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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 %
UB
251
UMB Bank
Missouri
$3.41M 47,415 – –
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$3.35M 64,662 -355 -0.5%
MA
253
MUFG Americas
New York
$3.34M 64,374 +1,780 +3%
MIM
254
Montgomery Investment Management
Maryland
$3.29M 63,456 -2,057 -3%
MSA
255
Mason Street Advisors
Wisconsin
$3.18M 61,335 -1,007 -2%
BCMO
256
Buckingham Capital Management (Ohio)
Ohio
$3.15M 60,744 -89 -0.1%
PSUF
257
People's United Financial
Connecticut
$3.14M 60,653 -12,701 -17%
GH
258
GAM Holding
Switzerland
$3.11M 60,060 -110 -0.2%
PHAM
259
Pacific Heights Asset Management
California
$3.11M 60,000 +5,000 +9%
Calamos Advisors
260
Calamos Advisors
Illinois
$3.11M 59,977 -5,264 -8%
MLICM
261
Metropolitan Life Insurance Company (MetLife)
New York
$3.06M 58,940 -2,631 -4%
MI
262
Markston International
New York
$3.04M 58,690 -14,304 -20%
CB
263
Commerce Bank
Missouri
$3.04M 58,589 -3,005 -5%
CCT
264
Country Club Trust
Missouri
$3.04M 58,566 -1,580 -3%
V
265
Veritable
Delaware
$3.02M 58,276 -2,378 -4%
UCFA
266
United Capital Financial Advisors
Texas
$3.01M 58,146 +2,733 +5%
MHC
267
Meyer Handelman Company
New York
$2.99M 57,747 – –
GLA
268
Great Lakes Advisors
Illinois
$2.98M 57,480 +15,612 +37%
Mariner
269
Mariner
Kansas
$2.96M 57,161 -9,920 -15%
MML Investors Services
270
MML Investors Services
Massachusetts
$2.94M 56,682 +3,454 +6%
First Trust Advisors
271
First Trust Advisors
Illinois
$2.93M 56,547 -370,333 -87%
1832 Asset Management
272
1832 Asset Management
Ontario, Canada
$2.93M 55,700 – –
MOACM
273
Mutual of America Capital Management
New York
$2.93M 56,421 -2,982 -5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
274
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.92M 56,300 +56,300 New
COPPSERS
275
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.9M 55,847 +17,477 +46%
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