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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 %
Invesco
26
Invesco
Georgia
$102M 1,958,970 +523,931 +37%
UBS AM
27
UBS AM
Illinois
$101M 1,949,772 +41,822 +2%
Goldman Sachs
28
Goldman Sachs
New York
$89.1M 1,719,246 +238,648 +16%
Swiss National Bank
29
Swiss National Bank
Switzerland
$88.1M 1,699,830 -38,200 -2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$78.7M 1,541,869 -350,532 -19%
Truist Financial
31
Truist Financial
North Carolina
$68.5M 1,320,960 -202,206 -13%
PP
32
Prudential plc
United Kingdom
$65.6M 1,265,600 +86,600 +7%
EIP
33
Epoch Investment Partners
New York
$63.4M 1,222,124 -51,120 -4%
AAMU
34
Amundi Asset Management US
Massachusetts
$61.3M 1,182,285 +49,448 +4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$59.9M 1,155,561 -53,667 -4%
BG
36
Bahl & Gaynor
Ohio
$58.1M 1,121,278 -18,896 -2%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$53.7M 1,034,981 -23,871 -2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$52.2M 1,006,958 +22,100 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$51.5M 993,405 -70,364 -7%
CVA
40
Ceredex Value Advisors
Florida
$50.6M 976,500 +976,500 New
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$48.1M 928,648 +27,094 +3%
Victory Capital Management
42
Victory Capital Management
Texas
$48M 926,750 -72,951 -7%
DekaBank Deutsche Girozentrale
43
DekaBank Deutsche Girozentrale
Germany
$47.9M 924,263 +12,829 +1%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$47.7M 914,689 +91,080 +11%
Citigroup
45
Citigroup
New York
$47.7M 919,590 +25,562 +3%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$47.2M 911,101 -4,797 -0.5%
CS
47
Credit Suisse
Switzerland
$44.9M 865,532 -88,633 -9%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$44.3M 855,428 +5,525 +0.7%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$42.1M 812,501 +412,445 +103%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$42M 810,991 -79,457 -9%
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