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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 %
DILIC
276
Dai-ichi Life Insurance Company
Japan
$2.87M 55,366 +27,823 +101%
Grantham, Mayo, Van Otterloo & Co (GMO)
277
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.87M 55,328 +497 +0.9%
FNBOMD
278
First National Bank of Mount Dora
Florida
$2.83M 54,487 +985 +2%
AAA
279
Adams Asset Advisors
Texas
$2.82M 54,331 +34,411 +173%
MSE
280
MUFG Securities EMEA
United Kingdom
$2.81M 54,100 +54,100 New
NL
281
NKCFO LLC
Illinois
$2.76M 53,200 – –
VI
282
Vestcor Inc
New Brunswick, Canada
$2.76M 53,161 -40,386 -43%
Public Sector Pension Investment Board (PSP Investments)
283
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.74M 52,925 +10,800 +26%
GCA
284
Greenwood Capital Associates
South Carolina
$2.72M 52,404 +6,411 +14%
HNB
285
Huntington National Bank
Ohio
$2.65M 51,105 -2,675 -5%
CCG
286
Chatham Capital Group
Georgia
$2.63M 50,788 -5,115 -9%
OC
287
Oppenheimer & Co
New York
$2.62M 50,611 +4,227 +9%
AOWM
288
Alpha Omega Wealth Management
Virginia
$2.61M 50,410 +10,454 +26%
Mackenzie Financial
289
Mackenzie Financial
Ontario, Canada
$2.6M 50,239 -380 -0.8%
RC
290
RBF Capital
California
$2.59M 50,000 – –
IMPI
291
Ilmarinen Mutual Pension Insurance
Finland
$2.51M 48,332 – –
DADC
292
D.A. Davidson & Co
Montana
$2.5M 48,273 -767 -2%
AQR Capital Management
293
AQR Capital Management
Connecticut
$2.48M 47,809 -245,624 -84%
TCM
294
Telos Capital Management
California
$2.45M 47,281 -1,883 -4%
AAM
295
Aureus Asset Management
Massachusetts
$2.44M 47,118 -12,815 -21%
BCM
296
Becker Capital Management
Oregon
$2.44M 47,043 -660 -1%
JWCA
297
J.W. Cole Advisors
Florida
$2.44M 47,028 +47,028 New
Brown Advisory
298
Brown Advisory
Maryland
$2.43M 46,961 -6,973 -13%
CC
299
Cipher Capital
New York
$2.42M 46,757 +46,757 New
SB
300
Simmons Bank
Arkansas
$2.42M 46,633 -543 -1%
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