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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 %
Verition Fund Management
1151
Verition Fund Management
Connecticut
– – -21,263 Closed
VIA
1152
Vident Investment Advisory
Georgia
– – -20,837 Closed
MCM
1153
Mitchell Capital Management
Kansas
– – -18,912 Closed
AC
1154
Asio Capital
Kentucky
– – -18,697 Closed
ESCM
1155
Echo Street Capital Management
New York
– – -18,292 Closed
Marshall Wace
1156
Marshall Wace
United Kingdom
– – -18,266 Closed
CVM
1157
Cheviot Value Management
California
– – -17,266 Closed
NFG
1158
NewFocus Financial Group
Washington
– – -17,191 Closed
AIC
1159
Aurora Investment Counsel
Georgia
– – -17,032 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -16,044 Closed
FC
1161
FORA Capital
Florida
– – -15,809 Closed
TYCC
1162
Texas Yale Capital Corp
Florida
– – -15,456 Closed
EM
1163
ELCO Management
New York
– – -14,504 Closed
SSA
1164
Schonfeld Strategic Advisors
New York
– – -13,955 Closed
AC
1165
Allstate Corporation
Illinois
– – -13,594 Closed
VWA
1166
V Wealth Advisors
Kansas
– – -12,813 Closed
Assenagon Asset Management
1167
Assenagon Asset Management
Luxembourg
– – -11,645 Closed
DTL
1168
Dynamic Technology Lab
Singapore
– – -11,487 Closed
EC
1169
Estate Counselors
Wisconsin
– – -10,725 Closed
JCM
1170
Jacobsen Capital Management
Utah
– – -10,101 Closed
ACM
1171
Alethea Capital Management
Washington
– – -9,734 Closed
AAM
1172
Azzad Asset Management
Virginia
– – -9,436 Closed
APF
1173
Alaska Permanent Fund
Alaska
– – -9,110 Closed
CWS
1174
Cypress Wealth Services
California
– – -9,011 Closed
TCM
1175
Teza Capital Management
Illinois
– – -8,325 Closed
45 46
47
48 49