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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 %
HA
1226
Harbor Advisors
Florida
– – -3,541 Closed
EH
1227
Equitable Holdings
New York
– – -3,540 Closed
BB
1228
Busey Bank
Illinois
– – -3,531 Closed
HC
1229
HNP Capital
New York
– – -3,531 Closed
BMC
1230
Beaton Management Company
Massachusetts
– – -3,531 Closed
TAM
1231
Townsend Asset Management
North Carolina
– – -3,519 Closed
AIM
1232
Allen Investment Management
New York
– – -3,498 Closed
WCM
1233
Whitener Capital Management
North Carolina
– – -3,458 Closed
SFI
1234
SPC Financial Inc
Maryland
– – -3,455 Closed
MFW
1235
Mosaic Family Wealth
Missouri
– – -3,450 Closed
TA
1236
TFG Advisers
Michigan
– – -3,436 Closed
TWM
1237
Tolleson Wealth Management
Texas
– – -3,425 Closed
ARMT
1238
Amica Retiree Medical Trust
Rhode Island
– – -3,416 Closed
JC
1239
Jacobs & Co
California
– – -3,404 Closed
RCAG
1240
Rehmann Capital Advisory Group
Michigan
– – -3,370 Closed
SAM
1241
Summit Asset Management
Tennessee
– – -3,367 Closed
MA
1242
Montag & Associates
Georgia
– – -3,341 Closed
BHBT
1243
Burke & Herbert Bank & Trust
Virginia
– – -3,340 Closed
BA
1244
Ballew Advisors
Mississippi
– – -3,320 Closed
IIM
1245
Ipswich Investment Management
Massachusetts
– – -3,280 Closed
RWA
1246
Redhawk Wealth Advisors
Minnesota
– – -3,257 Closed
QI
1247
Qtron Investments
Massachusetts
– – -3,256 Closed
SRC
1248
Shufro Rose & Co
New York
– – -3,250 Closed
GVAG
1249
Great Valley Advisor Group
Delaware
– – -3,224 Closed
ACM
1250
Azimuth Capital Management
Michigan
– – -3,221 Closed
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