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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 %
FCBT
1201
First Citizens Bank & Trust
North Carolina
– – -3,959 Closed
PCMC
1202
Paragon Capital Management (Colorado)
Colorado
– – -3,935 Closed
CG
1203
Cutler Group
California
– – -3,874 Closed
MFG
1204
Menard Financial Group
Texas
– – -3,833 Closed
RIM
1205
Rampart Investment Management
Connecticut
– – -3,825 Closed
RHBC
1206
R.H. Bluestein & Co
Michigan
– – -3,825 Closed
AWM
1207
Aries Wealth Management
Maine
– – -3,791 Closed
JSL
1208
JT Stratford LLC
Georgia
– – -3,785 Closed
SBIA
1209
Sheaff Brock Investment Advisors
Indiana
– – -3,763 Closed
DIM
1210
Delta Investment Management
California
– – -3,750 Closed
AGM
1211
Alpine Global Management
New York
– – -3,750 Closed
GF
1212
Goodman Financial
Texas
– – -3,741 Closed
LWM
1213
Loveless Wealth Management
Montana
– – -3,715 Closed
MMPW
1214
Mitchell McLeod Pugh & Williams
Alabama
– – -3,707 Closed
JIC
1215
Joel Isaacson & Co
New York
– – -3,705 Closed
MTC
1216
McDaniel Terry & Co
Texas
– – -3,688 Closed
LC
1217
LCNB Corp
Ohio
– – -3,675 Closed
RVPG
1218
Relative Value Partners Group
– – -3,674 Closed
WIS
1219
Wright Investors Service
Connecticut
– – -3,660 Closed
ST
1220
Spinnaker Trust
Maine
– – -3,648 Closed
HB
1221
Homrich & Berg
Georgia
– – -3,636 Closed
OCG
1222
Opus Capital Group
Ohio
– – -3,619 Closed
Simplex Trading
1223
Simplex Trading
Illinois
– – -3,575 Closed
TIA
1224
Tiemann Investment Advisors
California
– – -3,551 Closed
SAM
1225
Strategy Asset Managers
California
– – -3,547 Closed
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