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Phillips 66
PSX

Overview Fund Activity

1,218 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, 414 increasing their positions, 587 reducing their positions, and 384 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
-317
Holders Change %
-20.65%
% of All Funds
26.91%
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
414
Reduced
587
Closed
384
Calls
$143M
Puts
$115M
Net Calls
+$28.3M
Net Calls Change
+$109M

Top Buyers

1
State Street
State Street
Massachusetts
$1.31B
2
BlackRock
BlackRock
New York
$1.7B
3
Victory Capital Management
Victory Capital Management
Texas
$102M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.1B
5
EVM
Eaton Vance Management
Massachusetts
$164M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$0
2
Goldman Sachs
Goldman Sachs
New York
$94M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$47.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
$97.8M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1326
Calton & Associates
Florida
– -$540K -4,845 Closed
DT
1327
Diversified Trust
Tennessee
– -$539K -4,835 Closed
RA
1328
RFG Advisory
Alabama
– -$535K -4,806 Closed
WSCM
1329
Wellington Shields Capital Management
New York
– -$535K -4,800 Closed
LOAME
1330
Lombard Odier Asset Management (Europe)
United Kingdom
– -$519K -4,661 Closed
ZIC
1331
ZWJ Investment Counsel
Georgia
– -$502K -4,510 Closed
ATPW
1332
Ashton Thomas Private Wealth
Arizona
– -$494K -4,436 Closed
JGUA
1333
John G. Ullman & Associates
New York
– -$480K -4,310 Closed
AIM
1334
Achmea Investment Management
Netherlands
– -$481K -4,310 Closed
TAM
1335
Trillium Asset Management
Massachusetts
– -$462K -4,151 Closed
CAM
1336
Cresset Asset Management
Illinois
– -$456K -4,089 Closed
LC
1337
LCNB Corp
Ohio
– -$454K -4,072 Closed
RA
1338
Rational Advisors
New York
– -$451K -4,050 Closed
MA
1339
Montag & Associates
Georgia
– -$446K -4,003 Closed
ACA
1340
Ackerman Capital Advisors
Texas
– -$446K -4,000 Closed
TAM
1341
Townsend Asset Management
North Carolina
– -$442K -3,968 Closed
ATC
1342
Argent Trust Co
Tennessee
– -$441K -3,961 Closed
WSTAM
1343
Wilbanks Smith & Thomas Asset Management
Virginia
– -$439K -3,941 Closed
CP
1344
Covenant Partners
Tennessee
– -$430K -3,860 Closed
IC
1345
IEQ Capital
California
– -$426K -3,833 Closed
EWF
1346
Epstein & White Financial
California
– -$426K -3,815 Closed
CAM
1347
Columbia Asset Management
Michigan
– -$4.23K -3,797 Closed
WJWM
1348
Williams Jones Wealth Management
New York
– -$413K -3,709 Closed
BWP
1349
Bernardo Wealth Planning
Pennsylvania
– -$412K -3,703 Closed
GIM
1350
Greylin Investment Management
Virginia
– -$411K -3,690 Closed
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