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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
Vanguard Group
Pennsylvania
$2.3B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$515M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$365M
4
BlackRock
BlackRock
New York
$1.58B
5
CVA
Ceredex Value Advisors
Florida
$50.6M

Top Sellers

1
WRF
Waddell & Reed Financial
Kansas
$15.9M
2
AL
AJO LP
Pennsylvania
$1.71M
3
Ameriprise
Ameriprise
Minnesota
$24.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$237M
5
Prudential Financial
Prudential Financial
New Jersey
$41.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTC
551
Haverford Trust Company
Pennsylvania
$662K -$10.4K -200 -2%
GIA
552
Guyasuta Investment Advisors
Pennsylvania
$661K +$165K +3,174 +33%
SS
553
Simplicity Solutions
Minnesota
$654K -$39K -752 -6%
AIA
554
Armor Investment Advisors
North Carolina
$647K -$98.4K -1,899 -13%
LIA
555
LS Investment Advisors
Michigan
$646K -$5.19K -100 -0.8%
TMAM
556
Tokio Marine Asset Management
Japan
$644K +$10.8K +209 +2%
RM
557
Resource Management
Louisiana
$642K -$29.6K -571 -4%
HH
558
Hilltop Holdings
Texas
$638K +$7.26K +140 +1%
TRCT
559
Tower Research Capital (TRC)
New York
$634K -$58.3K -1,126 -8%
SIMM
560
Stillwater Investment Management (Minnesota)
Minnesota
$633K -$11.8K -227 -2%
PBC
561
Pavion Blue Capital
California
$631K +$1.35K +26 +0.2%
FT
562
Fiduciary Trust
Massachusetts
$630K -$227K -4,374 -26%
BC
563
Burney Company
Virginia
$623K -$454K -8,771 -42%
HFM
564
Hartford Financial Management
Connecticut
$619K -$27.8K -535 -4%
LOAMS
565
Lombard Odier Asset Management (Switzerland)
Switzerland
$617K -$208K -4,008 -25%
BFA
566
Bragg Financial Advisors
North Carolina
$614K -$16.9K -327 -3%
RC
567
Roundview Capital
New Jersey
$609K -$181K -3,489 -23%
SPC
568
Sigma Planning Corp
Michigan
$608K -$43.3K -836 -7%
FI
569
FormulaFolio Investments
Michigan
$606K +$75.2K +1,451 +14%
OTPPB
570
Ontario Teachers' Pension Plan Board
Ontario, Canada
$602K -$342K -6,601 -36%
SMC
571
Smith, Moore & Co
Missouri
$602K +$123K +2,363 +26%
RIM
572
Redpoint Investment Management
Australia
$601K -$687K -13,249 -53%
SAM
573
Silvercrest Asset Management
New York
$600K -$283K -5,460 -32%
CG
574
Colony Group
Massachusetts
$600K -$220K -4,243 -27%
CC
575
Cannell & Co
New York
$600K – – –
21 22
23
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