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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
WPP
951
Whalerock Point Partners
Rhode Island
$218K +$183K +3,119 New
JWCA
952
J.W. Cole Advisors
Florida
$216K -$2.58M -43,939 -93%
MA
953
Montag & Associates
Georgia
$216K +$182K +3,093 New
KCM
954
Kanawha Capital Management
Virginia
$216K +$182K +3,094 New
CAM
955
Cresset Asset Management
Illinois
$213K -$48.7K -830 -21%
MFW
956
Mosaic Family Wealth
Missouri
$213K +$179K +3,051 New
HWA
957
HCR Wealth Advisors
California
$212K +$178K +3,025 New
AIM
958
Anchor Investment Management
South Carolina
$211K -$8.98K -153 -5%
FWP
959
FAS Wealth Partners
Kansas
$211K +$177K +3,013 New
ACM
960
Azimuth Capital Management
Michigan
$211K +$177K +3,021 New
MIM
961
Merrion Investment Management
New Jersey
$210K +$176K +3,000 New
LCM
962
Leisure Capital Management
California
$210K +$176K +3,006 New
FSC
963
Full Sail Capital
Oklahoma
$209K +$172K +2,937 New
SBSB
964
Sullivan, Bruyette, Speros & Blaney
Virginia
$208K -$2.76K -47 -2%
CPIG
965
Chicago Partners Investment Group
Illinois
$208K +$168K +2,861 New
MCA
966
Mercer Capital Advisers
New Jersey
$206K – – –
IIM
967
Ipswich Investment Management
Massachusetts
$205K +$172K +2,930 New
SL
968
Stevard LLC
Illinois
$205K +$172K +2,930 New
AWM
969
Aries Wealth Management
Maine
$204K +$169K +2,880 New
FFBTD
970
First Financial Bank - Trust Division
Ohio
$204K +$171K +2,917 New
SBL
971
Sargent Bickham Lagudis
Colorado
$203K +$2.82K +48 +2%
S
972
SignatureFD
Georgia
$203K +$21.9K +373 +15%
LC
973
LCNB Corp
Ohio
$203K +$171K +2,906 New
AFP
974
Ausdal Financial Partners
Iowa
$202K +$169K +2,881 New
MA
975
Mutual Advisors
Nebraska
$202K +$169K +2,886 New
37 38
39
40 41

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.