PSX icon

Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.32B 28,791,941 -76,458 -0.3%
State Street
2
State Street
Massachusetts
$2.07B 25,683,258 +35,241 +0.1%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.23B 15,257,965 +155,103 +1%
BIT
4
BlackRock Institutional Trust
California
$1.2B 14,875,245 -464,675 -3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.08B 13,455,728 -565,986 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$875M 10,877,360 +1,490,167 +16%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$800M 9,948,612 +2,386,008 +32%
Boston Partners
8
Boston Partners
Massachusetts
$771M 9,589,357 +1,683,051 +21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$741M 9,218,332 -1,149,219 -11%
Norges Bank
10
Norges Bank
Norway
$725M 9,011,390 +4,245,938 +89%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$681M 8,465,948 +75,146 +0.9%
Barclays
12
Barclays
United Kingdom
$673M 8,410,639 +7,735,029 +1,145%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$646M 8,028,347 -2,196,012 -21%
Northern Trust
14
Northern Trust
Illinois
$586M 7,280,016 -56,831 -0.8%
BFA
15
BlackRock Fund Advisors
California
$538M 6,692,074 -92,638 -1%
Berkshire Hathaway
16
Berkshire Hathaway
Nebraska
$522M 6,495,800 -3,245,503 -33%
Wells Fargo
17
Wells Fargo
California
$516M 6,419,886 -57,083 -0.9%
WRF
18
Waddell & Reed Financial
Kansas
$506M 6,295,559 -7,198,372 -53%
BG
19
BlackRock Group
United Kingdom
$463M 5,755,561 +216,995 +4%
BA
20
BlackRock Advisors
Delaware
$453M 5,638,280 +847,518 +18%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$445M 5,537,518 -54,794 -1%
Capital World Investors
22
Capital World Investors
California
$406M 5,050,000 +1,120,000 +28%
Morgan Stanley
23
Morgan Stanley
New York
$393M 4,881,803 +510,330 +12%
TCIM
24
TIAA CREF Investment Management
New York
$386M 4,802,828 +527,268 +12%
LSV Asset Management
25
LSV Asset Management
Illinois
$350M 4,355,316 +290,265 +7%
1
2 3 4 5