PSX icon

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 %
GIM
626
Greylin Investment Management
Virginia
$483K +$483K +9,325 New
Acadian Asset Management
627
Acadian Asset Management
Massachusetts
$482K +$227K +4,377 +89%
YIA
628
YHB Investment Advisors
Connecticut
$481K -$34.8K -670 -7%
FG
629
Fiduciary Group
Georgia
$480K -$118K -2,278 -20%
AIM
630
Acropolis Investment Management
Missouri
$480K +$14.5K +279 +3%
JCM
631
Jacobi Capital Management
Pennsylvania
$478K +$27.7K +542 +6%
SW
632
SVB Wealth
Massachusetts
$477K -$144K -2,768 -23%
CM
633
CoreCommodity Management
Connecticut
$475K – – –
AWA
634
Alaska Wealth Advisors
Alaska
$475K +$111K +2,141 +30%
ECG
635
Edge Capital Group
Georgia
$469K +$20.2K +389 +4%
TIA
636
Trust Investment Advisors
Indiana
$468K -$5.18K -100 -1%
RG
637
Rikoon Group
New Mexico
$465K -$70.1K -1,353 -13%
AF
638
Advisornet Financial
Minnesota
$464K -$42.6K -822 -8%
CT
639
Cambridge Trust
Massachusetts
$464K +$28.9K +557 +7%
WA
640
WealthTrust Axiom
Pennsylvania
$462K +$6.58K +127 +1%
FMT
641
First Mercantile Trust
Tennessee
$459K -$196K -3,427 -30%
WAOTB
642
Wealth Advisors of Tampa Bay
Florida
$456K – – –
PAS
643
Park Avenue Securities
New York
$452K -$11.4K -219 -2%
BWM
644
Buckley Wealth Management
Nevada
$449K -$78.5K -1,514 -15%
DAM
645
Doheny Asset Management
California
$449K – – –
NSIM
646
North Star Investment Management
Illinois
$449K +$259 +5 +0.1%
AG
647
Algert Global
California
$449K +$283K +5,449 +170%
PGIM
648
Pacific Global Investment Management
California
$448K -$980K -18,906 -69%
WAM
649
Wealthspire Advisors (Maryland)
Maryland
$447K -$7.78K -150 -2%
PAM
650
Palisade Asset Management
Minnesota
$445K +$52 +1 +0%
24 25
26
27 28