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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 %
MCM
376
Marathon Capital Management
Maryland
$2.31M +$690K +9,600 +43%
DC
377
Davenport & Co
Virginia
$2.3M +$282K +3,921 +14%
WF
378
WoodTrust Financial
Wisconsin
$2.29M +$606K +8,434 +36%
JIC
379
Johnson Investment Counsel
Ohio
$2.28M -$2.23M -31,074 -49%
PCM
380
Parsons Capital Management
Rhode Island
$2.28M -$62.9K -875 -3%
TNB
381
TCF National Bank
South Dakota
$2.26M +$187K +1,994 +9%
PIM
382
Penobscot Investment Management
Massachusetts
$2.26M -$372K -5,180 -14%
QT
383
Quantbot Technologies
New York
$2.25M +$2.13M +29,577 +1,737%
Axa
384
Axa
France
$2.24M -$1.02M -14,170 -31%
UA
385
Unison Advisors
District of Columbia
$2.23M +$1.38M +19,186 +162%
RIL
386
Rothschild Investment LLC
Illinois
$2.21M -$7.19K -100 -0.3%
KWM
387
Kingsview Wealth Management
Oregon
$2.21M -$45.8K -637 -2%
CHC
388
City Holding Co
West Virginia
$2.2M -$11.1K -154 -0.5%
BCV
389
Banque Cantonale Vaudoise
Switzerland
$2.19M +$569K +7,921 +35%
OIA
390
OneDigital Investment Advisors
Kansas
$2.18M +$8.77K +122 +0.4%
AI
391
Atria Investments
North Carolina
$2.17M +$2.17M +30,128 New
HCM
392
Horiko Capital Management
New York
$2.16M – – –
PCA
393
Providence Capital Advisors
North Carolina
$2.15M +$6.62K +92 +0.3%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$2.15M +$144K +2,000 +7%
WIM
395
Wilen Investment Management
Florida
$2.13M -$171K -2,394 -7%
CCT
396
Chemung Canal Trust
New York
$2.13M +$1.75M +24,381 +469%
B
397
Barings
North Carolina
$2.12M – – –
MIM
398
Marco Investment Management
Georgia
$2.11M -$64.9K -903 -3%
CIP
399
Convergence Investment Partners
Florida
$2.1M +$806K +11,207 +62%
OKSA
400
O'Keefe Stevens Advisory
New York
$2.09M +$2.09M +29,026 New
14 15
16
17 18