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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
WB
1151
Webster Bank
Connecticut
$15K – – –
LS
1152
Leelyn Smith
Illinois
$15K +$3.05K +52 +32%
BSSFA
1153
Baron Silver Stevens Financial Advisors
Florida
$15K +$13.1K +223 New
Skandinaviska Enskilda Banken (SEB)
1154
Skandinaviska Enskilda Banken (SEB)
Sweden
$14K – – –
GRP
1155
Global Retirement Partners
California
$14K +$2.58K +44 +28%
RIM
1156
Rockbridge Investment Management
New York
$14K +$3.11K +53 +37%
KPCM
1157
Kings Point Capital Management
New York
$13K -$1.76K -30 -14%
HCM
1158
Highlander Capital Management
New Jersey
$13K – – –
WWM
1159
Wolff Wiese Magana
California
$13K +$10.8K +184 New
BAM
1160
Bellevue Asset Management
Washington
$12K – – –
LIM
1161
Lagoda Investment Management
New York
$12K – – –
SFPG
1162
Stonebridge Financial Planning Group
Florida
$12K – – –
LFG
1163
Larson Financial Group
Missouri
$12K +$2.23K +38 +28%
FPW
1164
Flagship Private Wealth
Massachusetts
$11.3K +$9.28K +158 New
AP
1165
Atwood & Palmer
Missouri
$11K – – –
GWMIA
1166
Global Wealth Management Investment Advisory
Florida
$11K – – –
PFA
1167
Professional Financial Advisors
Nebraska
$11K – – –
HWM
1168
HighMark Wealth Management
Minnesota
$11K +$59 +1 +0.7%
AWM
1169
Accel Wealth Management
Iowa
$11K +$9.16K +156 New
MCM
1170
Manchester Capital Management
Vermont
$11K +$9.16K +156 New
ICP
1171
Interchange Capital Partners
Pennsylvania
$11K +$9.45K +161 New
AIG
1172
American International Group
New York
$10.8K -$347K -5,914 -4%
AssetMark Inc
1173
AssetMark Inc
California
$10K -$178K -3,040 -96%
CTB
1174
Country Trust Bank
Illinois
$10K – – –
RBC
1175
Roble Belko & Company
Pennsylvania
$10K – – –
45 46
47
48 49

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.