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Phillips 66
PSX

Overview Fund Activity

1,355 hedge funds and large institutions have $27.8B invested in Phillips 66 in 2018 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 517 increasing their positions, 465 reducing their positions, and 171 closing their positions.

Holders
1,355
Holders Change
-29
Holders Change %
-2.1%
% of All Funds
30.24%
Holding in Top 10
16
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-38.46%
% of All Funds
0.36%
New
152
Increased
517
Reduced
465
Closed
171
Calls
$232M
Puts
$221M
Net Calls
+$10.5M
Net Calls Change
-$75.5M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B
2
LSV Asset Management
2
LSV Asset Management
Illinois
$276M
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.18B
4
Millennium Management
4
Millennium Management
New York
$184M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$202M

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$1.02B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$99.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$970M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$12.3M
5
BlackRock
5
BlackRock
New York
$2.72B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B 34,907,647 +1,909,080 +6%
BlackRock
2
BlackRock
New York
$2.72B 31,606,617 -1,497,186 -5%
State Street
3
State Street
Massachusetts
$1.88B 21,845,493 -175,309 -0.8%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.18B 13,645,296 +958,545 +8%
Berkshire Hathaway
5
Berkshire Hathaway
Nebraska
$1.02B 11,895,842 -3,537,182 -23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$970M 11,260,757 -3,099,365 -22%
Wells Fargo
7
Wells Fargo
California
$724M 8,402,434 -65,967 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$573M 6,647,531 +218,018 +3%
Northern Trust
9
Northern Trust
Illinois
$486M 5,647,044 +177,049 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$463M 5,386,724 +396,796 +8%
Bank of America
11
Bank of America
North Carolina
$436M 5,066,568 +247,029 +5%
Goldman Sachs
12
Goldman Sachs
New York
$388M 4,501,988 -661,804 -13%
Norges Bank
13
Norges Bank
Norway
$387M 4,489,341 -27,945 -0.6%
Aristotle Capital Management
14
Aristotle Capital Management
California
$370M 4,290,608 +91,098 +2%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$337M 3,909,198 -73,318 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$333M 3,860,686 +414,894 +12%
Morgan Stanley
17
Morgan Stanley
New York
$301M 3,493,816 +48,120 +1%
Deutsche Bank
18
Deutsche Bank
Germany
$296M 3,436,017 +10,430 +0.3%
LSV Asset Management
19
LSV Asset Management
Illinois
$276M 3,201,428 +1,575,744 +97%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$262M 3,044,917 +45,149 +2%
Legal & General Group
21
Legal & General Group
United Kingdom
$247M 2,868,515 +241,481 +9%
EVM
22
Eaton Vance Management
Massachusetts
$218M 2,531,600 +607,284 +32%
AllianceBernstein
23
AllianceBernstein
Tennessee
$202M 2,348,775 +781,061 +50%
AL
24
AJO LP
Pennsylvania
$200M 2,324,928 +77,255 +3%
APG Asset Management
25
APG Asset Management
Netherlands
$197M 2,610,596 +412,400 +19%
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