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Phillips 66
PSX

Overview Fund Activity

1,384 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2018 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 531 increasing their positions, 478 reducing their positions, and 60 closing their positions.

Holders
1,384
Holders Change
+29
Holders Change %
+2.14%
% of All Funds
31.69%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.6%
New
99
Increased
531
Reduced
478
Closed
60
Calls
$364M
Puts
$278M
Net Calls
+$86M
Net Calls Change
+$84.9M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.73B
2
Deutsche Bank
2
Deutsche Bank
Germany
$386M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$183M
4
Prudential Financial
4
Prudential Financial
New Jersey
$220M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$111M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.74B
2
Capital World Investors
2
Capital World Investors
California
$27.1M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$449M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$388M
5
SBAM
5
Santa Barbara Asset Management
California
$164M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$3.73B 33,103,803 +3,956,900 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.72B 32,998,567 +885,979 +3%
State Street
3
State Street
Massachusetts
$2.48B 22,020,802 +836,469 +4%
Berkshire Hathaway
4
Berkshire Hathaway
Nebraska
$1.74B 15,433,024 -19,296,490 -56%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.62B 14,360,122 -39,965 -0.3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.43B 12,686,751 -329,027 -3%
Wells Fargo
7
Wells Fargo
California
$955M 8,468,401 +44,493 +0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$725M 6,429,513 +36,370 +0.6%
Northern Trust
9
Northern Trust
Illinois
$617M 5,469,995 -36,370 -0.7%
Goldman Sachs
10
Goldman Sachs
New York
$582M 5,163,792 +371,810 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$561M 4,989,928 +434,301 +10%
Bank of America
12
Bank of America
North Carolina
$543M 4,819,539 -256,639 -5%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$524M 4,647,965 -656,437 -12%
Norges Bank
14
Norges Bank
Norway
$509M 4,517,286 +2,535 +0.1%
Aristotle Capital Management
15
Aristotle Capital Management
California
$473M 4,199,510 +152,871 +4%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$449M 3,982,516 -1,299,392 -25%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$388M 3,445,792 -785,283 -19%
Morgan Stanley
18
Morgan Stanley
New York
$388M 3,445,696 +100,046 +3%
Deutsche Bank
19
Deutsche Bank
Germany
$386M 3,425,587 +1,233,520 +56%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$338M 2,999,768 -35,187 -1%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$297M 2,637,364 +933,642 +55%
Legal & General Group
22
Legal & General Group
United Kingdom
$296M 2,627,034 +205,070 +8%
AL
23
AJO LP
Pennsylvania
$253M 2,247,673 +85,900 +4%
Charles Schwab
24
Charles Schwab
California
$236M 2,096,003 +69,029 +3%
UBS AM
25
UBS AM
Illinois
$234M 2,077,805 +23,598 +1%
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