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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 %
KPW
1301
Kore Private Wealth
New York
– – -1,390 Closed
WFMPM
1302
Woodley Farra Manion Portfolio Management
Indiana
– – -1,184 Closed
KWM
1303
Keebeck Wealth Management
Illinois
– – -965 Closed
SCA
1304
Stonebridge Capital Advisors
Minnesota
– – -928 Closed
C
1305
Cerebellum
California
– – -794 Closed
FANJ
1306
Financial Architects (New Jersey)
New Jersey
– – -758 Closed
ACA
1307
Atlas Capital Advisors
Wyoming
– – -693 Closed
1W
1308
1776 Wealth
Georgia
– – -624 Closed
PIMG
1309
Patriot Investment Management Group
Tennessee
– – -542 Closed
BL
1310
Balentine LLC
Georgia
– – -505 Closed
EWP
1311
Engrave Wealth Partners
Texas
– – -465 Closed
HFM
1312
Harvest Fund Management
China
– – -416 Closed
FWM
1313
FSA Wealth Management
Massachusetts
– – -408 Closed
BSAM
1314
Blue Square Asset Management
New York
– – -330 Closed
OSNBOA
1315
Old Second National Bank of Aurora
Illinois
– – -250 Closed
WR
1316
Watson Rebecca
– – -250 Closed
EWM
1317
Edge Wealth Management
New York
– – -184 Closed
NG
1318
NWK Group
California
– – -122 Closed
TAIM
1319
TD Ameritrade Investment Management
Nebraska
– – -53 Closed
AP
1320
Arlington Partners
Alabama
– – -39 Closed
QCMC
1321
Quantum Capital Management (California)
California
$0 15 -35 -70%
RDWM
1322
Red Door Wealth Management
Tennessee
– – -13 Closed
AWM
1323
Apollon Wealth Management
South Carolina
– – -11 Closed
TFA
1324
Transamerica Financial Advisors
Florida
– – -1 Closed
BWL
1325
Bogart Wealth LLC
Virginia
$0 1 – –
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