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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
26.03%
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 %
FA
1251
Financial Advantage
Maryland
$3K 55 – –
APWA
1252
Atlas Private Wealth Advisors
New Jersey
$3K 36 +36 New
SC
1253
Sawyer & Company
Massachusetts
$2K 31 – –
HCM
1254
Horrell Capital Management
Arkansas
$2K 34 – –
CFD
1255
Creative Financial Designs
Indiana
$2K 34 +34 New
TJHA
1256
Thomas J. Herzfeld Advisors
Florida
$2K 38 +38 New
CFFP
1257
Center for Financial Planning
Michigan
$1K 7 -2,452 -100%
EI
1258
Ellevest Inc
New York
$1K 14 -87 -86%
TFA
1259
Transamerica Financial Advisors
Florida
$1K 1 +1 New
AWM
1260
Apollon Wealth Management
South Carolina
$1K 11 +11 New
FCH
1261
Freestone Capital Holdings
Washington
$296 4,112 -16 -0.4%
TI
1262
tru Independence
Oregon
$160 2,242 -40 -2%
WIM
1263
Westside Investment Management
California
$107 1,500 – –
ECA
1264
Encompass Capital Advisors
New York
– – -675,000 Closed
MSE
1265
MUFG Securities EMEA
United Kingdom
– – -420,000 Closed
Capital Fund Management (CFM)
1266
Capital Fund Management (CFM)
France
– – -357,195 Closed
LM
1267
Luminus Management
Texas
– – -335,180 Closed
Balyasny Asset Management
1268
Balyasny Asset Management
Illinois
– – -175,471 Closed
SCC
1269
Spring Creek Capital
Kansas
– – -171,539 Closed
QIM
1270
Quantitative Investment Management
Virginia
– – -123,976 Closed
AIM
1271
Aigen Investment Management
New York
– – -88,101 Closed
PIC
1272
Portland Investment Counsel
Ontario, Canada
– – -60,500 Closed
JG
1273
Jefferies Group
New York
– – -58,489 Closed
CC
1274
Cipher Capital
New York
– – -57,186 Closed
WC
1275
Whitney & Co
New York
– – -50,093 Closed
49 50
51
52 53