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Phillips 66
PSX

Overview Fund Activity

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$533M
2
UBS Group
2
UBS Group
Switzerland
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$339M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M
5
State Street
5
State Street
Massachusetts
$1.83B

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.11B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$30.7M
3
DZ Bank
3
DZ Bank
Germany
$19.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.74B
5
Deutsche Bank
5
Deutsche Bank
Germany
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
351
Colonial Trust Advisors
South Carolina
$2.64M -$213K -2,965 -7%
SBH
352
Segall Bryant & Hamill
Illinois
$2.63M -$167K -2,327 -6%
IA
353
IndexIQ Advisors
New York
$2.63M -$67.1K -933 -2%
PA
354
Pinnacle Associates
New York
$2.62M -$28.4K -395 -1%
NB
355
Norinchukin Bank
Japan
$2.6M -$73.3K -1,020 -3%
TNBTD
356
Trustmark National Bank Trust Department
Mississippi
$2.59M -$557K -7,746 -18%
PAM
357
Panagora Asset Management
Massachusetts
$2.55M -$1.27M -17,713 -33%
FNBOO
358
First National Bank of Omaha
Nebraska
$2.55M +$34.9K +485 +1%
MAM
359
Meeder Asset Management
Ohio
$2.55M +$1.89M +26,367 +289%
GAM
360
Garrison Asset Management
Arkansas
$2.51M -$28.2K -392 -1%
CS
361
Candriam SCA
Luxembourg
$2.5M -$1.07M -14,921 -30%
SCP
362
Shorepoint Capital Partners
Massachusetts
$2.48M -$94.1K -1,308 -4%
FA
363
FDx Advisors
Illinois
$2.47M +$654K +9,100 +36%
PWLP
364
Prio Wealth Limited Partnership
Massachusetts
$2.44M -$101K -1,399 -4%
Fidelity International
365
Fidelity International
Bermuda
$2.43M +$776K +10,790 +47%
OIM
366
Opus Investment Management
Massachusetts
$2.41M – – –
NNP
367
Nachman Norwood & Parrott
South Carolina
$2.4M +$37.7K +524 +2%
AAP
368
Aristotle Atlantic Partners
Florida
$2.39M +$641K +8,912 +37%
WI
369
Wintrust Investments
Illinois
$2.38M +$652K +8,840 +38%
FWCM
370
Ferguson Wellman Capital Management
Oregon
$2.37M -$87.7K -1,220 -4%
AF
371
Arrow Financial
New York
$2.37M -$9.06K -126 -0.4%
CGH
372
Crossmark Global Holdings
Texas
$2.37M +$146K +2,027 +7%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$2.35M +$181K +2,523 +8%
II
374
IFM Investors
Australia
$2.34M -$882K -12,265 -27%
CIC
375
Canal Insurance Company
South Carolina
$2.34M – – –
13 14
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