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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 %
PCM
1351
Pinz Capital Management
New York
– – -1,050 Closed
CCM
1352
Cox Capital Management
Massachusetts
– – -994 Closed
CS
1353
Capital Square
Tennessee
– – -972 Closed
GSWM
1354
Golden State Wealth Management
California
– – -876 Closed
AA
1355
Advisory Alpha
Michigan
– – -792 Closed
MWM
1356
MBE Wealth Management
Wisconsin
– – -736 Closed
AS
1357
Altshuler Shaham
Israel
– – -703 Closed
DWM
1358
Darwin Wealth Management
Florida
– – -674 Closed
ED
1359
Exane Derivatives
France
– – -670 Closed
AIM
1360
AIA Investment Management
Singapore
– – -664 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1361
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -544 Closed
EWM
1362
EPG Wealth Management
Georgia
– – -440 Closed
BDWM
1363
Brewin Dolphin Wealth Management
Ireland
– – -300 Closed
BWA
1364
Burt Wealth Advisors
Maryland
– – -300 Closed
RCA
1365
Ranch Capital Advisors
Florida
– – -238 Closed
BCM
1366
Blume Capital Management
California
– – -175 Closed
CCM
1367
Cribstone Capital Management
Maine
– – -155 Closed
LSA
1368
Lion Street Advisors
Texas
– – -123 Closed
HR
1369
Howe & Rusling
New York
– – -115 Closed
NEIRG
1370
New England Investment & Retirement Group
Massachusetts
– – -100 Closed
AAP
1371
Arax Advisory Partners
Colorado
– – -100 Closed
QAM
1372
QCI Asset Management
New York
– – -92 Closed
EWM
1373
Elmwood Wealth Management
California
– – -77 Closed
WAS
1374
Winch Advisory Services
Wisconsin
– – -69 Closed
WCM
1375
Wealthcare Capital Management
Virginia
– – -65 Closed
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