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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 %
ET
1526
Equitable Trust
Tennessee
– -$221K -1,988 Closed
VHAM
1527
Van Hulzen Asset Management
California
– -$221K -1,983 Closed
SIA
1528
Soltis Investment Advisors
Utah
– -$221K -1,983 Closed
TI
1529
Tidal Investments
Wisconsin
– -$221K -1,982 Closed
KA
1530
KLCM Advisors
Wisconsin
– -$219K -1,970 Closed
FIM
1531
Freedom Investment Management
Connecticut
– -$218K -1,954 Closed
DFA
1532
Delta Financial Advisors
Louisiana
– -$217K -1,950 Closed
PAM
1533
Private Asset Management
California
– -$217K -1,948 Closed
UCI
1534
Uncommon Cents Investing
Wisconsin
– -$215K -1,927 Closed
AIA
1535
Arbor Investment Advisors
North Carolina
– -$214K -1,925 Closed
MGIA
1536
Moneta Group Investment Advisors
Missouri
– -$213K -1,912 Closed
CWM
1537
Chesapeake Wealth Management
Virginia
– -$211K -1,897 Closed
CPA
1538
Court Place Advisors
Maryland
– -$210K -1,884 Closed
GSBTD
1539
Glenview State Bank Trust Department
Illinois
– -$209K -1,882 Closed
BCM
1540
Birmingham Capital Management
Alabama
– -$208K -1,866 Closed
CFS
1541
CRA Financial Services
New Jersey
– -$207K -1,859 Closed
MKC
1542
M. Kraus & Co
Vermont
– -$207K -1,857 Closed
MJRIC
1543
Mogy Joel R Investment Counsel
California
– -$207K -1,857 Closed
BMA
1544
Brooks Moore & Associates
Tennessee
– -$207K -1,856 Closed
NDSI
1545
Newman Dignan & Sheerar Inc
Rhode Island
– -$207 -1,854 Closed
YL
1546
YCG LLC
Texas
– -$206K -1,853 Closed
SIC
1547
Samalin Investment Counsel
New York
– -$205K -1,846 Closed
SFO
1548
Stokes Family Office
Louisiana
– -$202K -1,840 Closed
MSS
1549
Mitchell Sinkler & Starr
Pennsylvania
– -$204K -1,833 Closed
WSC
1550
Wellington Shields & Co
New York
– -$204K -1,832 Closed
60 61
62
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