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Phillips 66
PSX

Overview Fund Activity

1,535 hedge funds and large institutions have $34.3B invested in Phillips 66 in 2019 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 514 increasing their positions, 565 reducing their positions, and 55 closing their positions.

Holders
1,535
Holders Change
+148
Holders Change %
+10.67%
% of All Funds
30.31%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.26%
New
224
Increased
514
Reduced
565
Closed
55
Calls
$274M
Puts
$354M
Net Calls
-$80.4M
Net Calls Change
-$153M

Top Buyers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$763M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$214M
3
Truist Financial
3
Truist Financial
North Carolina
$182M
4
Goldman Sachs
4
Goldman Sachs
New York
$428M
5
DZ Bank
5
DZ Bank
Germany
$249M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$25.3M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$573M
4
BlackRock
4
BlackRock
New York
$3.39B
5
Deutsche Bank
5
Deutsche Bank
Germany
$239M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.27B 38,321,650 +200,996 +0.5%
BlackRock
2
BlackRock
New York
$3.39B 30,410,948 -798,276 -3%
State Street
3
State Street
Massachusetts
$2.52B 22,642,358 -85,034 -0.4%
Wells Fargo
4
Wells Fargo
California
$1.24B 11,093,756 +139,098 +1%
Aristotle Capital Management
5
Aristotle Capital Management
California
$763M 6,851,443 +2,484,791 +57%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$747M 6,701,293 -5,966,772 -47%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$717M 6,445,823 +232,813 +4%
Northern Trust
8
Northern Trust
Illinois
$652M 5,856,429 +222,087 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$645M 5,787,902 -500,013 -8%
Bank of America
10
Bank of America
North Carolina
$616M 5,532,241 -35,013 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$573M 5,143,024 -1,565,665 -23%
LSV Asset Management
12
LSV Asset Management
Illinois
$529M 4,748,650 +134,915 +3%
Norges Bank
13
Norges Bank
Norway
$506M 4,545,886 – –
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$444M 3,982,373 -317,523 -7%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$435M 3,902,411 +295,583 +8%
Goldman Sachs
16
Goldman Sachs
New York
$428M 3,841,191 +1,331,588 +53%
Legal & General Group
17
Legal & General Group
United Kingdom
$417M 3,741,767 -22,258 -0.6%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$389M 3,493,896 -40,068 -1%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$382M 3,429,230 +101,713 +3%
Morgan Stanley
20
Morgan Stanley
New York
$362M 3,245,463 +95,574 +3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$350M 3,143,496 -79,039 -2%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$277M 2,484,189 -137,816 -5%
EIP
23
Epoch Investment Partners
New York
$272M 2,442,373 -233,622 -9%
Charles Schwab
24
Charles Schwab
California
$267M 2,394,436 -15,077 -0.6%
UBS AM
25
UBS AM
Illinois
$264M 2,369,522 -104,347 -4%
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