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Phillips 66
PSX

Overview Fund Activity

1,354 hedge funds and large institutions have $29.3B invested in Phillips 66 in 2019 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 515 increasing their positions, 525 reducing their positions, and 103 closing their positions.

Holders
1,354
Holders Change
-45
Holders Change %
-3.22%
% of All Funds
29.45%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.17%
New
77
Increased
515
Reduced
525
Closed
103
Calls
$320M
Puts
$242M
Net Calls
+$77.9M
Net Calls Change
-$15.1M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$350M
2
Wells Fargo
2
Wells Fargo
California
$1.02B
3
EIP
3
Epoch Investment Partners
New York
$267M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.41B
5
WRF
5
Waddell & Reed Financial
Kansas
$141M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$648M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$170M
3
Goldman Sachs
3
Goldman Sachs
New York
$354M
4
Deutsche Bank
4
Deutsche Bank
Germany
$244M
5
APG Asset Management
5
APG Asset Management
Netherlands
$130M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.41B 36,451,696 +1,172,468 +3%
BlackRock
2
BlackRock
New York
$2.85B 30,441,257 -253,291 -0.8%
State Street
3
State Street
Massachusetts
$2.03B 21,662,834 -5,242 -0%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B 13,912,034 -347,842 -2%
Wells Fargo
5
Wells Fargo
California
$1.02B 10,863,480 +1,790,537 +20%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$648M 6,926,884 -2,296,797 -25%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$617M 6,598,932 -103,550 -2%
Northern Trust
8
Northern Trust
Illinois
$530M 5,666,695 -29,286 -0.5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$529M 5,671,093 +70,145 +1%
Berkshire Hathaway
10
Berkshire Hathaway
Nebraska
$519M 5,552,715 – –
Bank of America
11
Bank of America
North Carolina
$512M 5,478,510 -167,723 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$448M 4,882,918 +463,870 +10%
LSV Asset Management
13
LSV Asset Management
Illinois
$440M 4,701,505 +112,310 +2%
Norges Bank
14
Norges Bank
Norway
$420M 4,489,341 – –
Aristotle Capital Management
15
Aristotle Capital Management
California
$412M 4,404,855 +39,943 +0.9%
Goldman Sachs
16
Goldman Sachs
New York
$354M 3,785,765 -1,268,809 -25%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$350M 3,744,797 +3,650,256 +3,861%
Legal & General Group
18
Legal & General Group
United Kingdom
$346M 3,703,524 +301,929 +9%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$340M 3,630,988 -127,304 -3%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$329M 3,516,051 +416,446 +13%
Morgan Stanley
21
Morgan Stanley
New York
$295M 3,153,203 -205,858 -6%
EIP
22
Epoch Investment Partners
New York
$267M 2,855,168 +1,270,120 +80%
Deutsche Bank
23
Deutsche Bank
Germany
$244M 2,605,031 -912,218 -26%
EVM
24
Eaton Vance Management
Massachusetts
$236M 2,525,306 +54,745 +2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$221M 2,365,043 +164,262 +7%
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