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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 %
MPM
401
Meritage Portfolio Management
Kansas
$3.94M +$36.8K +330 +0.9%
FNBOO
402
First National Bank of Omaha
Nebraska
$3.91M -$129K -1,156 -3%
VEA
403
Virtus ETF Advisers
New York
$3.88M +$385K +3,459 +11%
ECM
404
ExodusPoint Capital Management
New York
$3.81M +$1.75M +15,751 +86%
PFS
405
Prospera Financial Services
Texas
$3.78M +$2.81M +25,188 +289%
PCM
406
Parsons Capital Management
Rhode Island
$3.77M -$107K -957 -3%
HCMT
407
Highland Capital Management (Tennessee)
Tennessee
$3.77M -$93.2K -836 -2%
N
408
Natixis
France
$3.75M -$7.26M -65,822 -66%
OIM
409
Opus Investment Management
Massachusetts
$3.73M – – –
AF
410
Arrow Financial
New York
$3.7M +$76.8K +690 +2%
WIM
411
Wilen Investment Management
Florida
$3.69M -$222K -1,998 -6%
MME
412
Meag Munich Ergo
Germany
$3.67M +$95.5K +865 +3%
MLL
413
Moody Lynn & Lieberson
Massachusetts
$3.66M -$757K -6,794 -17%
TPCW
414
TD Private Client Wealth
New York
$3.62M +$3.62M +32,525 New
CIC
415
Canal Insurance Company
South Carolina
$3.62M – – –
GAM
416
Garrison Asset Management
Arkansas
$3.62M -$50K -449 -1%
AOWM
417
Alpha Omega Wealth Management
Virginia
$3.62M +$145K +1,301 +4%
MIM
418
Marco Investment Management
Georgia
$3.61M -$30.9K -277 -0.8%
NMERB
419
New Mexico Educational Retirement Board
New Mexico
$3.59M – – –
SC
420
SouthState Corp
Florida
$3.58M +$44.9K +403 +1%
VIA
421
Vident Investment Advisory
Georgia
$3.56M +$2.83M +25,382 +384%
KOCAA
422
Knights of Columbus Asset Advisors
Connecticut
$3.52M +$3.52M +31,595 New
CHC
423
City Holding Co
West Virginia
$3.51M -$10.1K -91 -0.3%
PAM
424
Panagora Asset Management
Massachusetts
$3.5M -$228K -2,050 -6%
NNP
425
Nachman Norwood & Parrott
South Carolina
$3.48M -$6.13K -55 -0.2%
15 16
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