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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 %
QSS
1176
Quantitative Systematic Strategies
Florida
– – -8,117 Closed
WI
1177
WBI Investments
New Jersey
– – -8,008 Closed
SM
1178
Sciencast Management
New Jersey
– – -7,510 Closed
HI
1179
Horizon Investments
North Carolina
– – -7,294 Closed
SW
1180
SteelPeak Wealth
California
– – -7,006 Closed
MYAM
1181
Meiji Yasuda Asset Management
Japan
– – -6,824 Closed
SFA
1182
Sequoia Financial Advisors
Ohio
– – -5,908 Closed
SCA
1183
Snowden Capital Advisors
New York
– – -5,624 Closed
PGWM
1184
Parisi Gray Wealth Management
New Jersey
– – -5,576 Closed
FRM
1185
Fox Run Management
Connecticut
– – -5,341 Closed
MIA
1186
MainStreet Investment Advisors
Illinois
– – -5,215 Closed
NIT
1187
NumerixS Investment Technologies
British Columbia, Canada
– – -4,968 Closed
BPC
1188
Banque Pictet & Cie
Switzerland
– – -4,790 Closed
RPC
1189
Rossmore Private Capital
Connecticut
– – -4,749 Closed
WIP
1190
Wellesley Investment Partners
Massachusetts
– – -4,577 Closed
SLG
1191
Stanley-Laman Group
Pennsylvania
– – -4,511 Closed
DWM
1192
Dorchester Wealth Management
Quebec, Canada
– – -4,235 Closed
FMWA
1193
Forvis Mazars Wealth Advisors
Missouri
– – -4,228 Closed
OFS
1194
Orrstown Financial Services
Pennsylvania
– – -4,168 Closed
WA
1195
Wambolt & Associates
Colorado
– – -4,165 Closed
EGM
1196
Engineers Gate Manager
New York
– – -4,164 Closed
PTC
1197
Private Trust Company
Ohio
– – -4,120 Closed
KA
1198
Kovack Advisors
Florida
– – -4,090 Closed
AC
1199
Avestar Capital
New York
– – -4,064 Closed
MA
1200
Mutual Advisors
Nebraska
– – -3,966 Closed
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48
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