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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 %
HCA
1401
Horan Capital Advisors
Ohio
$64K – – –
FANJ
1402
Financial Architects (New Jersey)
New Jersey
$62K +$112 +1 +0.2%
VCP
1403
Verus Capital Partners
Arizona
$62K +$62K +560 New
EWP
1404
Engrave Wealth Partners
Texas
$62K +$62K +565 New
HWA
1405
Heritage Wealth Advisors
Virginia
$60K +$4.01K +36 +7%
MCM
1406
MV Capital Management
Maryland
$59K -$6.41K -58 -10%
LWA
1407
Lenox Wealth Advisors
New York
$59K +$6.64K +60 +13%
EWM
1408
Endurance Wealth Management
Rhode Island
$58K – – –
RCA
1409
Ranch Capital Advisors
Florida
$56K +$56K +504 New
CA
1410
Crewe Advisors
Utah
$55K -$93.9K -840 -63%
BAMG
1411
Brand Asset Management Group
Missouri
$55K – – –
GWS
1412
Glassman Wealth Services
Virginia
$55K +$885 +8 +2%
PMFA
1413
Plante Moran Financial Advisors
Michigan
$54K -$55.9K -501 -51%
DOA
1414
D'Orazio & Associates
Virginia
$54K – – –
1NWS
1415
1 North Wealth Services
Maryland
$53K – – –
Kayne Anderson Rudnick Investment Management
1416
Kayne Anderson Rudnick Investment Management
California
$53K +$2.58K +23 +5%
AWMS
1417
Advocacy Wealth Management Services
Georgia
$52K – – –
TI
1418
Truehand Inc
New Hampshire
$51K – – –
LWM
1419
Lionsbridge Wealth Management
Florida
$51K +$51K +472 New
SWM
1420
Sugarloaf Wealth Management
Georgia
$50K +$50K +445 New
FWM
1421
FSA Wealth Management
Massachusetts
$49K +$49K +444 New
KPCM
1422
Kings Point Capital Management
New York
$48K -$15.1K -136 -24%
TW
1423
Towerpoint Wealth
California
$48K – – –
WAS
1424
Winch Advisory Services
Wisconsin
$48K +$6.19K +56 +15%
GI
1425
Gradient Investments
Minnesota
$47K -$26.2K -234 -36%
55 56
57
58 59