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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 %
VF
1551
Virtu Financial
New York
– -$434K -4,235 Closed
TA
1552
Thor Advisors
New York
– -$394K -3,850 Closed
ER
1553
Enlightenment Research
Florida
– -$369K -3,600 Closed
VAS
1554
Vestmark Advisory Solutions
Massachusetts
– -$309K -3,014 Closed
JSL
1555
JT Stratford LLC
Georgia
– -$303K -2,956 Closed
FRM
1556
Fox Run Management
Connecticut
– -$300K -2,929 Closed
PCA
1557
Personal Capital Advisors
California
– -$288K -2,821 Closed
WT
1558
Washington Trust
Rhode Island
– -$316K -2,705 Closed
SCP
1559
Syntal Capital Partners
Texas
– -$257K -2,515 Closed
MWPCG
1560
Measured Wealth Private Client Group
New Hampshire
– -$238K -2,321 Closed
SFG
1561
SNS Financial Group
Minnesota
– -$238K -2,321 Closed
KLCM
1562
KG&L Capital Management
Louisiana
– -$237K -2,320 Closed
GM
1563
GeoWealth Management
Illinois
– -$234K -2,278 Closed
SP
1564
Symmetry Partners
Connecticut
– -$228K -2,222 Closed
KFS
1565
Kurt F. Somerville
– -$225K -2,201 Closed
CBFP
1566
Cedar Brook Financial Partners
Ohio
– -$208K -2,031 Closed
WPC
1567
Waters Parkerson & Co
Louisiana
– -$202K -1,972 Closed
WC
1568
Weil Company
California
– -$147K -1,433 Closed
GSWM
1569
Golden State Wealth Management
California
– -$142K -1,388 Closed
CIAS
1570
Capital Investment Advisory Services
North Carolina
– -$132K -1,286 Closed
KWA
1571
KCS Wealth Advisory
California
– -$117K -1,141 Closed
BEAM
1572
Baker Ellis Asset Management
Washington
– -$101K -985 Closed
SB
1573
Strategic Blueprint
Georgia
– -$99K -966 Closed
PCM
1574
Penserra Capital Management
California
– -$76K -750 Closed
NCM
1575
Nelson Capital Management
California
– -$67K -654 Closed
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