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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 %
CT
1451
Clearstead Trust
Maine
$28K -$8.4K -75 -23%
KTC
1452
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
OSNBOA
1453
Old Second National Bank of Aurora
Illinois
$28K – – –
FFW
1454
Fusion Family Wealth
New York
$28K – – –
TCWM
1455
Total Clarity Wealth Management
Illinois
$28K +$28K +250 New
LWM
1456
Lenox Wealth Management
Ohio
$27K -$125K -1,120 -82%
LFG
1457
LifePlan Financial Group
Ohio
$27K – – –
ACM
1458
Allred Capital Management
Texas
$26.9K +$26.9K +241 New
RTC
1459
Riverview Trust Company
Washington
$26K – – –
LF
1460
Lee Financial
Texas
$26K – – –
MWP
1461
Meridian Wealth Partners
Pennsylvania
$26K +$26K +236 New
TFGT
1462
TS Financial Group (TSFG)
Illinois
$25K – – –
EI
1463
Ellevest Inc
New York
$24K – – –
EARNEST Partners
1464
EARNEST Partners
Georgia
$24K – – –
BRC
1465
Bell Rock Capital
Delaware
$23K +$222 +2 +1%
LPWM
1466
Lake Point Wealth Management
Texas
$23K +$23K +206 New
RFWA
1467
RPg Family Wealth Advisory
Massachusetts
$22.3K – – –
LIM
1468
Lagoda Investment Management
New York
$22K – – –
PWMG
1469
Prestige Wealth Management Group
New Jersey
$22K – – –
TAIM
1470
TD Ameritrade Investment Management
Nebraska
$22K +$1.24K +11 +6%
SC
1471
Solstein Capital
California
$22K +$22K +201 New
HCM
1472
Highlander Capital Management
New Jersey
$21K – – –
TPWA
1473
TRUE Private Wealth Advisors
Oregon
$21K +$21K +194 New
EWM
1474
Edge Wealth Management
New York
$20K +$220 +2 +1%
SFG
1475
Sowa Financial Group
Rhode Island
$20K +$20K +179 New
57 58
59
60 61