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Phillips 66
PSX

Overview Fund Activity

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.02%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$533M
2
UBS Group
2
UBS Group
Switzerland
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$339M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M
5
State Street
5
State Street
Massachusetts
$1.83B

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.11B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$30.7M
3
DZ Bank
3
DZ Bank
Germany
$19.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.74B
5
Deutsche Bank
5
Deutsche Bank
Germany
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
PFO
1201
Pathstone Family Office
New Jersey
$18K 227 – –
WR
1202
Watson Rebecca
$18K 250 +250 New
LFG
1203
LifePlan Financial Group
Ohio
$17K 238 – –
LWM
1204
Lenox Wealth Management
Ohio
$17K 242 – –
RTC
1205
Riverview Trust Company
Washington
$17K 232 – –
TFGT
1206
TS Financial Group (TSFG)
Illinois
$16K 225 – –
WB
1207
Webster Bank
Connecticut
$15K 210 -250 -54%
HGWM
1208
Harvest Group Wealth Management
Massachusetts
$15K 213 -120 -36%
LF
1209
Lee Financial
Texas
$15K 202 -30 -13%
EARNEST Partners
1210
EARNEST Partners
Georgia
$15K 211 – –
CCA
1211
Column Capital Advisors
Indiana
$15K 214 +152 +245%
RFWA
1212
RPg Family Wealth Advisory
Massachusetts
$14.4K 200 – –
HCM
1213
Highlander Capital Management
New Jersey
$14K 191 – –
BAMG
1214
Brand Asset Management Group
Missouri
$14K 192 – –
EWA
1215
Evolution Wealth Advisors
Florida
$14K 190 +190 New
EWM
1216
Edge Wealth Management
New York
$13K 184 -999 -84%
HWM
1217
HighMark Wealth Management
Minnesota
$13K 185 -11 -6%
TPWA
1218
TRUE Private Wealth Advisors
Oregon
$13K 194 – –
AP
1219
Atwood & Palmer
Missouri
$12K 163 -75 -32%
SFPG
1220
Stonebridge Financial Planning Group
Florida
$12K 175 – –
LIM
1221
Lagoda Investment Management
New York
$12K 170 – –
BAM
1222
Bellevue Asset Management
Washington
$12K 161 – –
LS
1223
Leelyn Smith
Illinois
$12K 161 +1 +0.6%
HWA
1224
Heritage Wealth Advisors
Virginia
$11.7K 163 -101 -38%
TIM
1225
Tortoise Investment Management
New York
$11K 150 -100 -40%
47 48
49
50 51