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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 %
FWM
1501
Fairhaven Wealth Management
Illinois
– -$235K -2,113 Closed
BCI
1502
Brinker Capital Investments
Pennsylvania
– -$235K -2,113 Closed
WFM
1503
Wolff Financial Management
Michigan
– -$235K -2,110 Closed
DI
1504
Diligent Investors
California
– -$234K -2,104 Closed
ACI
1505
Alpha Cubed Investments
California
– -$233K -2,094 Closed
PWW
1506
Pettyjohn Wood & White
Virginia
– -$233K -2,092 Closed
JIP
1507
Jaffetilchin Investment Partners
Florida
– -$233K -2,090 Closed
LRPA
1508
L. Roy Papp & Associates
Arizona
– -$233K -2,087 Closed
NC
1509
NovaPoint Capital
Georgia
– -$231K -2,071 Closed
LCP
1510
Legacy Capital Partners
Wisconsin
– -$231K -2,069 Closed
SIM
1511
SSI Investment Management
California
– -$230K -2,066 Closed
BCB
1512
Brian C. Broderick
– -$229K -2,055 Closed
CWM
1513
Cabot Wealth Management
Massachusetts
– -$229K -2,053 Closed
OWP
1514
Obermeyer Wealth Partners
Colorado
– -$228K -2,045 Closed
CS
1515
Cannell & Spears
New York
– -$228K -2,043 Closed
LIA
1516
LBMC Investment Advisors
Tennessee
– -$227K -2,042 Closed
CFW
1517
CA Family Wealth
California
– -$227K -2,040 Closed
MFW
1518
Meristem Family Wealth
Minnesota
– -$227K -2,035 Closed
LA
1519
LexAurum Advisors
Kansas
– -$226K -2,029 Closed
BCM
1520
BTR Capital Management
California
– -$225K -2,020 Closed
KFGK
1521
Keystone Financial Group (Kentucky)
Kentucky
– -$224K -2,015 Closed
CMBA
1522
C.M. Bidwell & Associates
Hawaii
– -$224K -2,010 Closed
CCM
1523
Canal Capital Management
Virginia
– -$224K -2,008 Closed
KFC
1524
Klingenstein Fields & Co
New York
– -$223K -2,001 Closed
SIC
1525
Schwartz Investment Counsel
Michigan
– -$223K -2,000 Closed
59 60
61
62 63