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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
PHK
1276
Point72 Hong Kong
Hong Kong
– -$380K -6,473 Closed
MAM
1277
Martingale Asset Management
Massachusetts
– -$323K -6,223 Closed
CG
1278
Caprock Group
Idaho
– -$319K -6,162 Closed
TFS
1279
Thoroughbred Financial Services
Tennessee
– -$310K -5,984 Closed
APG
1280
Abacus Planning Group
South Carolina
– -$288K -5,554 Closed
VFP
1281
Verus Financial Partners
Virginia
– -$288K -5,554 Closed
ISWM
1282
Independent Solutions Wealth Management
New York
– -$280K -5,396 Closed
DA
1283
Denali Advisors
California
– -$270K -5,200 Closed
FA
1284
Faithward Advisors
Pennsylvania
– -$267K -5,153 Closed
BIM
1285
Baldwin Investment Management
Pennsylvania
– -$262K -5,050 Closed
RCA
1286
Rowland Carmichael Advisors
Arizona
– -$257K -4,959 Closed
PFM
1287
Premier Fund Managers
United Kingdom
– -$250K -4,790 Closed
CM
1288
Columbus Macro
Pennsylvania
– -$233K -4,502 Closed
LOAME
1289
Lombard Odier Asset Management (Europe)
United Kingdom
– -$219K -4,223 Closed
BOS
1290
Bank of Stockton
California
– -$215K -4,162 Closed
SW
1291
SkyOak Wealth
Michigan
– -$213K -4,100 Closed
NIM
1292
NuWave Investment Management
New Jersey
– -$206K -3,970 Closed
CP
1293
Covenant Partners
Tennessee
– -$205K -3,949 Closed
DT
1294
Diversified Trust
Tennessee
– -$204K -3,931 Closed
AW
1295
Alpha Windward
Massachusetts
– -$162K -3,118 Closed
AA
1296
AlphaCentric Advisors
Puerto Rico
– -$158K -3,055 Closed
WOC
1297
West Oak Capital
California
– -$118K -2,267 Closed
CCM
1298
Chiron Capital Management
Florida
– -$116K -2,243 Closed
FHA
1299
Flagship Harbor Advisors
Massachusetts
– -$87K -1,687 Closed
CHAM
1300
Clear Harbor Asset Management
Connecticut
– -$71.3K -1,375 Closed
50 51
52
53 54

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.