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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 %
BO
501
BRR OpCo
Ohio
$1.32M +$317K +4,405 +32%
IWP
502
Icon Wealth Partners
Texas
$1.32M +$958K +13,317 +264%
CWP
503
CFM Wealth Partners
Texas
$1.32M – – –
IB
504
Intrust Bank
Kansas
$1.32M +$16.6K +231 +1%
SGCA
505
Steel Grove Capital Advisors
Tennessee
$1.32M -$165K -2,296 -11%
ESCM
506
Echo Street Capital Management
New York
$1.32M +$1.32M +18,292 New
Marshall Wace
507
Marshall Wace
United Kingdom
$1.31M +$1.23M +17,048 +1,400%
OTPPB
508
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.31M -$490K -6,815 -27%
BAS
509
Brown Advisory Securities
Maryland
$1.3M +$43.2K +698 +3%
BRWA
510
B. Riley Wealth Advisors
Florida
$1.29M -$194K -2,690 -13%
FWM
511
Frontier Wealth Management
Missouri
$1.27M +$357K +4,966 +39%
NCM
512
Northside Capital Management
Oregon
$1.26M – – –
CWM
513
Connecticut Wealth Management
Connecticut
$1.26M +$203K +2,821 +19%
EWM
514
Evercore Wealth Management
New York
$1.26M -$53.2K -741 -4%
CCG
515
Cypress Capital Group
Florida
$1.26M -$156K -2,174 -11%
FMC
516
First Merchants Corp
Indiana
$1.25M -$29.5K -410 -2%
CBB
517
Citizens Business Bank
California
$1.25M +$50.4K +700 +4%
CVM
518
Cheviot Value Management
California
$1.24M -$36.2K -504 -3%
Nomura Holdings
519
Nomura Holdings
Japan
$1.24M +$1.24M +17,288 New
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$1.24M +$78.7K +1,095 +7%
NFG
521
NewFocus Financial Group
Washington
$1.24M +$1.24M +17,191 New
SAM
522
Shell Asset Management
Netherlands
$1.23M -$2.02M -28,104 -62%
FQ
523
First Quadrant
California
$1.23M – – –
AIC
524
Aurora Investment Counsel
Georgia
$1.23M -$207K -2,881 -14%
CAM
525
Carret Asset Management
New York
$1.23M – – –
19 20
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