We are live on ! Find out more
PSX icon

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
BWM
1301
BNC Wealth Management
Oregon
– -$61K -1,176 Closed
SMFG
1302
Sumitomo Mitsui Financial Group
Japan
– -$53K -1,024 Closed
FFA
1303
Founders Financial Alliance
North Carolina
– -$50K -1,000 Closed
AA
1304
Advisory Alpha
Michigan
– -$39K -750 Closed
HCA
1305
Horan Capital Advisors
Ohio
– -$30K -578 Closed
JIR
1306
James Investment Research
Ohio
– -$30K -578 Closed
SXL
1307
Summit X LLC
Missouri
– -$207 -531 Closed
BBA
1308
Braun-Bostich & Associates
Pennsylvania
– -$20K -387 Closed
FWM
1309
Filbrandt Wealth Management
Wisconsin
– -$19K -364 Closed
SC
1310
Solstein Capital
California
– -$17K -337 Closed
AWM
1311
Adams Wealth Management
Utah
– -$15K -297 Closed
NL
1312
NVWM LLC
Pennsylvania
– -$13K -260 Closed
RAM
1313
Riggs Asset Management
Pennsylvania
– -$12K -251 Closed
RA
1314
Rational Advisors
New York
– -$11K -208 Closed
CA
1315
Crewe Advisors
Utah
– -$11K -207 Closed
RFWA
1316
RPg Family Wealth Advisory
Massachusetts
– -$10.4K -200 Closed
BAMG
1317
Brand Asset Management Group
Missouri
– -$10K -192 Closed
EWA
1318
Evolution Wealth Advisors
Florida
– -$10K -190 Closed
CPW
1319
Catalyst Private Wealth
California
– -$9K -174 Closed
Group One Trading
1320
Group One Trading
Illinois
– -$9.22K -157 Closed
PFWA
1321
Paces Ferry Wealth Advisors
Georgia
– -$8K -153 Closed
CDIA
1322
Capital Directions Investment Advisors
Georgia
– -$8K -150 Closed
EI
1323
Ellevest Inc
New York
– -$8K -149 Closed
BBL
1324
Beck Bode LLC
Massachusetts
– -$7K -137 Closed
CAGAS
1325
Capital Advisory Group Advisory Services
Minnesota
– -$1K -15 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.