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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 Holding Trade Value Shares
Change 		Shares
Change %
SFG
401
SevenBridge Financial Group
Pennsylvania
$1.39M -$10.6K -204 -0.8%
Cohen & Steers
402
Cohen & Steers
New York
$1.39M +$1.27M +24,498 +1,080%
ABTD
403
Arvest Bank Trust Division
Oklahoma
$1.34M +$116K +2,230 +9%
PRS
404
Pinkerton Retirement Specialists
Idaho
$1.34M -$22.4K -432 -2%
BBI
405
Baxter Bros Inc
Connecticut
$1.34M -$36K -694 -3%
CAN
406
Cetera Advisor Networks
California
$1.34M -$10.6K -204 -0.8%
KRS
407
Kentucky Retirement Systems
Kentucky
$1.32M +$60.3K +1,163 +5%
PIM
408
Penobscot Investment Management
Massachusetts
$1.32M -$311K -5,995 -19%
BSW
409
Buckingham Strategic Wealth
Missouri
$1.3M +$961K +18,536 +282%
AB
410
Amalgamated Bank
New York
$1.29M -$26.5K -511 -2%
PWP
411
Principle Wealth Partners
Connecticut
$1.28M -$4.93K -95 -0.4%
MMA
412
Miracle Mile Advisors
California
$1.27M +$234K +4,523 +23%
SWA
413
Stratos Wealth Advisors
Ohio
$1.26M +$1.04M +20,100 +470%
BCI
414
Brinker Capital Investments
Pennsylvania
$1.24M +$1.24M +23,889 New
ISL
415
Ingalls & Snyder LLC
New York
$1.22M -$229K -4,415 -16%
TIP
416
Torray Investment Partners
Maryland
$1.22M -$74.5K -1,437 -6%
HCM
417
Hengehold Capital Management
Ohio
$1.22M +$194K +3,742 +19%
DRS
418
Deane Retirement Strategies
Louisiana
$1.21M +$1.21M +23,417 New
NAMA
419
Nikko Asset Management Americas
New York
$1.21M -$36.9K -710 -3%
NRS
420
Neville Rodie & Shaw
New York
$1.21M -$106K -2,050 -8%
CM
421
Castleark Management
Illinois
$1.21M -$1.35M -26,080 -53%
CSS
422
Cubist Systematic Strategies
Connecticut
$1.21M -$5.15M -99,411 -81%
CNBTD
423
Citizens National Bank Trust Department
Mississippi
$1.21M +$159K +3,070 +15%
CCP
424
Corient Capital Partners
California
$1.2M +$66.8K +1,289 +6%
NSEDCP
425
NJ State Employees Deferred Compensation Plan
New Jersey
$1.17M – – –
15 16
17
18 19