We are live on ! Find out more
PSX icon

Phillips 66
PSX

1,234 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 357 increasing their positions, 516 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

125% more first-time investments, than exits

New positions opened: 214 | Existing positions closed: 95

47% more call options, than puts

Call options by funds: $373M | Put options by funds: $253M

38% more capital invested

Capital invested by funds: $15.3B → $21.1B (+$5.83B)

9% more funds holding

Funds holding: 1,129 → 1,234 (+105)

1.42% more ownership

Funds ownership: 67.4% → 68.82% (+1.4%)

31% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 516

Holders
1,234
Holders Change
+105
Holders Change %
+9.3%
% of All Funds
21.84%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
214
Increased
357
Reduced
516
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$219M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$205M
3
BlackRock
BlackRock
New York
+$146M
4
Ameriprise
Ameriprise
Minnesota
+$143M
5
State Street
State Street
Massachusetts
+$73.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$145M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$98.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
-$80M
4
CVA
Ceredex Value Advisors
Florida
-$50.6M
5
Goldman Sachs
Goldman Sachs
New York
-$44.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
701
J.W. Coons Advisors
Ohio
$475K -$11.7K -200 -3%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$474K -$699K -11,901 -64%
AF
703
Advisornet Financial
Minnesota
$474K -$127K -2,160 -24%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$470K -$152K -2,595 -28%
HDIM
705
Hanson & Doremus Investment Management
Vermont
$470K -$5.46K -93 -1%
CS
706
Comerica Securities
Michigan
$469K +$20.5K +349 +5%
Luther King Capital Management (LKCM)
707
Luther King Capital Management (LKCM)
Texas
$465K +$12.1K +206 +3%
CT
708
Cambridge Trust
Massachusetts
$461K -$138K -2,346 -26%
AFIA
709
America First Investment Advisors
Nebraska
$460K -$10.7K -182 -3%
DP
710
Dearborn Partners
Illinois
$457K -$40.7K -694 -10%
SSA
711
South Street Advisors
New York
$457K +$384K +6,540 New
ATC
712
Adirondack Trust Company
New York
$456K -$51.5K -878 -12%
MIM
713
Miller Investment Management
Pennsylvania
$455K – – –
USGIU
714
U.S. Global Investors (USGI)
Texas
$455K – – –
AWM
715
Altium Wealth Management
New York
$454K +$29.9K +510 +9%
CP
716
Camelot Portfolios
Ohio
$454K +$137K +2,340 +56%
WAM
717
Weatherly Asset Management
California
$453K -$20.5K -349 -5%
AC
718
Allstate Corporation
Illinois
$453K +$380K +6,477 New
WA
719
Wealth Alliance
New York
$452K -$62.9K -1,072 -14%
BSW
720
Buckingham Strategic Wealth
Missouri
$450K -$1.1M -18,679 -74%
CFA
721
Carroll Financial Associates
North Carolina
$446K +$352 +6 +0.1%
PVWM
722
Point View Wealth Management
New Jersey
$446K +$40.7K +693 +12%
SP
723
Symmetry Partners
Connecticut
$445K -$4.87K -83 -1%
VFA
724
Valeo Financial Advisors
Indiana
$444K +$114K +1,940 +44%
FTDI
725
First Trust Direct Indexing
Massachusetts
$444K +$372K +6,343 New
27 28
29
30 31

PSX Hedge Fund Activity: Q4 2020 in Review

1,234 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2020, worth a combined $21.1B — up 38% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 214 funds opened new PSX positions and 95 closed out — a net gain of 119 holders — while 357 added to existing stakes and 516 trimmed.

The largest buyer was Wells Fargo, adding an estimated $219M. The largest seller was JP Morgan Chase, cutting an estimated $145M.

  • 1,234 institutional investors held Phillips 66 (PSX) as of Q4 2020, up from 1,129 in Q3 2020.
  • Funds reported $21.1B of Phillips 66 stock for Q4 2020, up 38% quarter-over-quarter.
  • 214 funds opened new Phillips 66 positions in Q4 2020 and 95 closed out, a net change of +119 holders.
  • The largest Phillips 66 buyer in Q4 2020 was Wells Fargo, an estimated $219M added.
  • The largest Phillips 66 seller in Q4 2020 was JP Morgan Chase, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2020.