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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.

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 Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
51
T. Rowe Price Associates
Maryland
$41.4M 797,971 -325,001 -29%
Prudential Financial
52
Prudential Financial
New Jersey
$41.3M 796,126 -616,294 -44%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$41.2M 794,258 -583,201 -42%
RJA
54
Raymond James & Associates
Florida
$39.9M 769,150 -74,988 -9%
Principal Financial Group
55
Principal Financial Group
Iowa
$37M 713,806 +5,508 +0.8%
RP
56
RR Partners
New York
$34.6M 667,968 – –
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$32.7M 630,919 +466,343 +283%
CWM
58
CIBC World Markets
New York
$32.3M 623,214 -163,160 -21%
National Pension Service
59
National Pension Service
South Korea
$32.2M 597,426 – –
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$32.1M 619,710 +450 +0.1%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$30.7M 591,565 +3,180 +0.5%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$30.6M 590,316 -24,299 -4%
Fayez Sarofim & Co
63
Fayez Sarofim & Co
Texas
$30.5M 588,933 -31,483 -5%
M&T Bank
64
M&T Bank
New York
$30.4M 586,619 -2,084 -0.4%
Boston Partners
65
Boston Partners
Massachusetts
$29.5M 569,570 +87,052 +18%
Janus Henderson Group
66
Janus Henderson Group
United Kingdom
$29M 559,550 +325,705 +139%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.5M 550,283 -35,457 -6%
AIA
68
Avalon Investment & Advisory
Texas
$27.2M 523,722 -55,936 -10%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$27M 519,206 -460,283 -47%
Aberdeen Group
70
Aberdeen Group
United Kingdom
$25.4M 490,358 +11,598 +2%
ZIM
71
Zacks Investment Management
Illinois
$25.3M 488,565 +13,396 +3%
Ameriprise
72
Ameriprise
Minnesota
$24.2M 463,122 -1,077,363 -70%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$24.1M 465,155 -26,999 -5%
Barclays
74
Barclays
United Kingdom
$22.4M 432,127 -21,124 -5%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$22.1M 427,101 +254,400 +147%
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