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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 %
MPM
1276
Meritage Portfolio Management
Kansas
– – -43,770 Closed
PCM
1277
Poehling Capital Management
Wisconsin
– – -40,646 Closed
Fiera Capital (Canada)
1278
Fiera Capital (Canada)
Quebec, Canada
– – -38,909 Closed
SCM
1279
Stamina Capital Management
New York
– – -35,000 Closed
HCMT
1280
Highland Capital Management (Tennessee)
Tennessee
– – -32,742 Closed
RA
1281
RR Advisors
Texas
– – -32,000 Closed
N
1282
Natixis
France
– – -28,182 Closed
SEC
1283
Seven Eight Capital
New York
– – -23,900 Closed
OSIA
1284
O'Shares Investment Advisers
Massachusetts
– – -23,630 Closed
ACM
1285
Advisors Capital Management
New Jersey
– – -21,314 Closed
VLKIM
1286
Van Lanschot Kempen Investment Management
Netherlands
– – -20,214 Closed
CP
1287
Cumberland Partners
Ontario, Canada
– – -19,550 Closed
CG
1288
Carmignac Gestion
France
– – -18,177 Closed
CAM
1289
Cozad Asset Management
Illinois
– – -18,153 Closed
TW
1290
Towerpoint Wealth
California
– – -16,736 Closed
MERSOM
1291
Municipal Employees' Retirement System of Michigan
Michigan
– – -16,270 Closed
MIAN
1292
Mariner Independent Advisor Network
Kansas
– – -15,589 Closed
AWCI
1293
Alpine Woods Capital Investors
New York
– – -14,775 Closed
AIMCA
1294
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -14,000 Closed
CC
1295
Claybrook Capital
Massachusetts
– – -12,500 Closed
MGIM
1296
M&G Investment Management
United Kingdom
– – -12,024 Closed
JWM
1297
JGP Wealth Management
Oregon
– – -11,837 Closed
WANY
1298
Wealthspire Advisors (New York)
New York
– – -11,721 Closed
MNG
1299
Manning & Napier Group
New York
– – -11,566 Closed
JWM
1300
Jupiter Wealth Management
Colorado
– – -11,290 Closed
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