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Phillips 66
PSX

Overview Fund Activity

1,399 hedge funds and large institutions have $30.7B invested in Phillips 66 in 2019 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 556 increasing their positions, 503 reducing their positions, and 66 closing their positions.

Holders
1,399
Holders Change
+44
Holders Change %
+3.25%
% of All Funds
30.33%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.28%
New
124
Increased
556
Reduced
503
Closed
66
Calls
$258M
Puts
$165M
Net Calls
+$93M
Net Calls Change
+$82.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$437M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$315M
3
Wells Fargo
3
Wells Fargo
California
$863M
4
Neuberger Berman Group
4
Neuberger Berman Group
New York
$197M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B

Top Sellers

1
Berkshire Hathaway
1
Berkshire Hathaway
Nebraska
$528M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$878M
3
Millennium Management
3
Millennium Management
New York
$52.7M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Renaissance Technologies
5
Renaissance Technologies
New York
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.36B 35,279,228 +371,581 +1%
BlackRock
2
BlackRock
New York
$2.92B 30,694,548 -912,069 -3%
State Street
3
State Street
Massachusetts
$2.06B 21,668,076 -177,417 -0.8%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.36B 14,259,876 +614,580 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$878M 9,223,681 -2,037,076 -18%
Wells Fargo
6
Wells Fargo
California
$863M 9,072,943 +670,509 +8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$638M 6,702,482 +54,951 +0.8%
Northern Trust
8
Northern Trust
Illinois
$542M 5,695,981 +48,937 +0.9%
Bank of America
9
Bank of America
North Carolina
$537M 5,646,233 +579,665 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$532M 5,600,948 +214,224 +4%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$528M 5,552,715 -6,343,127 -53%
Goldman Sachs
12
Goldman Sachs
New York
$481M 5,054,574 +552,586 +12%
LSV Asset Management
13
LSV Asset Management
Illinois
$437M 4,589,195 +1,387,767 +43%
Norges Bank
14
Norges Bank
Norway
$427M 4,489,341 – –
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$421M 4,419,048 +558,362 +14%
Aristotle Capital Management
16
Aristotle Capital Management
California
$415M 4,364,912 +74,304 +2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$358M 3,758,292 -150,906 -4%
Deutsche Bank
18
Deutsche Bank
Germany
$335M 3,517,249 +81,232 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$324M 3,401,595 +533,080 +19%
Morgan Stanley
20
Morgan Stanley
New York
$320M 3,359,061 -134,755 -4%
AQR Capital Management
21
AQR Capital Management
Connecticut
$315M 3,332,763 +1,181,277 +55%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$295M 3,099,605 +54,688 +2%
EVM
23
Eaton Vance Management
Massachusetts
$235M 2,470,561 -61,039 -2%
AL
24
AJO LP
Pennsylvania
$222M 2,328,248 +3,320 +0.1%
APG Asset Management
25
APG Asset Management
Netherlands
$221M 2,612,596 +2,000 +0.1%
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