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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
JIC
901
Joel Isaacson & Co
New York
$254K +$213K +3,628 New
WIC
902
Woodmont Investment Counsel
Tennessee
$254K +$214K +3,637 New
SG
903
Somerset Group
Minnesota
$253K -$16.7K -285 -7%
CT
904
Columbia Trust
Oregon
$253K +$213K +3,635 New
CA
905
Centerpoint Advisors
Massachusetts
$252K – – –
LWM
906
Loveless Wealth Management
Montana
$252K +$212K +3,610 New
ST
907
Spinnaker Trust
Maine
$251K +$212K +3,603 New
KA
908
Kovack Advisors
Florida
$249K +$209K +3,562 New
SC
909
Searle & Co
Connecticut
$248K -$117K -2,000 -36%
HA
910
Harbor Advisors
Florida
$248K +$208K +3,541 New
SBIA
911
Sheaff Brock Investment Advisors
Indiana
$248K +$208K +3,546 New
WG
912
Winton Group
United Kingdom
$247K -$1.81M -30,881 -90%
SFA
913
Sequoia Financial Advisors
Ohio
$247K +$207K +3,534 New
ECM
914
Estabrook Capital Management
New York
$245K +$294 +5 +0.1%
APWM
915
Atlas Private Wealth Management
New York
$245K +$12.4K +211 +6%
SAM
916
Strategy Asset Managers
California
$245K +$206K +3,510 New
IA
917
IFG Advisory
Georgia
$244K -$114K -1,944 -36%
LHC
918
Little House Capital
Massachusetts
$244K -$64.3K -1,095 -24%
VRM
919
Vectors Research Management
New York
$243K -$2.94K -50 -1%
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$242K +$203K +3,462 New
RVPG
921
Relative Value Partners Group
$242K +$203K +3,463 New
YMRC
922
Yorktown Management & Research Company
Virginia
$241K -$150K -2,550 -43%
CRC
923
Curi RMB Capital
Illinois
$238K -$29.1K -495 -13%
GW
924
GW & Wade
Massachusetts
$238K +$199K +3,398 New
WPA
925
West Paces Advisors
Georgia
$237K +$4.4K +75 +2%
35 36
37
38 39

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.