049 +124%
CM
398
Castleark Management
Illinois
$4M +$692K +6,215 +21%
ED
399
Exane Derivatives
France
$3.97M +$503K +4,795 +14%
PWLP
400
Prio Wealth Limited Partnership
Massachusetts
$3.94M -$726K -6,515 -16%
14 15
16
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