PSX icon

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 %
HIMCH
301
Hartford Investment Management Co (HIMCO)
Connecticut
$2.4M 46,227 -1,642 -3%
BFG
302
Beacon Financial Group
Texas
$2.36M 45,607 -1,025 -2%
CLOS
303
Compagnie Lombard Odier SCmA
Switzerland
$2.36M 45,507 -2,594 -5%
KAS
304
Kestra Advisory Services
Texas
$2.31M 44,510 +44,510 New
RB
305
Rodgers Brothers
Pennsylvania
$2.27M 43,708 +4,268 +11%
Jane Street
306
Jane Street
New York
$2.27M 43,688 -202,855 -82%
FMII
307
Farmers & Merchants Investments Inc
Nebraska
$2.25M 43,441 -13,253 -23%
NAM
308
Nissay Asset Management
Japan
$2.23M 43,071 -7,866 -15%
ASN
309
Advisory Services Network
Georgia
$2.18M 42,003 -2,519 -6%
Tudor Investment Corp
310
Tudor Investment Corp
Connecticut
$2.17M 41,758 -1,585 -4%
PCA
311
Providence Capital Advisors
North Carolina
$2.17M 41,769 +11,840 +40%
AA
312
Ancora Advisors
Ohio
$2.16M 41,736 +1,489 +4%
CSPIA
313
Cary Street Partners Investment Advisory
Virginia
$2.14M 41,264 +41,264 New
SAM
314
Sompo Asset Management
Japan
$2.13M 41,025 -1,400 -3%
CBT
315
Central Bank & Trust
Kentucky
$2.11M 40,765 -5,220 -11%
B
316
BP
United Kingdom
$2.11M 40,700 -3,300 -8%
SFS
317
Strategic Financial Services
New York
$2.11M 40,648 -3,914 -9%
NIM
318
NXG Investment Management
Texas
$2.1M 40,432 -3,162 -7%
WMSA
319
Weiss Multi-Strategy Advisers
New York
$2.08M 40,191 -41,256 -51%
SAM
320
Securian Asset Management
Minnesota
$2.07M 40,011 -498 -1%
KWM
321
Kingsview Wealth Management
Oregon
$2.07M 40,006 +9,325 +30%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$2.06M 39,660 -9,925 -20%
CTC
323
Central Trust Company
Missouri
$2.04M 39,245 -11,440 -23%
Fiera Capital (Canada)
324
Fiera Capital (Canada)
Quebec, Canada
$2.02M 38,873 +38,873 New
HT
325
Heritage Trust
Oklahoma
$2.01M 38,688 -259 -0.7%
11 12
13
14 15