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Phillips 66
PSX

Overview Fund Activity

1,145 hedge funds and large institutions have $33.3B invested in Phillips 66 in 2017 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 367 increasing their positions, 476 reducing their positions, and 47 closing their positions.

Holders
1,145
Holders Change
+30
Holders Change %
+2.69%
% of All Funds
28.59%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.42%
New
86
Increased
367
Reduced
476
Closed
47
Calls
$309M
Puts
$261M
Net Calls
+$48.4M
Net Calls Change
-$65.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.03B
2
Goldman Sachs
2
Goldman Sachs
New York
$448M
3
AL
3
AJO LP
Pennsylvania
$100M
4
Bank of America
4
Bank of America
North Carolina
$457M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$59.4M

Top Sellers

1
O
1
OppenheimerFunds
New York
$170M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$0
3
State Street
3
State Street
Massachusetts
$2.05B
4
CIC
4
Chilton Investment Company
Connecticut
$2.38M
5
BlackRock
5
BlackRock
New York
$2.52B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$7.39B 80,689,892 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.91B 31,807,074 -19,081 -0.1%
BlackRock
3
BlackRock
New York
$2.52B 27,471,748 -553,287 -2%
State Street
4
State Street
Massachusetts
$2.05B 22,329,259 -927,057 -4%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.4B 15,285,353 -55,807 -0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.03B 11,262,733 +3,741,990 +50%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$848M 9,251,876 -157,347 -2%
Wells Fargo
8
Wells Fargo
California
$768M 8,381,712 -40,327 -0.5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$626M 6,838,096 +422,652 +7%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$544M 5,931,490 +420,897 +8%
Northern Trust
11
Northern Trust
Illinois
$470M 5,132,524 +173,740 +4%
Bank of America
12
Bank of America
North Carolina
$457M 4,985,606 +724,539 +17%
Goldman Sachs
13
Goldman Sachs
New York
$448M 4,887,844 +1,148,570 +31%
Norges Bank
14
Norges Bank
Norway
$433M 4,725,445 – –
Geode Capital Management
15
Geode Capital Management
Massachusetts
$380M 4,152,001 +20,153 +0.5%
Morgan Stanley
16
Morgan Stanley
New York
$325M 3,552,240 -416,176 -10%
Aristotle Capital Management
17
Aristotle Capital Management
California
$319M 3,482,825 -7,887 -0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$308M 3,357,666 -311,728 -8%
Boston Partners
19
Boston Partners
Massachusetts
$285M 3,107,739 +11,610 +0.4%
Legal & General Group
20
Legal & General Group
United Kingdom
$254M 2,769,247 +33,298 +1%
Capital World Investors
21
Capital World Investors
California
$222M 2,420,000 – –
SBAM
22
Santa Barbara Asset Management
California
$203M 2,218,582 +10,734 +0.5%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$183M 1,995,153 +543,653 +37%
Charles Schwab
24
Charles Schwab
California
$180M 1,966,223 +44,607 +2%
O
25
OppenheimerFunds
New York
$170M 1,860,553 -2,854,808 -61%
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