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Phillips 66
PSX

1,222 hedge funds and large institutions have $16B invested in Phillips 66 in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 416 increasing their positions, 589 reducing their positions, and 384 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $143M | Put options by funds: $115M

1.34% less ownership

Funds ownership: 69.4% → 68.07% (-1.3%)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

21% less funds holding

Funds holding: 1,539 → 1,222 (-317)

29% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 589

53% less capital invested

Capital invested by funds: $34.4B → $16B (-$18.3B)

77% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 384

Holders
1,222
Holders Change
-317
Holders Change %
-20.6%
% of All Funds
26.92%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
87
Increased
416
Reduced
589
Closed
384
Calls
$143M
Puts
$115M
Net Calls
+$28.3M
Net Calls Change
+$109M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$142M
2
BlackRock
BlackRock
New York
+$96.7M
3
Victory Capital Management
Victory Capital Management
Texas
+$73.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$68.9M
5
EVM
Eaton Vance Management
Massachusetts
+$64.9M

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$214M
2
Goldman Sachs
Goldman Sachs
New York
-$170M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$130M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$108M
5
JP Morgan Chase
JP Morgan Chase
New York
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1326
Doyle Wealth Management
Florida
– -$555K -4,984 Closed
ECM
1327
Evergreen Capital Management
Washington
– -$551K -4,950 Closed
JC
1328
Jacobs & Co
California
– -$547K -4,915 Closed
NSAM
1329
North Star Asset Management
Wisconsin
– -$548K -4,915 Closed
CA
1330
Calton & Associates
Florida
– -$540K -4,845 Closed
DT
1331
Diversified Trust
Tennessee
– -$539K -4,835 Closed
RA
1332
RFG Advisory
Alabama
– -$535K -4,806 Closed
WSCM
1333
Wellington Shields Capital Management
New York
– -$535K -4,800 Closed
LOAME
1334
Lombard Odier Asset Management (Europe)
United Kingdom
– -$519K -4,661 Closed
ZIC
1335
ZWJ Investment Counsel
Georgia
– -$502K -4,510 Closed
ATPW
1336
Ashton Thomas Private Wealth
Arizona
– -$494K -4,436 Closed
AIM
1337
Achmea Investment Management
Netherlands
– -$481K -4,310 Closed
JGUA
1338
John G. Ullman & Associates
New York
– -$480K -4,310 Closed
TAM
1339
Trillium Asset Management
Massachusetts
– -$462K -4,151 Closed
CAM
1340
Cresset Asset Management
Illinois
– -$456K -4,089 Closed
LC
1341
LCNB Corp
Ohio
– -$454K -4,072 Closed
RA
1342
Rational Advisors
New York
– -$451K -4,050 Closed
MA
1343
Montag & Associates
Georgia
– -$446K -4,003 Closed
ACA
1344
Ackerman Capital Advisors
Texas
– -$446K -4,000 Closed
TAM
1345
Townsend Asset Management
North Carolina
– -$442K -3,968 Closed
ATC
1346
Argent Trust Co
Tennessee
– -$441K -3,961 Closed
WSTAM
1347
Wilbanks Smith & Thomas Asset Management
Virginia
– -$439K -3,941 Closed
CP
1348
Covenant Partners
Tennessee
– -$430K -3,860 Closed
IC
1349
IEQ Capital
California
– -$426K -3,833 Closed
EWF
1350
Epstein & White Financial
California
– -$426K -3,815 Closed
52 53
54
55 56

PSX Hedge Fund Activity: Q1 2020 in Review

1,222 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2020, worth a combined $16B — down 53% from $34.4B a quarter earlier.

Sellers outnumbered buyers: 384 funds closed out of PSX and 87 opened new positions — a net loss of 297 holders — while 589 trimmed existing stakes and 416 added.

The largest buyer was State Street, adding an estimated $142M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $214M sold.

  • 1,222 institutional investors held Phillips 66 (PSX) as of Q1 2020, down from 1,539 in Q4 2019.
  • Funds reported $16B of Phillips 66 stock for Q1 2020, down 53% quarter-over-quarter.
  • 87 funds opened new Phillips 66 positions in Q1 2020 and 384 closed out, a net change of -297 holders.
  • The largest Phillips 66 buyer in Q1 2020 was State Street, an estimated $142M added.
  • The largest Phillips 66 seller in Q1 2020 was Renaissance Technologies, an estimated $214M sold.

Based on aggregated 13F filings for Q1 2020.