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Phillips 66
PSX

Overview Fund Activity

1,125 hedge funds and large institutions have $15.2B invested in Phillips 66 in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 341 increasing their positions, 543 reducing their positions, and 202 closing their positions.

Holders
1,125
Holders Change
-141
Holders Change %
-11.14%
% of All Funds
22.76%
Holding in Top 10
3
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-75%
% of All Funds
0.06%
New
74
Increased
341
Reduced
543
Closed
202
Calls
$180M
Puts
$159M
Net Calls
+$21.1M
Net Calls Change
-$46.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$515M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$365M
4
BlackRock
4
BlackRock
New York
$1.58B
5
CVA
5
Ceredex Value Advisors
Florida
$50.6M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$15.9M
2
AL
2
AJO LP
Pennsylvania
$1.71M
3
Ameriprise
3
Ameriprise
Minnesota
$24.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$237M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
226
Texas Permanent School Fund
Texas
$4.16M 80,202 +3,254 +4%
RIA
227
Recurrent Investment Advisors
Texas
$4.14M 79,876 +7,016 +10%
AAS
228
Avantax Advisory Services
Texas
$4.11M 79,172 +26,218 +50%
VFM
229
Viking Fund Management
North Dakota
$4.06M 78,300 +13,300 +20%
HIMC
230
Heritage Investors Management Corp
Maryland
$4.04M 78,013 -1,145 -1%
GI
231
GAMCO Investors
Connecticut
$4.03M 77,800 -5,390 -6%
EB
232
Eastern Bank
Massachusetts
$3.98M 76,779 -18,057 -19%
QC
233
Quadrature Capital
United Kingdom
$3.96M 76,349 +54,706 +253%
SWM
234
Stockman Wealth Management
Montana
$3.95M 76,145 +10,889 +17%
PP
235
Paloma Partners
Connecticut
$3.93M 75,803 +8,080 +12%
BCIM
236
British Columbia Investment Management
British Columbia, Canada
$3.93M 75,730 +5,311 +8%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$3.9M 75,238 -2,344 -3%
HC
238
Hendley & Co
Ohio
$3.89M 75,042 +19,475 +35%
Baird Financial Group
239
Baird Financial Group
Wisconsin
$3.88M 74,891 +2,252 +3%
RIA
240
RPG Investment Advisory
California
$3.86M 74,444 +1,386 +2%
CA
241
Cullinan Associates
Kentucky
$3.78M 72,983 +51 +0.1%
MLM
242
Mount Lucas Management
Pennsylvania
$3.74M 72,188 -4,333 -6%
HFS
243
Hantz Financial Services
Michigan
$3.72M 71,804 -7,141 -9%
PI
244
Putnam Investments
Massachusetts
$3.71M 71,525 -339,977 -83%
FRM
245
Foundation Resource Management
Arkansas
$3.63M 69,936 -1,319 -2%
PAM
246
Panagora Asset Management
Massachusetts
$3.61M 69,709 +34,183 +96%
TBC
247
Tweedy, Browne Co
Connecticut
$3.6M 69,415 -292,300 -81%
QI
248
QS Investors
New York
$3.57M 68,777 -224,693 -77%
RCYC
249
Richard C. Young & Co
Rhode Island
$3.45M 66,449 +14,673 +28%
BG
250
Bollard Group
Massachusetts
$3.44M 66,376 +415 +0.6%
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