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

Top Sellers

1
BlackRock
BlackRock
New York
$2.11B
2
First Trust Advisors
First Trust Advisors
Illinois
$30.7M
3
DZ Bank
DZ Bank
Germany
$19.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.74B
5
Deutsche Bank
Deutsche Bank
Germany
$76.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLCIG
401
D.L. Carlson Investment Group
New Hampshire
$2.09M +$2.09M +28,999 New
AIP
402
Ameritas Investment Partners
Nebraska
$2.05M -$9.78K -136 -0.5%
TF
403
TIAA FSB
Florida
$2.05M -$117K -1,623 -5%
WAM
404
World Asset Management
Michigan
$2.04M -$427K -5,934 -17%
ACC
405
Accident Compensation Corp
New Zealand
$2.04M +$331K +4,600 +19%
PAG
406
Private Advisor Group
New Jersey
$2.02M +$273K +3,800 +16%
ISL
407
Ingalls & Snyder LLC
New York
$2.01M -$163K -2,263 -7%
SIM
408
Sentry Investment Management
Wisconsin
$2.01M +$6.33K +88 +0.3%
SA
409
Strategic Advisors
New York
$2.01M +$350K +5,372 +21%
BOH
410
Bank of Hawaii
Hawaii
$1.99M -$52K -723 -3%
CPO
411
Cerity Partners OCIO
New York
$1.98M +$1.98M +27,597 New
AWM
412
AE Wealth Management
Kansas
$1.98M +$109K +1,522 +6%
PGIM
413
Pacific Global Investment Management
California
$1.98M -$303K -4,216 -13%
DILIC
414
Dai-ichi Life Insurance Company
Japan
$1.98M -$1.49M -20,702 -43%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$1.97M -$524K -7,281 -21%
CIBC World Market
416
CIBC World Market
Ontario, Canada
$1.96M +$915K +12,728 +88%
SFG
417
SevenBridge Financial Group
Pennsylvania
$1.94M +$26.2K +364 +1%
SMDAM
418
Sumitomo Mitsui DS Asset Management
Japan
$1.94M -$1.72M -23,865 -47%
ECM
419
Everence Capital Management
Indiana
$1.94M +$456K +5,820 +31%
VanEck Associates
420
VanEck Associates
New York
$1.93M +$449K +6,249 +30%
VWA
421
Visionary Wealth Advisors
Illinois
$1.92M +$162K +2,246 +9%
BBI
422
Baxter Bros Inc
Connecticut
$1.9M -$79K -1,098 -4%
PRS
423
Pinkerton Retirement Specialists
Idaho
$1.89M +$330K +4,587 +21%
TPCW
424
TD Private Client Wealth
New York
$1.88M -$157K -2,180 -8%
CAN
425
Cetera Advisor Networks
California
$1.87M -$108K -1,499 -5%
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