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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 468 increasing their positions, 503 reducing their positions, and 61 closing their positions.

Holders
1,355
Holders Change
+75
Holders Change %
+5.86%
% of All Funds
31.06%
Holding in Top 10
24
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+84.62%
% of All Funds
0.55%
New
144
Increased
468
Reduced
503
Closed
61
Calls
$296M
Puts
$295M
Net Calls
+$1.12M
Net Calls Change
-$110M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$596M
2
BlackRock
2
BlackRock
New York
$3.27B
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$184M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.62B
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$191M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B
2
EVM
2
Eaton Vance Management
Massachusetts
$208M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$593M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.61B
Name Market Value Shares Shares
Change 		Shares
Change %
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$3.9B 34,729,514 -10,960,378 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.61B 32,112,588 -963,834 -3%
BlackRock
3
BlackRock
New York
$3.27B 29,146,903 +2,194,280 +8%
State Street
4
State Street
Massachusetts
$2.38B 21,184,333 -433,902 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.62B 14,400,087 +1,188,567 +9%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46B 13,015,778 -1,601,869 -11%
Wells Fargo
7
Wells Fargo
California
$946M 8,423,908 -38,823 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$718M 6,393,143 -438,610 -6%
Northern Trust
9
Northern Trust
Illinois
$618M 5,506,365 +221,487 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$596M 5,304,402 +4,587,253 +640%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$593M 5,281,908 -1,974,643 -27%
Bank of America
12
Bank of America
North Carolina
$570M 5,076,178 +355,920 +8%
Goldman Sachs
13
Goldman Sachs
New York
$538M 4,791,982 -739,239 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$510M 4,555,627 +169,822 +4%
Norges Bank
15
Norges Bank
Norway
$507M 4,514,751 -23,231 -0.5%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$475M 4,231,075 +369,009 +10%
Aristotle Capital Management
17
Aristotle Capital Management
California
$454M 4,046,639 +190,971 +5%
Morgan Stanley
18
Morgan Stanley
New York
$376M 3,345,650 -609,870 -15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$341M 3,034,955 -47,012 -2%
Legal & General Group
20
Legal & General Group
United Kingdom
$272M 2,421,964 -149,643 -6%
Capital World Investors
21
Capital World Investors
California
$255M 2,270,000 – –
Deutsche Bank
22
Deutsche Bank
Germany
$246M 2,192,067 +248,022 +13%
SBAM
23
Santa Barbara Asset Management
California
$244M 2,169,274 -53,583 -2%
AL
24
AJO LP
Pennsylvania
$243M 2,161,773 +696,835 +48%
UBS AM
25
UBS AM
Illinois
$231M 2,054,207 +223,011 +12%
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