PSX icon

Phillips 66
PSX

Overview Fund Activity

1,084 hedge funds and large institutions have $29.6B invested in Phillips 66 in 2016 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 414 increasing their positions, 441 reducing their positions, and 51 closing their positions.

Holders
1,084
Holders Change
-10
Holders Change %
-0.91%
% of All Funds
28.97%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.48%
New
55
Increased
414
Reduced
441
Closed
51
Calls
$444M
Puts
$277M
Net Calls
+$167M
Net Calls Change
+$179M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$739M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$6.5B
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$144M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$125M
5
NSLI
5
Nan Shan Life Insurance
Taiwan
$149M

Top Sellers

1
IAM
1
Iridian Asset Management
Connecticut
$82.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$626M
3
First Eagle Investment Management
3
First Eagle Investment Management
New York
$115M
4
Wells Fargo
4
Wells Fargo
California
$636M
5
RCM
5
Riverhead Capital Management
Delaware
$758K
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.5B 80,689,892 +1,907,892 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B 30,367,373 -99,969 -0.3%
State Street
3
State Street
Massachusetts
$1.8B 22,375,588 -429,535 -2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.15B 14,309,762 -252,936 -2%
BIT
5
BlackRock Institutional Trust
California
$979M 12,160,016 -241,205 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$739M 9,180,213 +2,099,344 +30%
Wells Fargo
7
Wells Fargo
California
$636M 7,895,081 -747,647 -9%
Boston Partners
8
Boston Partners
Massachusetts
$626M 7,766,198 -2,077,724 -21%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$577M 7,164,585 -645,453 -8%
BFA
10
BlackRock Fund Advisors
California
$570M 7,072,770 -36,797 -0.5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$517M 6,413,328 -305,451 -5%
Northern Trust
12
Northern Trust
Illinois
$416M 5,169,750 -119,446 -2%
Norges Bank
13
Norges Bank
Norway
$415M 5,396,303 +76,001 +1%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$411M 5,105,739 -40,185 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$402M 4,989,675 +283,861 +6%
BG
16
BlackRock Group
United Kingdom
$373M 4,631,281 -319,577 -6%
LSV Asset Management
17
LSV Asset Management
Illinois
$329M 4,078,747 -92,670 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$323M 4,022,173 +101,002 +3%
Capital World Investors
19
Capital World Investors
California
$313M 3,889,488 – –
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$305M 3,784,467 -225,326 -6%
Deutsche Bank
21
Deutsche Bank
Germany
$295M 3,660,510 +308,769 +9%
Bank of America
22
Bank of America
North Carolina
$280M 3,479,552 -514,645 -13%
Aristotle Capital Management
23
Aristotle Capital Management
California
$248M 3,083,350 +33,025 +1%
Goldman Sachs
24
Goldman Sachs
New York
$229M 2,836,903 +466,448 +20%
Legal & General Group
25
Legal & General Group
United Kingdom
$223M 2,771,445 +61,114 +2%
1
2 3 4 5