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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 %
FC
426
FORA Capital
Florida
$3.46M +$3.46M +31,095 New
RIL
427
Rothschild Investment LLC
Illinois
$3.46M +$76.9K +690 +2%
ISL
428
Ingalls & Snyder LLC
New York
$3.43M -$42.9K -385 -1%
DC
429
Davenport & Co
Virginia
$3.41M +$140K +1,257 +4%
RA
430
RR Advisors
Texas
$3.41M +$3.41M +31,000 New
WCM
431
Wisconsin Capital Management
Wisconsin
$3.41M +$31.8K +285 +0.9%
VanEck Associates
432
VanEck Associates
New York
$3.41M +$1.41M +12,659 +71%
TNBTD
433
Trustmark National Bank Trust Department
Mississippi
$3.4M +$461K +4,136 +16%
IG
434
ING Group
Netherlands
$3.4M +$276K +2,479 +9%
CGH
435
Crossmark Global Holdings
Texas
$3.39M -$1.98M -17,790 -37%
BTW
436
Boston Trust Walden
Massachusetts
$3.39M +$6.35K +57 +0.2%
CAN
437
Cetera Advisor Networks
California
$3.37M +$334K +2,999 +11%
CIP
438
Convergence Investment Partners
Florida
$3.36M +$666K +5,977 +25%
HCM
439
Horiko Capital Management
New York
$3.36M -$568K -5,100 -14%
AI
440
Atria Investments
North Carolina
$3.35M -$86.1K -773 -3%
OIA
441
OneDigital Investment Advisors
Kansas
$3.34M +$210K +1,884 +7%
SMDAM
442
Sumitomo Mitsui DS Asset Management
Japan
$3.33M -$60.3K -541 -2%
TAM
443
Tradition Asset Management
Virginia
$3.29M -$1.42M -12,735 -30%
KWM
444
Kingsview Wealth Management
Oregon
$3.25M +$142K +1,275 +5%
TC
445
TownSquare Capital
Utah
$3.21M -$49.1K -441 -2%
CLOS
446
Compagnie Lombard Odier SCmA
Switzerland
$3.2M -$1.15M -10,305 -26%
BAS
447
Brown Advisory Securities
Maryland
$3.2M -$239K -2,141 -7%
BOH
448
Bank of Hawaii
Hawaii
$3.19M -$97.8K -878 -3%
RFM
449
Royal Fund Management
Florida
$3.18M -$784K -7,041 -20%
SWM
450
Segment Wealth Management
Texas
$3.15M +$170K +1,530 +6%
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