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Phillips 66
PSX

Overview Fund Activity

1,387 hedge funds and large institutions have $31.6B invested in Phillips 66 in 2019 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 512 increasing their positions, 518 reducing their positions, and 75 closing their positions.

Holders
1,387
Holders Change
+33
Holders Change %
+2.44%
% of All Funds
30.46%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.24%
New
116
Increased
512
Reduced
518
Closed
75
Calls
$281M
Puts
$208M
Net Calls
+$72.5M
Net Calls Change
-$5.42M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B
2
State Street
2
State Street
Massachusetts
$2.33B
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$330M
4
BlackRock
4
BlackRock
New York
$3.2B
5
Victory Capital Management
5
Victory Capital Management
Texas
$99.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$257M
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B
3
ClearBridge Investments
3
ClearBridge Investments
New York
$49.2M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$60.6M
5
USAA
5
United Services Automobile Association
Texas
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.9B 38,120,654 +1,668,958 +5%
BlackRock
2
BlackRock
New York
$3.2B 31,209,224 +767,967 +3%
State Street
3
State Street
Massachusetts
$2.33B 22,727,392 +1,064,558 +5%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.3B 12,668,065 -1,243,969 -9%
Wells Fargo
5
Wells Fargo
California
$1.12B 10,954,658 +91,178 +0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$687M 6,708,689 -218,195 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$644M 6,287,915 -311,017 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$635M 6,213,010 +541,917 +10%
Northern Trust
9
Northern Trust
Illinois
$577M 5,634,342 -32,353 -0.6%
Bank of America
10
Bank of America
North Carolina
$570M 5,567,254 +88,744 +2%
Berkshire Hathaway
11
Berkshire Hathaway
Nebraska
$531M 5,182,637 -370,078 -7%
LSV Asset Management
12
LSV Asset Management
Illinois
$472M 4,613,735 -87,770 -2%
Norges Bank
13
Norges Bank
Norway
$465M 4,545,886 +56,545 +1%
Aristotle Capital Management
14
Aristotle Capital Management
California
$447M 4,366,652 -38,203 -0.9%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$440M 4,299,896 -583,022 -12%
Legal & General Group
16
Legal & General Group
United Kingdom
$385M 3,764,025 +60,501 +2%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$369M 3,606,828 -24,160 -0.7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$362M 3,533,964 +17,913 +0.5%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$341M 3,327,517 -417,280 -11%
AllianceBernstein
20
AllianceBernstein
Tennessee
$330M 3,222,535 +857,492 +36%
Morgan Stanley
21
Morgan Stanley
New York
$323M 3,149,889 -3,314 -0.1%
Deutsche Bank
22
Deutsche Bank
Germany
$285M 2,779,576 +174,545 +7%
EIP
23
Epoch Investment Partners
New York
$274M 2,675,995 -179,173 -6%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$268M 2,622,005 +259,531 +11%
Goldman Sachs
25
Goldman Sachs
New York
$257M 2,509,603 -1,276,162 -34%
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