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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 %
TWM
1351
Tolleson Wealth Management
Texas
– -$409K -3,671 Closed
FFBTD
1352
First Financial Bank - Trust Division
Ohio
– -$408K -3,669 Closed
LBD
1353
Landsberg Bennett & Dubbaneh
Florida
– -$405K -3,666 Closed
TP
1354
Tranquility Partners
Tennessee
– -$407K -3,653 Closed
MSAM
1355
Moloney Securities Asset Management
Missouri
– -$402K -3,611 Closed
BCM
1356
Brookstone Capital Management
Illinois
– -$402K -3,609 Closed
MA
1357
Mutual Advisors
Nebraska
– -$400K -3,592 Closed
AWM
1358
Aries Wealth Management
Maine
– -$386K -3,585 Closed
FBFS
1359
First Business Financial Services
Wisconsin
– -$399K -3,584 Closed
SW
1360
SkyOak Wealth
Michigan
– -$396K -3,554 Closed
HA
1361
Harbor Advisors
Florida
– -$395K -3,541 Closed
BMC
1362
Beaton Management Company
Massachusetts
– -$393K -3,531 Closed
BB
1363
Busey Bank
Illinois
– -$393K -3,531 Closed
LNB
1364
Ledyard National Bank
– -$391K -3,510 Closed
SCA
1365
STALEY CAPITAL ADVISERS
Pennsylvania
– -$390K -3,500 Closed
BJL
1366
Brighton Jones LLC
Washington
– -$389K -3,495 Closed
CNB
1367
Camden National Bank
Maine
– -$387K -3,478 Closed
BP
1368
Ballentine Partners
Massachusetts
– -$387K -3,470 Closed
PCAP
1369
Pratt Collard Advisory Partners
New York
– -$386K -3,468 Closed
GC
1370
Gilbert & Cook
Iowa
– -$385K -3,454 Closed
BHBT
1371
Burke & Herbert Bank & Trust
Virginia
– -$385K -3,452 Closed
MFW
1372
Mosaic Family Wealth
Missouri
– -$384K -3,449 Closed
HC
1373
HNP Capital
New York
– -$359K -3,427 Closed
LWM
1374
Loveless Wealth Management
Montana
– -$371K -3,421 Closed
OCG
1375
Opus Capital Group
Ohio
– -$381K -3,420 Closed
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