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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
TAM
976
Townsend Asset Management
North Carolina
$202K +$170K +2,893 New
WTB
977
Washington Trust Bank
Washington
$201K +$169K +2,879 New
TCOV
978
Trust Company of Vermont
Vermont
$200K +$5.87K +100 +4%
MMG
979
Monetary Management Group
Missouri
$198K -$147K -2,500 -47%
FMLI
980
Fukoku Mutual Life Insurance
Japan
$185K – – –
APW
981
Acima Private Wealth
Virginia
$182K – – –
VCG
982
Vantage Consulting Group
Virginia
$182K +$153K +2,606 New
LWCFA
983
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K – – –
LC
984
Lindbrook Capital
California
$181K +$470 +8 +0.3%
DAC
985
Dividend Assets Capital
South Carolina
$179K +$150K +2,553 New
LPIC
986
LeJeune Puetz Investment Counsel
Michigan
$177K -$8.39K -143 -5%
QCG
987
Quadrant Capital Group
Ohio
$173K -$4.05K -69 -3%
LWM
988
Liberty Wealth Management
California
$169K -$5.81K -99 -4%
BCA
989
Bray Capital Advisors
Florida
$163K +$1.41K +24 +1%
CAM
990
Close Asset Management
United Kingdom
$162K – – –
OIA
991
Optimum Investment Advisors
Illinois
$155K – – –
BA
992
Bellwether Advisors
Nebraska
$148K +$125K +2,122 New
TFO
993
Tarbox Family Office
California
$145K +$5.69K +97 +5%
FWM
994
Focused Wealth Management
New York
$143K +$4.52K +77 +4%
PB
995
Pinnacle Bancorp
Nebraska
$140K – – –
FPS
996
Fieldpoint Private Securities
Connecticut
$139K +$117K +1,987 New
SWA
997
Sutton Wealth Advisors
Florida
$137K -$3.52K -60 -3%
FMP
998
Financial Management Professionals
Texas
$137K -$881 -15 -0.8%
KFI
999
Key Financial Inc
Pennsylvania
$135K +$114K +1,935 New
LWANC
1000
Laurel Wealth Advisors (North Carolina)
North Carolina
$133K -$8.8K -150 -7%
38 39
40
41 42

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.