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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 %
DC
326
Davenport & Co
Virginia
$1.98M 38,254 +6,233 +19%
Twin Tree Management
327
Twin Tree Management
Texas
$1.96M 37,893 +37,893 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$1.95M 37,638 +4,893 +15%
WBC
329
Westpac Banking Corp
Australia
$1.92M 37,001 – –
SMDAM
330
Sumitomo Mitsui DS Asset Management
Japan
$1.91M 36,897 +9,919 +37%
SEC
331
Seven Eight Capital
New York
$1.9M 36,700 +36,700 New
NB
332
Norinchukin Bank
Japan
$1.9M 36,656 +491 +1%
IA
333
IndexIQ Advisors
New York
$1.89M 36,477 -79 -0.2%
II
334
IFM Investors
Australia
$1.89M 36,453 +3,857 +12%
TNBTD
335
Trustmark National Bank Trust Department
Mississippi
$1.88M 36,275 +245 +0.7%
CIC
336
Carnegie Investment Counsel
Ohio
$1.87M 36,006 -8,732 -20%
CTA
337
Colonial Trust Advisors
South Carolina
$1.86M 35,808 -942 -3%
AAP
338
Aristotle Atlantic Partners
Florida
$1.85M 35,771 +2,594 +8%
WF
339
WoodTrust Financial
Wisconsin
$1.85M 35,678 +3,898 +12%
Rockefeller Capital Management
340
Rockefeller Capital Management
New York
$1.85M 35,689 -2,821 -7%
RC
341
RegentAtlantic Capital
New Jersey
$1.85M 35,634 -7,762 -18%
OPERF
342
Oregon Public Employees Retirement Fund
Oregon
$1.85M 35,627 -3,800 -10%
CIBC World Market
343
CIBC World Market
Ontario, Canada
$1.84M 35,541 +8,294 +30%
PA
344
Pinnacle Associates
New York
$1.84M 35,450 -1,023 -3%
SBH
345
Segall Bryant & Hamill
Illinois
$1.84M 35,433 -1,180 -3%
SCP
346
Shorepoint Capital Partners
Massachusetts
$1.84M 35,411 +951 +3%
FA
347
FDx Advisors
Illinois
$1.83M 35,361 +968 +3%
FNBOO
348
First National Bank of Omaha
Nebraska
$1.83M 35,307 -193 -0.5%
GAM
349
Garrison Asset Management
Arkansas
$1.83M 35,224 +336 +1%
CIBC Private Wealth Group
350
CIBC Private Wealth Group
Georgia
$1.82M 35,092 +7,644 +28%
12 13
14
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