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Phillips 66
PSX

Overview Fund Activity

1,112 hedge funds and large institutions have $28.8B invested in Phillips 66 in 2017 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 402 increasing their positions, 470 reducing their positions, and 103 closing their positions.

Holders
1,112
Holders Change
-39
Holders Change %
-3.39%
% of All Funds
27.72%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.32%
New
74
Increased
402
Reduced
470
Closed
103
Calls
$294M
Puts
$446M
Net Calls
-$152M
Net Calls Change
-$118M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.2B
2
O
2
OppenheimerFunds
New York
$364M
3
NSLI
3
Nan Shan Life Insurance
Taiwan
$129M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$113M
5
NEAM
5
New England Asset Management
Connecticut
$104M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$252M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$434M
3
Capital World Investors
3
Capital World Investors
California
$192M
4
IAM
4
Iridian Asset Management
Connecticut
$0
5
HFA
5
Harvest Fund Advisors
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.39B 80,689,892 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.51B 31,695,502 +780,469 +3%
BlackRock
3
BlackRock
New York
$2.2B 27,821,897 +26,676,647 +2,329%
State Street
4
State Street
Massachusetts
$1.91B 24,085,903 +921,895 +4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.14B 14,349,815 +585,176 +4%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$746M 9,420,382 +21,949 +0.2%
Wells Fargo
7
Wells Fargo
California
$662M 8,350,941 +82,652 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$532M 6,709,824 -50,684 -0.7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$434M 5,484,485 -1,668,645 -23%
Northern Trust
10
Northern Trust
Illinois
$425M 5,366,052 +203,146 +4%
Norges Bank
11
Norges Bank
Norway
$401M 5,055,674 -327,178 -6%
Morgan Stanley
12
Morgan Stanley
New York
$375M 4,732,973 -502,024 -10%
O
13
OppenheimerFunds
New York
$364M 4,600,748 +3,943,299 +600%
Bank of America
14
Bank of America
North Carolina
$355M 4,487,305 +726,968 +19%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$338M 4,271,498 -615,404 -13%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$326M 4,120,997 +311,900 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$323M 4,077,356 +349,320 +9%
Aristotle Capital Management
18
Aristotle Capital Management
California
$264M 3,336,048 +198,701 +6%
Boston Partners
19
Boston Partners
Massachusetts
$252M 3,175,362 -3,866,966 -55%
Goldman Sachs
20
Goldman Sachs
New York
$251M 3,163,206 +219,334 +7%
Legal & General Group
21
Legal & General Group
United Kingdom
$224M 2,825,291 +104,677 +4%
Capital World Investors
22
Capital World Investors
California
$192M 2,420,000 -1,649,488 -41%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$191M 2,410,250 +670,226 +39%
SBAM
24
Santa Barbara Asset Management
California
$175M 2,210,351 +459,120 +26%
RP
25
RR Partners
New York
$147M 1,856,972 -388,128 -17%
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