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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 %
IWA
1401
Inspirion Wealth Advisors
Illinois
– -$350K -3,141 Closed
WPP
1402
Whalerock Point Partners
Rhode Island
– -$347K -3,119 Closed
SCM
1403
Schnieders Capital Management
California
– -$347K -3,111 Closed
WCM
1404
Whitener Capital Management
North Carolina
– -$345K -3,099 Closed
JWCA
1405
J.W. Cole Advisors
Florida
– -$345K -3,096 Closed
FSA
1406
Franklin Street Advisors
North Carolina
– -$340K -3,051 Closed
CC
1407
Cadinha & Co
Hawaii
– -$339K -3,045 Closed
FWP
1408
FAS Wealth Partners
Kansas
– -$339K -3,041 Closed
PL
1409
Plancorp LLC
Missouri
– -$338K -3,038 Closed
HWA
1410
HCR Wealth Advisors
California
– -$337K -3,025 Closed
IUHSA
1411
Itau Unibanco Holding S.A.
Brazil
– -$332K -2,978 Closed
CEP
1412
Chicago Equity Partners
Illinois
– -$329K -2,955 Closed
RCA
1413
Resonant Capital Advisors
Wisconsin
– -$329K -2,954 Closed
BBA
1414
BLB&B Advisors
Pennsylvania
– -$328K -2,941 Closed
DJSG
1415
D.J. St. Germain
Massachusetts
– -$327K -2,937 Closed
EDRIA
1416
Edmonds Duncan Registered Investment Advisors
Kansas
– -$327K -2,933 Closed
SL
1417
Stevard LLC
Illinois
– -$326K -2,930 Closed
LSAG
1418
Lake Street Advisors Group
New Hampshire
– -$324K -2,912 Closed
DWA
1419
Douglass Winthrop Advisors
New York
– -$324K -2,912 Closed
PMG
1420
ProVise Management Group
Florida
– -$324K -2,905 Closed
SSG
1421
Summit Securities Group
New York
– -$323K -2,900 Closed
ACM
1422
Argent Capital Management
Missouri
– -$321K -2,885 Closed
KIA
1423
KCM Investment Advisors
California
– -$321K -2,881 Closed
WIA
1424
Westbourne Investment Advisors
Maryland
– -$320K -2,876 Closed
BW
1425
Bison Wealth
Georgia
– -$320K -2,869 Closed
55 56
57
58 59