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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
RC
826
Roundview Capital
New Jersey
$316K -$425K -7,234 -62%
WA
827
WP Advisors
California
$316K -$1.94K -33 -0.7%
CCM
828
Compton Capital Management
Rhode Island
$316K +$7.34K +125 +3%
P
829
Pitcairn
Pennsylvania
$314K -$176 -3 -0.1%
HA
830
HYA Advisors
Missouri
$310K +$2.06K +35 +0.8%
WA
831
WBH Advisory
Maryland
$309K -$46.3K -789 -16%
PP
832
PDS Planning
Ohio
$309K -$14.5K -247 -5%
FAIM
833
Financial Advocates Investment Management
Washington
$308K -$56.8K -968 -18%
WIA
834
Westbourne Investment Advisors
Maryland
$308K – – –
RA
835
RFG Advisory
Alabama
$308K +$256K +4,354 New
VFA
836
Voya Financial Advisors
Connecticut
$308K +$256K +4,360 New
SWM
837
Segment Wealth Management
Texas
$307K -$37.7K -643 -13%
EF
838
Empirical Finance
Pennsylvania
$307K +$258K +4,391 New
PI
839
PEAK6 Investments
Illinois
$305K -$865K -14,741 -77%
FMWA
840
Forvis Mazars Wealth Advisors
Missouri
$305K +$256K +4,360 New
PFPT
841
Pinnacle Financial Partners (Tennessee)
Tennessee
$302K -$56.4K -961 -17%
GIA
842
GHP Investment Advisors
Colorado
$302K -$47.3K -805 -16%
SAM
843
S.A. Mason
Michigan
$300K -$7.34K -125 -3%
SP
844
Successful Portfolios
Florida
$300K -$3.05K -52 -1%
AT
845
Arden Trust
Delaware
$298K -$17.3K -295 -6%
DWT
846
Dorsey & Whitney Trust
South Dakota
$297K -$91.9K -1,565 -27%
ARMC
847
American Research & Management Company
Massachusetts
$296K – – –
CCA
848
Checchi Capital Advisers
California
$296K +$10.9K +185 +5%
EM
849
Excalibur Management
Massachusetts
$295K -$6.58K -112 -3%
LCM
850
LVM Capital Management
Michigan
$295K -$5.93K -101 -2%
32 33
34
35 36

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.