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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 %
APG
1426
Abacus Planning Group
South Carolina
– -$318K -2,857 Closed
VCM
1427
Virtue Capital Management
Tennessee
– -$316K -2,837 Closed
CPIG
1428
Chicago Partners Investment Group
Illinois
– -$293K -2,824 Closed
FTC
1429
Farmers Trust Company
Ohio
– -$313K -2,810 Closed
PGA
1430
Portland Global Advisors
Maine
– -$313K -2,807 Closed
IA
1431
IFG Advisory
Georgia
– -$311K -2,797 Closed
NQWM
1432
Northwest Quadrant Wealth Management
Oregon
– -$309K -2,796 Closed
MG
1433
Mather Group
Illinois
– -$309K -2,778 Closed
BMCM
1434
Bryn Mawr Capital Management
Pennsylvania
– -$309K -2,774 Closed
BST
1435
Bath Savings Trust
Maine
– -$307K -2,756 Closed
AA
1436
Apriem Advisors
California
– -$307K -2,756 Closed
EH
1437
Equitable Holdings
New York
– -$307K -2,754 Closed
VWM
1438
Vigilare Wealth Management
Arizona
– -$243K -2,735 Closed
WIS
1439
Wright Investors Service
Connecticut
– -$303K -2,723 Closed
PC
1440
Port Capital
Illinois
– -$303K -2,722 Closed
WPW
1441
Waldron Private Wealth
Pennsylvania
– -$302K -2,715 Closed
RICHC
1442
Renaissance Investment Consultants Holding Company
Pennsylvania
– -$299K -2,712 Closed
BFC
1443
Blue Fin Capital
Rhode Island
– -$301K -2,706 Closed
AFP
1444
Ausdal Financial Partners
Iowa
– -$257K -2,679 Closed
NFG
1445
Nations Financial Group
Iowa
– -$297K -2,663 Closed
IWA
1446
Intercontinental Wealth Advisors
Texas
– -$245K -2,641 Closed
CG
1447
CFO4Life Group
Texas
– -$294K -2,636 Closed
IWM
1448
IHT Wealth Management
Illinois
– -$293K -2,630 Closed
DAC
1449
Dividend Assets Capital
South Carolina
– -$292K -2,623 Closed
SRC
1450
Sage Rhino Capital
California
– -$275K -2,621 Closed
56 57
58
59 60