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Phillips 66
PSX

Overview Fund Activity

1,218 hedge funds and large institutions have $16B invested in Phillips 66 in 2020 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 414 increasing their positions, 587 reducing their positions, and 384 closing their positions.

Holders
1,218
Holders Change
-317
Holders Change %
-20.65%
% of All Funds
26.91%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.24%
New
87
Increased
414
Reduced
587
Closed
384
Calls
$143M
Puts
$115M
Net Calls
+$28.3M
Net Calls Change
+$109M

Top Buyers

1
State Street
1
State Street
Massachusetts
$1.31B
2
BlackRock
2
BlackRock
New York
$1.7B
3
Victory Capital Management
3
Victory Capital Management
Texas
$102M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.1B
5
EVM
5
Eaton Vance Management
Massachusetts
$164M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$94M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$47.5M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$97.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.1B 39,167,902 +846,252 +2%
BlackRock
2
BlackRock
New York
$1.7B 31,599,517 +1,188,569 +4%
State Street
3
State Street
Massachusetts
$1.31B 24,392,064 +1,749,706 +8%
Wells Fargo
4
Wells Fargo
California
$609M 11,348,968 +255,212 +2%
Aristotle Capital Management
5
Aristotle Capital Management
California
$377M 7,034,616 +183,173 +3%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$360M 6,702,995 +1,702 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$343M 6,407,321 -38,502 -0.6%
Bank of America
8
Bank of America
North Carolina
$309M 5,767,501 +235,260 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$307M 5,725,803 -62,099 -1%
Northern Trust
10
Northern Trust
Illinois
$306M 5,698,155 -158,274 -3%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$300M 5,593,093 +450,069 +9%
LSV Asset Management
12
LSV Asset Management
Illinois
$248M 4,620,420 -128,230 -3%
Norges Bank
13
Norges Bank
Norway
$238M 4,438,865 -107,021 -2%
Legal & General Group
14
Legal & General Group
United Kingdom
$198M 3,677,220 -64,547 -2%
Nuveen Asset Management
15
Nuveen Asset Management
Illinois
$190M 3,533,781 +104,551 +3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$187M 3,477,565 -16,331 -0.5%
EVM
17
Eaton Vance Management
Massachusetts
$164M 3,035,849 +797,159 +36%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$163M 3,042,132 -860,279 -22%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$144M 2,674,858 -1,307,515 -33%
Morgan Stanley
20
Morgan Stanley
New York
$140M 2,618,130 -627,333 -19%
Sumitomo Mitsui Trust Group
21
Sumitomo Mitsui Trust Group
Japan
$138M 2,569,706 +551,321 +27%
Charles Schwab
22
Charles Schwab
California
$133M 2,481,260 +86,824 +4%
UBS AM
23
UBS AM
Illinois
$126M 2,347,907 -21,615 -0.9%
PPA
24
Parametric Portfolio Associates
Washington
$113M 2,110,745 -74,562 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$113M 2,098,020 +619,884 +42%
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