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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
PI
176
PFS Investments
Georgia
$8.04M +$504K +8,587 +8%
BCM
177
Bourgeon Capital Management
Connecticut
$7.99M -$142K -2,426 -2%
BIM
178
Bridgecreek Investment Management
Oklahoma
$7.96M -$232K -3,955 -3%
PIM
179
Perpetual Investment Management
Australia
$7.78M +$6.47M +110,170 New
CA
180
Capitolis Advisors
New York
$7.78M +$6.53M +111,189 New
SOMRS
181
State of Michigan Retirement System
Michigan
$7.68M -$294K -5,000 -4%
BL
182
BCWM LLC
Kansas
$7.66M +$168K +2,861 +3%
Mercer Global Advisors
183
Mercer Global Advisors
Colorado
$7.62M -$205K -3,496 -3%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$7.51M -$955K -16,270 -13%
MIM
185
MetLife Investment Management
New Jersey
$7.42M -$273K -4,642 -4%
GC
186
Gratus Capital
Georgia
$7.35M +$6.17M +105,033 New
GWM
187
Geneos Wealth Management
Colorado
$7.31M +$78.2K +1,332 +2%
FFIC
188
First Fiduciary Investment Counsel
Ohio
$7.26M -$1.91M -32,472 -24%
WAM
189
Wallington Asset Management
Indiana
$7.21M -$49.1K -837 -0.8%
OPCM
190
Osborne Partners Capital Management
California
$7.11M +$1.01M +17,200 +20%
Mirae Asset Global Investments
191
Mirae Asset Global Investments
South Korea
$6.99M +$631K +10,756 +12%
ACI
192
AMP Capital Investors
Australia
$6.98M +$65.2K +1,110 +1%
GIBU
193
Gulf International Bank (UK)
United Kingdom
$6.96M -$506K -8,628 -8%
HIMC
194
Heritage Investors Management Corp
Maryland
$6.8M +$1.13M +19,254 +25%
GC
195
Guggenheim Capital
Illinois
$6.79M +$707K +12,038 +14%
Nomura Asset Management
196
Nomura Asset Management
Japan
$6.7M +$634K +10,801 +13%
MCM
197
Mattern Capital Management
Colorado
$6.67M +$34K +579 +0.6%
AAM
198
Advisors Asset Management
Colorado
$6.56M +$237K +4,035 +4%
Walleye Trading
199
Walleye Trading
New York
$6.55M +$5.5M +93,692 New
CIA
200
CCM Investment Advisers
South Carolina
$6.47M +$350K +5,963 +7%
6 7
8
9 10

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.