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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.

Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.03%
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 Market Value Shares Shares
Change 		Shares
Change %
WRF
26
Waddell & Reed Financial
Kansas
$132M 1,839,087 +131,161 +8%
Swiss National Bank
27
Swiss National Bank
Switzerland
$125M 1,738,030 +13,300 +0.8%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$115M 1,600,283 +714,717 +81%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$112M 1,892,401 +1,122,225 +146%
Ameriprise
30
Ameriprise
Minnesota
$111M 1,540,485 +557,693 +57%
Truist Financial
31
Truist Financial
North Carolina
$110M 1,523,166 -109,713 -7%
Goldman Sachs
32
Goldman Sachs
New York
$106M 1,480,598 -271,625 -16%
Invesco
33
Invesco
Georgia
$103M 1,435,039 +185,711 +15%
Prudential Financial
34
Prudential Financial
New Jersey
$102M 1,412,420 -330,514 -19%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$99M 1,377,459 +613,997 +80%
EIP
36
Epoch Investment Partners
New York
$91.5M 1,273,244 -35,486 -3%
Millennium Management
37
Millennium Management
New York
$87.7M 1,220,215 +427,205 +54%
AllianceBernstein
38
AllianceBernstein
Tennessee
$86.9M 1,209,228 -613,122 -34%
AL
39
AJO LP
Pennsylvania
$85.8M 1,193,152 -329,689 -22%
PP
40
Prudential plc
United Kingdom
$84.8M 1,179,000 +297,100 +34%
BG
41
Bahl & Gaynor
Ohio
$82M 1,140,174 +8,373 +0.7%
AAMU
42
Amundi Asset Management US
Massachusetts
$81.5M 1,132,837 +189,428 +20%
T. Rowe Price Associates
43
T. Rowe Price Associates
Maryland
$80.7M 1,122,972 -191,128 -15%
Deutsche Bank
44
Deutsche Bank
Germany
$76.5M 1,063,769 -982,976 -48%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$76.1M 1,058,852 +167,790 +19%
Victory Capital Management
46
Victory Capital Management
Texas
$71.9M 999,701 -900,789 -47%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$70.8M 984,858 -37,324 -4%
Russell Investments Group
48
Russell Investments Group
United Kingdom
$69.1M 979,489 +44,925 +5%
CS
49
Credit Suisse
Switzerland
$68.6M 954,165 +133,507 +16%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$65.9M 915,898 +5,010 +0.6%
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