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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 %
LCM
1276
Leisure Capital Management
California
– – -2,867 Closed
IAIM
1277
International Assets Investment Management
Florida
– – -2,849 Closed
AFP
1278
Ausdal Financial Partners
Iowa
– – -2,849 Closed
EF
1279
Empirical Finance
Pennsylvania
– – -2,845 Closed
DWM
1280
Doyle Wealth Management
Florida
– – -2,836 Closed
VAS
1281
Vestmark Advisory Solutions
Massachusetts
– – -2,831 Closed
HCM
1282
Howland Capital Management
Massachusetts
– – -2,822 Closed
FC
1283
Forte Capital
New York
– – -2,819 Closed
CC
1284
Cadinha & Co
Hawaii
– – -2,815 Closed
BIC
1285
Beach Investment Counsel
Pennsylvania
– – -2,811 Closed
MSAM
1286
Moloney Securities Asset Management
Missouri
– – -2,792 Closed
SCM
1287
Schnieders Capital Management
California
– – -2,783 Closed
NICM
1288
Neo Ivy Capital Management
New York
– – -2,606 Closed
CAM
1289
Columbia Asset Management
Michigan
– – -2,462 Closed
CMBA
1290
C.M. Bidwell & Associates
Hawaii
– – -2,250 Closed
KBFS
1291
Kohmann Bosshard Financial Services
Ohio
– – -2,235 Closed
CFG
1292
Citizens Financial Group
Rhode Island
– – -1,969 Closed
CF
1293
Centaurus Financial
California
– – -1,896 Closed
VCM
1294
Vigilant Capital Management
Maine
– – -1,725 Closed
CWM
1295
Campbell Wealth Management
Virginia
– – -1,663 Closed
PCIA
1296
Prime Capital Investment Advisors
Kansas
– – -1,648 Closed
JSC
1297
Jackson Square Capital
California
– – -1,548 Closed
MCM
1298
Manchester Capital Management
Vermont
– – -1,517 Closed
PCM
1299
Prelude Capital Management
New York
– – -1,436 Closed
RWB
1300
RMR Wealth Builders
New Jersey
– – -1,390 Closed
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