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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 %
FCB
976
First Command Bank
Texas
$45K +$15.9K +308 +55%
JWM
977
Janiczek Wealth Management
Colorado
$42K -$13.9K -266 -25%
LFASL
978
Lugano Financial Advisors SA (LFA)
Switzerland
$42K – – –
WCG
979
Weaver Consulting Group
California
$42K – – –
VCM
980
Versant Capital Management
Arizona
$41K -$1.64K -32 -4%
KCM
981
Kathmere Capital Management
Pennsylvania
$41K +$41K +790 New
AA
982
Advisory Alpha
Michigan
$39K +$39K +750 New
RFA
983
Reilly Financial Advisors
California
$37K -$7.21K -140 -16%
EW
984
Evoke Wealth
California
$37K +$2.98K +57 +9%
GWS
985
Glassman Wealth Services
Virginia
$37K +$9.83K +190 +36%
FFC
986
First Financial Corp
Indiana
$37K +$13K +247 +54%
Bank Julius Baer & Co
987
Bank Julius Baer & Co
Switzerland
$35K -$11K -212 -24%
TFA
988
Toth Financial Advisory
Virginia
$35K – – –
BC
989
Barnett & Company
Tennessee
$35K – – –
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34K -$948K -18,295 -97%
PMFA
991
Plante Moran Financial Advisors
Michigan
$33K – – –
MLFP
992
MPS Loria Financial Planners
Illinois
$33K – – –
IRAG
993
Investment Research & Advisory Group
Georgia
$32K – – –
AW
994
Avion Wealth
Texas
$32K +$5.17K +100 +19%
CAL
995
Capital Advisors Ltd
Ohio
$31K -$5.91K -113 -16%
TF
996
Tompkins Financial
New York
$31K -$208 -4 -0.7%
PFGIA
997
Patriot Financial Group Insurance Agency
Massachusetts
$31K – – –
CB
998
CNB Bank
Pennsylvania
$31K – – –
JIR
999
James Investment Research
Ohio
$30K -$562K -10,832 -95%
HCA
1000
Horan Capital Advisors
Ohio
$30K +$30K +578 New
38 39
40
41 42