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.

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 %
GEA
1101
Glen Eagle Advisors
New Jersey
$3.99K 77 +77 New
FP
1102
Financial Perspectives
Minnesota
$3.27K 63 – –
ANBT
1103
American National Bank & Trust
Texas
$3K 50 -574 -92%
CCA
1104
Column Capital Advisors
Indiana
$3K 62 -152 -71%
BEI
1105
Benjamin Edwards Inc
Missouri
$3K 50 -86 -63%
PGAM
1106
Princeton Global Asset Management
New Jersey
$3K 50 – –
CMA
1107
Cedar Mountain Advisors
Oregon
$2K 42 – –
FA
1108
Financial Advantage
Maryland
$2K 55 – –
SC
1109
Sawyer & Company
Massachusetts
$2K 31 – –
HCM
1110
Horrell Capital Management
Arkansas
$2K 34 – –
CFD
1111
Creative Financial Designs
Indiana
$2K 34 – –
APWA
1112
Atlas Private Wealth Advisors
New Jersey
$2K 36 – –
DAM
1113
Delta Asset Management
Tennessee
$2K 39 – –
TJHA
1114
Thomas J. Herzfeld Advisors
Florida
$2K 38 – –
CAGAS
1115
Capital Advisory Group Advisory Services
Minnesota
$1K 15 -315 -95%
ACM
1116
AUA Capital Management
Pennsylvania
$1K 28 +28 New
Koshinski Asset Management
1117
Koshinski Asset Management
Illinois
$918 17,170 -66 -0.4%
BHB
1118
Bank Hapoalim BM
Israel
$331 6,377 -2,303 -27%
SXL
1119
Summit X LLC
Missouri
$207 531 +531 New
FCA
1120
FinTrust Capital Advisors
South Carolina
$176 3,386 +1,414 +72%
WIM
1121
Westside Investment Management
California
$77 1,500 – –
BGIM
1122
Brandywine Global Investment Management
Pennsylvania
– – -386,375 Closed
Holocene Advisors
1123
Holocene Advisors
New York
– – -243,773 Closed
SCM
1124
SIR Capital Management
New York
– – -205,279 Closed
Qube Research & Technologies (QRT)
1125
Qube Research & Technologies (QRT)
United Kingdom
– – -130,820 Closed
43 44
45
46 47