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Phillips 66
PSX

Overview Fund Activity

1,280 hedge funds and large institutions have $31.5B invested in Phillips 66 in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 444 increasing their positions, 507 reducing their positions, and 88 closing their positions.

Holders
1,280
Holders Change
+4
Holders Change %
+0.31%
% of All Funds
29.38%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.3%
New
104
Increased
444
Reduced
507
Closed
88
Calls
$325M
Puts
$214M
Net Calls
+$111M
Net Calls Change
+$171M

Top Buyers

1
EVM
1
Eaton Vance Management
Massachusetts
$389M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.17B
3
Prudential Financial
3
Prudential Financial
New Jersey
$125M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$80.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$50.6M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.38B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.27B
3
Boston Partners
3
Boston Partners
Massachusetts
$103M
4
State Street
4
State Street
Massachusetts
$2.07B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$696M
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$4.38B 45,689,892 -35,000,000 -43%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.17B 33,076,422 +1,156,925 +4%
BlackRock
3
BlackRock
New York
$2.59B 26,952,623 -638,498 -2%
State Street
4
State Street
Massachusetts
$2.07B 21,618,235 -1,086,812 -5%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.4B 14,617,647 +230,582 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.27B 13,211,520 -2,673,465 -17%
Wells Fargo
7
Wells Fargo
California
$812M 8,462,731 +99,323 +1%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$696M 7,256,551 -704,312 -9%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$655M 6,831,753 -266,821 -4%
Goldman Sachs
10
Goldman Sachs
New York
$531M 5,531,221 +329,691 +6%
Northern Trust
11
Northern Trust
Illinois
$507M 5,284,878 +164,143 +3%
Bank of America
12
Bank of America
North Carolina
$453M 4,720,258 +363,062 +8%
Norges Bank
13
Norges Bank
Norway
$435M 4,537,982 -50,680 -1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$420M 4,385,805 +119,613 +3%
EVM
15
Eaton Vance Management
Massachusetts
$389M 4,054,978 +2,074,184 +105%
Morgan Stanley
16
Morgan Stanley
New York
$379M 3,955,520 +295,538 +8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$370M 3,862,066 -209,695 -5%
Aristotle Capital Management
18
Aristotle Capital Management
California
$370M 3,855,668 +263,546 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$296M 3,081,967 -78,288 -2%
Legal & General Group
20
Legal & General Group
United Kingdom
$247M 2,571,607 -138,001 -5%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$221M 2,300,332 -6,796 -0.3%
Capital World Investors
22
Capital World Investors
California
$218M 2,270,000 -150,000 -6%
SBAM
23
Santa Barbara Asset Management
California
$213M 2,222,857 +15,557 +0.7%
Charles Schwab
24
Charles Schwab
California
$196M 2,047,606 +26,628 +1%
ClearBridge Investments
25
ClearBridge Investments
New York
$188M 1,961,363 +313,120 +19%
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