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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 %
HWMG
1376
Hurlow Wealth Management Group
Indiana
– -$357K -3,417 Closed
LKIM
1377
Lawson Kroeker Investment Management
Nebraska
– -$380K -3,414 Closed
PG
1378
Patten Group
Tennessee
– -$380K -3,410 Closed
TA
1379
TFG Advisers
Michigan
– -$375K -3,373 Closed
BFS
1380
Bradley Foster & Sargent
Connecticut
– -$373K -3,347 Closed
DI
1381
DAGCO Inc
Ohio
– -$373K -3,344 Closed
SRC
1382
Shufro Rose & Co
New York
– -$372K -3,336 Closed
BA
1383
Ballew Advisors
Mississippi
– -$351K -3,320 Closed
EGA
1384
E&G Advisors
Texas
– -$370K -3,320 Closed
AIM
1385
Allen Investment Management
New York
– -$370K -3,318 Closed
BB
1386
Bell Bank
North Dakota
– -$369K -3,310 Closed
OPTFSNA
1387
Old Point Trust & Financial Services N A
Virginia
– -$368K -3,300 Closed
TCM
1388
Tributary Capital Management
Nebraska
– -$368K -3,300 Closed
SAM
1389
Summit Asset Management
Tennessee
– -$367K -3,295 Closed
CT
1390
Chicago Trust
Illinois
– -$367K -3,295 Closed
BFIM
1391
Beese Fulmer Investment Management
Ohio
– -$366K -3,283 Closed
IIM
1392
Ipswich Investment Management
Massachusetts
– -$365K -3,280 Closed
ACM
1393
Azimuth Capital Management
Michigan
– -$365K -3,273 Closed
SCI
1394
Stableford Capital II
Arizona
– -$364K -3,268 Closed
KCM
1395
Kanawha Capital Management
Virginia
– -$363K -3,262 Closed
OWA
1396
One Wealth Advisors
California
– -$358K -3,213 Closed
HCM
1397
Howland Capital Management
Massachusetts
– -$358K -3,210 Closed
MYLI
1398
Meiji Yasuda Life Insurance
Japan
– -$357K -3,200 Closed
Jones Financial Companies
1399
Jones Financial Companies
Missouri
– -$353K -3,165 Closed
RG
1400
Rathbones Group
United Kingdom
– -$351K -3,150 Closed
54 55
56
57 58