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Phillips 66
PSX

Overview Fund Activity

1,266 hedge funds and large institutions have $21B invested in Phillips 66 in 2020 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 390 increasing their positions, 556 reducing their positions, and 120 closing their positions.

Holders
1,266
Holders Change
+48
Holders Change %
+3.94%
% of All Funds
26.03%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.25%
New
174
Increased
390
Reduced
556
Closed
120
Calls
$227M
Puts
$159M
Net Calls
+$67.9M
Net Calls Change
+$39.6M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$533M
2
UBS Group
2
UBS Group
Switzerland
$200M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$339M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M
5
State Street
5
State Street
Massachusetts
$1.83B

Top Sellers

1
BlackRock
1
BlackRock
New York
$2.11B
2
First Trust Advisors
2
First Trust Advisors
Illinois
$30.7M
3
DZ Bank
3
DZ Bank
Germany
$19.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.74B
5
Deutsche Bank
5
Deutsche Bank
Germany
$76.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.74B 38,057,977 -1,109,925 -3%
BlackRock
2
BlackRock
New York
$2.11B 29,399,378 -2,200,139 -7%
State Street
3
State Street
Massachusetts
$1.83B 25,426,645 +1,034,581 +4%
Wells Fargo
4
Wells Fargo
California
$833M 11,590,692 +241,724 +2%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$607M 8,438,514 +1,735,519 +26%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$533M 7,408,449 +4,366,317 +144%
Aristotle Capital Management
7
Aristotle Capital Management
California
$518M 7,210,970 +176,354 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$458M 6,386,707 -20,614 -0.3%
Bank of America
9
Bank of America
North Carolina
$436M 6,060,292 +292,791 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$418M 5,813,538 +87,735 +2%
Northern Trust
11
Northern Trust
Illinois
$398M 5,529,040 -169,115 -3%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$391M 5,433,023 -160,070 -3%
LSV Asset Management
13
LSV Asset Management
Illinois
$342M 4,753,501 +133,081 +3%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$339M 4,711,063 +2,036,205 +76%
Norges Bank
15
Norges Bank
Norway
$317M 4,408,512 -30,353 -0.7%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$303M 4,216,037 +682,256 +19%
Legal & General Group
17
Legal & General Group
United Kingdom
$246M 3,426,027 -251,193 -7%
Morgan Stanley
18
Morgan Stanley
New York
$233M 3,240,555 +622,425 +24%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$231M 3,211,231 -266,334 -8%
UBS Group
20
UBS Group
Switzerland
$200M 2,779,395 +2,079,173 +297%
EVM
21
Eaton Vance Management
Massachusetts
$180M 2,499,631 -536,218 -18%
Charles Schwab
22
Charles Schwab
California
$173M 2,408,528 -72,732 -3%
PPA
23
Parametric Portfolio Associates
Washington
$150M 2,089,695 -21,050 -1%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$144M 1,996,971 -572,735 -22%
UBS AM
25
UBS AM
Illinois
$137M 1,907,950 -439,957 -19%
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