PSX icon

Phillips 66
PSX

Overview Fund Activity

1,062 hedge funds and large institutions have $30.2B invested in Phillips 66 in 2015 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 426 reducing their positions, and 77 closing their positions.

Holders
1,062
Holders Change
+24
Holders Change %
+2.31%
% of All Funds
28.33%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.59%
New
116
Increased
355
Reduced
426
Closed
77
Calls
$408M
Puts
$244M
Net Calls
+$163M
Net Calls Change
-$29M

Top Buyers

1
First Eagle Investment Management
1
First Eagle Investment Management
New York
$407M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$612M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.56B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B
5
Wells Fargo
5
Wells Fargo
California
$593M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$416M
2
JHIU
2
Janus Henderson Investors US
Colorado
$281M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$96.9M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$984M
5
TCIM
5
TIAA CREF Investment Management
New York
$220M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B 32,569,458 +2,715,118 +9%
State Street
2
State Street
Massachusetts
$2.08B 26,427,342 -711,926 -3%
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B 18,137,920 +1,860,124 +11%
BIT
4
BlackRock Institutional Trust
California
$1.18B 14,980,116 +1,084 +0%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$984M 12,520,766 -1,289,157 -9%
WRF
6
Waddell & Reed Financial
Kansas
$881M 11,214,038 -741,633 -6%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$857M 10,906,509 -1,065,192 -9%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$847M 10,775,470 -99,688 -0.9%
Boston Partners
9
Boston Partners
Massachusetts
$767M 9,761,720 -93,222 -0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$612M 7,792,511 +2,999,701 +63%
Wells Fargo
11
Wells Fargo
California
$593M 7,545,068 +1,477,725 +24%
Berkshire Hathaway
12
Berkshire Hathaway
Nebraska
$589M 7,499,450 +931,850 +14%
BFA
13
BlackRock Fund Advisors
California
$579M 7,370,420 +219,888 +3%
Northern Trust
14
Northern Trust
Illinois
$521M 6,629,591 -260,681 -4%
BG
15
BlackRock Group
United Kingdom
$506M 6,436,460 -69,418 -1%
BA
16
BlackRock Advisors
Delaware
$446M 5,676,910 -410,444 -7%
Deutsche Bank
17
Deutsche Bank
Germany
$430M 5,465,718 +437,655 +9%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$416M 5,287,355 -2,485,781 -32%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$407M 5,178,462 +3,932,182 +316%
IAM
20
Iridian Asset Management
Connecticut
$396M 5,035,701 +684,951 +16%
Norges Bank
21
Norges Bank
Norway
$364M 4,629,796 +250,876 +6%
LSV Asset Management
22
LSV Asset Management
Illinois
$352M 4,484,571 -82,595 -2%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$337M 4,299,432 +224,965 +6%
Morgan Stanley
24
Morgan Stanley
New York
$329M 4,181,241 +764,436 +22%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$316M 4,021,077 -594,146 -13%
1
2 3 4 5