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Phillips 66
PSX

Overview Fund Activity

1,276 hedge funds and large institutions have $36.8B invested in Phillips 66 in 2017 Q4 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 476 reducing their positions, and 50 closing their positions.

Holders
1,276
Holders Change
+131
Holders Change %
+11.44%
% of All Funds
28.98%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.43%
New
193
Increased
383
Reduced
476
Closed
50
Calls
$322M
Puts
$382M
Net Calls
-$60M
Net Calls Change
-$108M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.61B
2
EIP
2
Epoch Investment Partners
New York
$188M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$117M
4
BCM
4
Bridgeway Capital Management
Texas
$44.6M
5
State Street
5
State Street
Massachusetts
$2.3B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$412M
2
O
2
OppenheimerFunds
New York
$38.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$805M
4
First Eagle Investment Management
4
First Eagle Investment Management
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$8.16B 80,689,892 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.23B 31,919,497 +112,423 +0.4%
BlackRock
3
BlackRock
New York
$2.79B 27,591,121 +119,373 +0.4%
State Street
4
State Street
Massachusetts
$2.3B 22,705,047 +375,788 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.61B 15,884,985 +4,622,252 +41%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B 14,387,065 -898,288 -6%
Wells Fargo
7
Wells Fargo
California
$846M 8,363,408 -18,304 -0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$805M 7,960,863 -1,291,013 -14%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$718M 7,098,574 +260,478 +4%
Goldman Sachs
10
Goldman Sachs
New York
$526M 5,201,530 +313,686 +6%
Northern Trust
11
Northern Trust
Illinois
$518M 5,120,735 -11,789 -0.2%
Norges Bank
12
Norges Bank
Norway
$464M 4,588,662 -136,783 -3%
Bank of America
13
Bank of America
North Carolina
$441M 4,357,196 -628,410 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$431M 4,266,192 +114,191 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$412M 4,071,761 -1,859,729 -31%
Morgan Stanley
16
Morgan Stanley
New York
$370M 3,659,982 +107,742 +3%
Aristotle Capital Management
17
Aristotle Capital Management
California
$363M 3,592,122 +109,297 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$320M 3,160,255 -197,411 -6%
Legal & General Group
19
Legal & General Group
United Kingdom
$274M 2,709,608 -59,639 -2%
Boston Partners
20
Boston Partners
Massachusetts
$271M 2,680,137 -427,602 -14%
Capital World Investors
21
Capital World Investors
California
$245M 2,420,000 – –
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$233M 2,307,128 +311,975 +16%
SBAM
23
Santa Barbara Asset Management
California
$223M 2,207,300 -11,282 -0.5%
Charles Schwab
24
Charles Schwab
California
$204M 2,020,978 +54,755 +3%
EVM
25
Eaton Vance Management
Massachusetts
$200M 1,980,794 +321,404 +19%
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