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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 %
LIM
351
Leavell Investment Management
Alabama
$1.81M 34,862 -5,430 -13%
Cerity Partners
352
Cerity Partners
New York
$1.8M 34,681 +15,223 +78%
CPO
353
Cerity Partners OCIO
New York
$1.8M 34,667 +7,070 +26%
WG
354
Winton Group
United Kingdom
$1.78M 34,409 -18,613 -35%
Axa
355
Axa
France
$1.78M 34,400 +3,210 +10%
RFC
356
Regions Financial Corp
Alabama
$1.77M 34,195 -2,557 -7%
PWLP
357
Prio Wealth Limited Partnership
Massachusetts
$1.77M 34,118 +150 +0.4%
GAM
358
Gotham Asset Management
New York
$1.76M 33,961 -206,244 -86%
OIM
359
Opus Investment Management
Massachusetts
$1.74M 33,489 – –
NMIMC
360
Northwestern Mutual Investment Management Company
Wisconsin
$1.73M 23,988 – –
CS
361
Candriam SCA
Luxembourg
$1.72M 33,228 -1,500 -4%
AF
362
Arrow Financial
New York
$1.71M 32,982 -29 -0.1%
AL
363
AJO LP
Pennsylvania
$1.71M 32,918 -1,160,234 -97%
NNP
364
Nachman Norwood & Parrott
South Carolina
$1.7M 32,688 -752 -2%
CIC
365
Canal Insurance Company
South Carolina
$1.69M 32,500 – –
CA
366
CastleArk Alternatives
Illinois
$1.67M 32,260 -38,380 -54%
TAIM
367
Te Ahumairangi Investment Management
New Zealand
$1.64M 31,700 +31,700 New
CCM
368
Coldstream Capital Management
Washington
$1.64M 31,706 +31,706 New
FWCM
369
Ferguson Wellman Capital Management
Oregon
$1.63M 31,454 -1,565 -5%
UA
370
Unison Advisors
District of Columbia
$1.63M 31,456 +393 +1%
PCM
371
Parsons Capital Management
Rhode Island
$1.6M 30,936 -781 -2%
CHC
372
City Holding Co
West Virginia
$1.6M 30,868 +295 +1%
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$1.6M 30,825 -6,578 -18%
Fidelity International
374
Fidelity International
Bermuda
$1.6M 30,822 -2,937 -9%
SC
375
Stolper & Co
Oklahoma
$1.59M 30,634 -11,198 -27%
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