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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
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
1426
Field & Main Bank
Kentucky
$47K – – –
BWM
1427
Baystate Wealth Management
Massachusetts
$46K +$334 +3 +0.7%
BWA
1428
BDO Wealth Advisors
Florida
$45K -$24.3K -218 -35%
1IA
1429
1834 Investment Advisors
Wisconsin
$45K -$11.3K -100 -20%
BWA
1430
Burt Wealth Advisors
Maryland
$45K – – –
PCA
1431
Peddock Capital Advisors
Massachusetts
$45K +$45K +400 New
SIS
1432
Sound Income Strategies
Florida
$44K – – –
EWM
1433
EPG Wealth Management
Georgia
$44K +$44K +391 New
BBA
1434
Braun-Bostich & Associates
Pennsylvania
$43K +$43K +387 New
GG
1435
Gleason Group
Kentucky
$42K +$42K +377 New
TRCT
1436
Tower Research Capital (TRC)
New York
$41K -$654K -5,882 -94%
TF
1437
TimeScale Financial
Massachusetts
$40K – – –
FWM
1438
Filbrandt Wealth Management
Wisconsin
$40K +$40K +364 New
TF
1439
Tompkins Financial
New York
$38K – – –
PFGIA
1440
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
MF
1441
Manchester Financial
California
$38K +$38K +343 New
ACM
1442
Anfield Capital Management
California
$38K +$38K +407 New
HGWM
1443
Harvest Group Wealth Management
Massachusetts
$37K +$111 +1 +0.3%
JGIA
1444
Jackson Grant Investment Advisers
Connecticut
$37K +$225 +2 +0.6%
JWA
1445
JFS Wealth Advisors
Pennsylvania
$35K +$12.7K +115 +57%
FCM
1446
Firestone Capital Management
Florida
$35K +$35K +318 New
LFG
1447
Larson Financial Group
Missouri
$32K -$16.4K -148 -34%
SL
1448
Savior LLC
Massachusetts
$32K +$32K +289 New
LFA
1449
Lighthouse Financial Advisors
Maryland
$30K +$30K +274 New
SLF
1450
Sun Life Financial
Ontario, Canada
$29K -$11.1K -101 -28%
56 57
58
59 60