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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.

New
Increased
Maintained
Reduced
Closed
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 %
MF
501
Magnetar Financial
Illinois
$850K +$850K +16,394 New
NA
502
NewEdge Advisors
Louisiana
$847K -$395K -7,615 -32%
VF
503
Virtu Financial
New York
$845K +$538K +10,383 +176%
PP
504
Palladium Partners
Virginia
$844K -$22.4K -433 -3%
HIM
505
Harbour Investment Management
Washington
$842K +$4.67K +90 +0.6%
SIM
506
Sonora Investment Management
Arizona
$830K -$22.3K -430 -3%
SP
507
SWS Partners
Ohio
$825K +$139K +2,686 +20%
EWM
508
Evercore Wealth Management
New York
$814K -$94.9K -1,830 -10%
Wolverine Trading
509
Wolverine Trading
Illinois
$814K +$41.5K +794 +5%
CFMC
510
Curbstone Financial Management Corp
New Hampshire
$809K +$72.6K +1,400 +10%
IRF
511
IBM Retirement Fund
New York
$807K +$207K +3,984 +34%
IWP
512
Icon Wealth Partners
Texas
$805K -$147K -2,832 -15%
FC
513
FCA Corp
Texas
$805K -$10K -193 -1%
CAPTRUST Financial Advisors
514
CAPTRUST Financial Advisors
North Carolina
$803K -$4.12K -82 -0.5%
PCM
515
Poehling Capital Management
Wisconsin
$799K +$799K +15,420 New
SC
516
SouthState Corp
Florida
$794K -$83.2K -1,603 -9%
AAIM
517
American Assets Investment Management
California
$793K +$51.8K +1,000 +7%
WAAG
518
Wealth Alliance Advisory Group
Kansas
$784K -$342K -6,603 -30%
IMRF
519
Illinois Municipal Retirement Fund
Illinois
$769K -$64K -1,235 -8%
MME
520
Meag Munich Ergo
Germany
$768K – – –
AAM
521
AR Asset Management
California
$757K – – –
BC
522
Bartlett & Co
Ohio
$746K -$30.6K -591 -4%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$746K -$30.6K -591 -4%
FM
524
Foster & Motley
Ohio
$744K -$46.4K -895 -6%
SI
525
Stephens Inc
Arkansas
$735K -$20K -386 -3%
19 20
21
22 23