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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 %
JIC
376
Johnson Investment Counsel
Ohio
$1.56M 30,089 -1,651 -5%
BFEC
377
Benjamin F. Edwards & Company
Missouri
$1.55M 29,897 +7,365 +33%
WAM
378
World Asset Management
Michigan
$1.54M 29,716 +1,304 +5%
VWA
379
Visionary Wealth Advisors
Illinois
$1.54M 29,708 +2,965 +11%
WIM
380
Wilen Investment Management
Florida
$1.53M 26,366 -3,450 -12%
TPCW
381
TD Private Client Wealth
New York
$1.52M 29,306 +3,090 +12%
OIA
382
OneDigital Investment Advisors
Kansas
$1.52M 29,292 -963 -3%
RIL
383
Rothschild Investment LLC
Illinois
$1.52M 29,279 -1,419 -5%
LCM
384
Logan Capital Management
Pennsylvania
$1.5M 28,954 -14,355 -33%
OKSA
385
O'Keefe Stevens Advisory
New York
$1.5M 28,866 -160 -0.6%
MIM
386
Marco Investment Management
Georgia
$1.49M 28,814 -500 -2%
BBVA
387
Banco Bilbao Vizcaya Argentaria
Spain
$1.48M 28,638 +4,265 +17%
AI
388
Atria Investments
North Carolina
$1.48M 28,603 -1,525 -5%
AIP
389
Ameritas Investment Partners
Nebraska
$1.47M 28,438 -118 -0.4%
MCM
390
Marathon Capital Management
Maryland
$1.46M 28,220 -3,937 -12%
CGH
391
Crossmark Global Holdings
Texas
$1.46M 28,075 -4,889 -15%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$1.45M 28,028 -1,900 -6%
Daiwa Securities Group
393
Daiwa Securities Group
Japan
$1.45M 27,902 +3,656 +15%
PAG
394
Private Advisor Group
New Jersey
$1.45M 26,259 -1,874 -7%
HCM
395
Horiko Capital Management
New York
$1.44M 27,807 -2,163 -7%
ECM
396
ETrade Capital Management
Virginia
$1.44M 27,805 +2,951 +12%
CI
397
CX Institutional
Indiana
$1.43M 27,510 -14,990 -35%
TF
398
TIAA FSB
Florida
$1.42M 27,401 -1,098 -4%
AWM
399
AE Wealth Management
Kansas
$1.42M 27,351 -230 -0.8%
William Blair & Company
400
William Blair & Company
Illinois
$1.4M 27,037 -20,025 -43%
14 15
16
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