PSX icon

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 %
LSERS
426
Louisiana State Employees Retirement System
Louisiana
$1.15M +$176K +3,400 +18%
GIA
427
Gladstone Institutional Advisory
Florida
$1.14M -$67.7K -1,305 -6%
MCG
428
MACRO Consulting Group
New Jersey
$1.14M +$130K +2,778 +13%
MPAM
429
Murphy Pohlad Asset Management
Minnesota
$1.14M +$12.7K +245 +1%
GIA
430
Granite Investment Advisors
New Hampshire
$1.13M +$1.13M +21,884 New
PLFAM
431
Pineno Levin & Ford Asset Management
Virginia
$1.13M -$9.95K -192 -0.9%
RWA
432
River Wealth Advisors
Pennsylvania
$1.13M +$74.6K +1,438 +7%
NC
433
NewSquare Capital
Pennsylvania
$1.12M +$66.9K +1,290 +6%
BO
434
BRR OpCo
Ohio
$1.12M +$164K +3,156 +17%
CFB
435
Cullen/Frost Bankers
Texas
$1.11M -$124K -2,400 -10%
SA
436
Strategic Advisors
New York
$1.11M -$513K -9,756 -32%
PP
437
Patten & Patten
Tennessee
$1.11M +$25K +483 +2%
VanEck Associates
438
VanEck Associates
New York
$1.1M -$288K -5,557 -21%
TNB
439
TCF National Bank
South Dakota
$1.1M -$148K -2,862 -12%
B
440
Barings
North Carolina
$1.1M -$956K -18,434 -47%
SIM
441
Stratos Investment Management
Ohio
$1.09M +$547K +10,548 +100%
CCM
442
Cadence Capital Management
Massachusetts
$1.08M -$248K -4,779 -19%
BHWM
443
Bar Harbor Wealth Management
New Hampshire
$1.08M -$106K -2,041 -9%
NFC
444
Northeast Financial Consultants
Connecticut
$1.07M -$69.5K -1,340 -6%
HW
445
Hancock Whitney
Mississippi
$1.07M -$4.8M -92,582 -82%
EHC
446
Everett Harris & Co
California
$1.06M -$86K -1,658 -8%
ACM
447
Argyle Capital Management
Pennsylvania
$1.06M +$72.6K +1,400 +7%
SFS
448
Sowell Financial Services
Arkansas
$1.05M -$34.2K -659 -3%
BPM
449
Bowling Portfolio Management
Ohio
$1.05M -$34.6K -667 -3%
FCI
450
Financial Counselors Inc
Kansas
$1.04M -$89.6K -1,728 -8%
16 17
18
19 20