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Phillips 66
PSX

Overview Fund Activity

1,228 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 355 increasing their positions, 514 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,228
Holders Change
+103
Holders Change %
+9.16%
% of All Funds
21.79%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
212
Increased
355
Reduced
514
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$564M
3
BlackRock
BlackRock
New York
$2.3B
4
Ameriprise
Ameriprise
Minnesota
$202M
5
State Street
State Street
Massachusetts
$1.87B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$317M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.99B
3
Neuberger Berman Group
Neuberger Berman Group
New York
$52.5M
4
Goldman Sachs
Goldman Sachs
New York
$67.6M
5
CVA
Ceredex Value Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
176
PFS Investments
Georgia
$8.04M +$621K +8,587 +8%
BCM
177
Bourgeon Capital Management
Connecticut
$7.99M -$170K -2,426 -2%
BIM
178
Bridgecreek Investment Management
Oklahoma
$7.96M -$277K -3,955 -3%
PIM
179
Perpetual Investment Management
Australia
$7.78M +$7.78M +110,170 New
CA
180
Capitolis Advisors
New York
$7.78M +$7.78M +111,189 New
SOMRS
181
State of Michigan Retirement System
Michigan
$7.68M -$350K -5,000 -4%
BL
182
BCWM LLC
Kansas
$7.66M +$200K +2,861 +3%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$7.62M -$245K -3,496 -3%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$7.51M -$1.14M -16,270 -13%
MIM
185
MetLife Investment Management
New Jersey
$7.42M -$325K -4,642 -4%
GC
186
Gratus Capital
Georgia
$7.35M +$7.35M +105,033 New
GWM
187
Geneos Wealth Management
Colorado
$7.31M +$109K +1,332 +2%
FFIC
188
First Fiduciary Investment Counsel
Ohio
$7.26M -$2.27M -32,472 -24%
WAM
189
Wallington Asset Management
Indiana
$7.21M -$58.5K -837 -0.8%
OPCM
190
Osborne Partners Capital Management
California
$7.11M +$1.2M +17,200 +20%
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$6.99M +$752K +10,756 +12%
ACI
192
AMP Capital Investors
Australia
$6.98M +$78.4K +1,110 +1%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$6.96M -$603K -8,628 -8%
HIMC
194
Heritage Investors Management Corp
Maryland
$6.8M +$1.35M +19,254 +25%
GC
195
Guggenheim Capital
Illinois
$6.79M +$842K +12,038 +14%
Nomura Asset Management
196
Nomura Asset Management
Japan
$6.7M +$755K +10,801 +13%
MCM
197
Mattern Capital Management
Colorado
$6.68M +$40.5K +579 +0.6%
AAM
198
Advisors Asset Management
Colorado
$6.56M +$282K +4,035 +4%
Walleye Trading
199
Walleye Trading
New York
$6.55M +$6.55M +93,692 New
CIA
200
CCM Investment Advisers
South Carolina
$6.47M +$417K +5,963 +7%
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