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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 %
ONB
1326
Old National Bancorp
Indiana
– – -4,056 Closed
FNBOH
1327
First National Bank of Hutchinson
Kansas
– – -4,004 Closed
SP
1328
Symmetry Partners
Connecticut
– – -3,950 Closed
CPC
1329
Congress Park Capital
New York
– – -3,890 Closed
LJAC
1330
L.J. Altfest & Co
New York
– – -3,823 Closed
SI
1331
SCP Investment
California
– – -3,800 Closed
TNB
1332
Thomasville National Bank
Georgia
– – -3,504 Closed
WAM
1333
Wolverine Asset Management
Illinois
– – -3,107 Closed
MTCM
1334
Mint Tower Capital Management
Netherlands
– – -3,000 Closed
VC
1335
Veracity Capital
Georgia
– – -2,541 Closed
AIC
1336
Ameritas Investment Company
Nebraska
– – -2,540 Closed
NCM
1337
Next Capital Management
New York
– – -2,500 Closed
RFM
1338
Royal Fund Management
Florida
– – -2,481 Closed
AIS
1339
Accurate Investment Solutions
Pennsylvania
– – -2,428 Closed
PCM
1340
Penserra Capital Management
California
– – -2,325 Closed
CC
1341
Cognios Capital
Kansas
– – -2,289 Closed
CFA
1342
CWS Financial Advisors
Michigan
– – -2,203 Closed
KFI
1343
Key Financial Inc
Pennsylvania
– – -1,935 Closed
BCM
1344
Brooktree Capital Management
Michigan
– – -1,768 Closed
WAP
1345
Wealthcare Advisory Partners
Pennsylvania
– – -1,684 Closed
SMFS
1346
Squar Milner Financial Services
California
– – -1,575 Closed
FGAM
1347
Financial Gravity Asset Management
Texas
– – -1,568 Closed
CBT
1348
Capital Bank & Trust
California
– – -1,445 Closed
CAN
1349
Claraphi Advisory Network
United States
– – -1,340 Closed
WQ
1350
Wealth Quarterback
New Jersey
– – -1,279 Closed
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