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Phillips 66
PSX

Overview Fund Activity

1,115 hedge funds and large institutions have $30B invested in Phillips 66 in 2017 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 377 increasing their positions, 463 reducing their positions, and 67 closing their positions.

Holders
1,115
Holders Change
+3
Holders Change %
+0.27%
% of All Funds
27.84%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.37%
New
80
Increased
377
Reduced
463
Closed
67
Calls
$339M
Puts
$226M
Net Calls
+$114M
Net Calls Change
+$266M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$622M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$456M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$120M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B
5
Millennium Management
5
Millennium Management
New York
$84M

Top Sellers

1
NEAM
1
New England Asset Management
Connecticut
$0
2
LSV Asset Management
2
LSV Asset Management
Illinois
$61.5M
3
State Street
3
State Street
Massachusetts
$1.92B
4
Morgan Stanley
4
Morgan Stanley
New York
$328M
5
Prudential Financial
5
Prudential Financial
New Jersey
$63.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$6.67B 80,689,892 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.63B 31,826,155 +130,653 +0.4%
BlackRock
3
BlackRock
New York
$2.32B 28,025,035 +203,138 +0.7%
State Street
4
State Street
Massachusetts
$1.92B 23,256,316 -829,587 -3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.27B 15,341,160 +991,345 +7%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$778M 9,409,223 -11,159 -0.1%
Wells Fargo
7
Wells Fargo
California
$696M 8,422,039 +71,098 +0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$622M 7,520,743 +2,036,258 +37%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$530M 6,415,444 -294,380 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$456M 5,510,593 +1,433,237 +35%
Northern Trust
11
Northern Trust
Illinois
$410M 4,958,784 -407,268 -8%
Norges Bank
12
Norges Bank
Norway
$391M 4,725,445 -330,229 -7%
O
13
OppenheimerFunds
New York
$390M 4,715,361 +114,613 +2%
Bank of America
14
Bank of America
North Carolina
$352M 4,261,067 -226,238 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$341M 4,131,848 +10,851 +0.3%
Morgan Stanley
16
Morgan Stanley
New York
$328M 3,968,416 -764,557 -16%
Goldman Sachs
17
Goldman Sachs
New York
$309M 3,739,274 +576,068 +18%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$303M 3,669,394 -602,104 -14%
Aristotle Capital Management
19
Aristotle Capital Management
California
$289M 3,490,712 +154,664 +5%
Boston Partners
20
Boston Partners
Massachusetts
$256M 3,096,129 -79,233 -2%
Legal & General Group
21
Legal & General Group
United Kingdom
$226M 2,735,949 -89,342 -3%
Capital World Investors
22
Capital World Investors
California
$200M 2,420,000 – –
SBAM
23
Santa Barbara Asset Management
California
$183M 2,207,848 -2,503 -0.1%
Charles Schwab
24
Charles Schwab
California
$159M 1,921,616 +129,917 +7%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$157M 1,895,195 -515,055 -21%
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