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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 %
SCM
1126
Sirios Capital Management
Massachusetts
– – -121,106 Closed
CC
1127
Carlson Capital
Texas
– – -99,500 Closed
GC
1128
Gratus Capital
Georgia
– – -98,667 Closed
CM
1129
Churchill Management
California
– – -71,710 Closed
VRS
1130
Virginia Retirement Systems
Virginia
– – -69,400 Closed
IA
1131
Icon Advisers
Colorado
– – -55,200 Closed
Man Group
1132
Man Group
United Kingdom
– – -55,167 Closed
HF
1133
HRT Financial
New York
– – -55,027 Closed
LP
1134
LMR Partners
United Kingdom
– – -51,330 Closed
LCM
1135
Laurion Capital Management
New York
– – -45,633 Closed
SGA
1136
Strategic Global Advisors
California
– – -45,160 Closed
IWA
1137
IBEX Wealth Advisors
New Jersey
– – -44,068 Closed
BHA
1138
Beech Hill Advisors
New York
– – -42,468 Closed
Arrowstreet Capital
1139
Arrowstreet Capital
Massachusetts
– – -41,221 Closed
HH
1140
HWG Holdings
Texas
– – -40,532 Closed
ACM
1141
Arosa Capital Management
Florida
– – -39,263 Closed
CIC
1142
Cornercap Investment Counsel
Georgia
– – -39,158 Closed
VWM
1143
Venturi Wealth Management
Texas
– – -37,337 Closed
QT
1144
Quantbot Technologies
New York
– – -31,280 Closed
DLCIG
1145
D.L. Carlson Investment Group
New Hampshire
– – -28,999 Closed
SIM
1146
Sentry Investment Management
Wisconsin
– – -27,977 Closed
AAIM
1147
Asset Advisors Investment Management
Georgia
– – -25,160 Closed
ECM
1148
Everence Capital Management
Indiana
– – -24,749 Closed
BCM
1149
Beck Capital Management
Texas
– – -23,026 Closed
AMI
1150
Amica Mutual Insurance
Rhode Island
– – -22,000 Closed
44 45
46
47 48