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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 %
RMC
601
Resources Management Corp
Connecticut
$531K -$57.2K -1,105 -10%
GI
602
Gradient Investments
Minnesota
$530K -$333K -6,415 -39%
S
603
Seeyond
France
$529K +$5.5K +106 +1%
FFWA
604
FRG Family Wealth Advisors
Washington
$528K -$17.4K -335 -3%
CA
605
Cetera Advisors
Colorado
$527K +$40.6K +784 +8%
OAM
606
Optimal Asset Management
California
$526K -$210K -4,058 -29%
LWAC
607
Laurel Wealth Advisors (California)
California
$525K -$27.2K -524 -5%
IRC
608
Investors Research Corp
Georgia
$520K -$2.59K -50 -0.5%
SSB
609
Sandy Spring Bank
Maryland
$518K +$1.4K +27 +0.3%
EOCM
610
Energy Opportunities Capital Management
Texas
$516K -$357K -6,885 -41%
EWM
611
Empirical Wealth Management
Washington
$509K -$60.1K -1,159 -11%
MC
612
Moors & Cabot
Massachusetts
$507K -$56.3K -1,087 -10%
ANTB
613
AMG National Trust Bank
Colorado
$507K -$14.6K -282 -3%
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$505K +$130K +2,504 +35%
DFA
615
Delta Financial Advisors
Louisiana
$503K +$120K +2,322 +31%
B
616
Bailard
California
$501K +$13.3K +256 +3%
IG
617
ING Group
Netherlands
$501K +$310K +5,971 +162%
TC
618
Trilogy Capital
California
$497K +$40.1K +774 +9%
BCCM
619
Bridge Creek Capital Management
Massachusetts
$496K – – –
VAM
620
Verity Asset Management
North Carolina
$495K +$27.3K +526 +6%
AWE
621
Avidian Wealth Enterprises
Texas
$491K +$519 +10 +0.1%
SWM
622
SVA Wealth Management
Wisconsin
$489K -$23.3K -449 -5%
LNWWM
623
Laird Norton Wetherby Wealth Management
California
$485K -$32.4K -625 -6%
Bessemer Group
624
Bessemer Group
New Jersey
$483K -$656K -12,670 -58%
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$483K -$71.5K -1,379 -13%
23 24
25
26 27