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Phillips 66
PSX

Overview Fund Activity

1,125 hedge funds and large institutions have $15.2B invested in Phillips 66 in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 341 increasing their positions, 543 reducing their positions, and 202 closing their positions.

Holders
1,125
Holders Change
-141
Holders Change %
-11.14%
% of All Funds
22.76%
Holding in Top 10
3
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-75%
% of All Funds
0.06%
New
74
Increased
341
Reduced
543
Closed
202
Calls
$180M
Puts
$159M
Net Calls
+$21.1M
Net Calls Change
-$46.8M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$515M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$365M
4
BlackRock
4
BlackRock
New York
$1.58B
5
CVA
5
Ceredex Value Advisors
Florida
$50.6M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$15.9M
2
AL
2
AJO LP
Pennsylvania
$1.71M
3
Ameriprise
3
Ameriprise
Minnesota
$24.2M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$237M
5
Prudential Financial
5
Prudential Financial
New Jersey
$41.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B 44,438,502 +6,380,525 +17%
BlackRock
2
BlackRock
New York
$1.58B 30,418,422 +1,019,044 +3%
State Street
3
State Street
Massachusetts
$1.32B 25,436,492 +9,847 +0%
Wells Fargo
4
Wells Fargo
California
$605M 11,672,564 +81,872 +0.7%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$515M 9,941,254 +2,532,805 +34%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$433M 8,357,791 -80,723 -1%
Aristotle Capital Management
7
Aristotle Capital Management
California
$385M 7,432,566 +221,596 +3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$365M 6,997,564 +2,286,501 +49%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$328M 6,344,133 -42,574 -0.7%
Bank of America
10
Bank of America
North Carolina
$303M 5,838,757 -221,535 -4%
Northern Trust
11
Northern Trust
Illinois
$279M 5,386,844 -142,196 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$277M 5,335,456 -478,082 -8%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$237M 4,574,052 -858,971 -16%
LSV Asset Management
14
LSV Asset Management
Illinois
$230M 4,437,459 -316,042 -7%
Norges Bank
15
Norges Bank
Norway
$212M 4,095,315 -313,197 -7%
Morgan Stanley
16
Morgan Stanley
New York
$211M 4,065,585 +825,030 +25%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$202M 3,905,320 -310,717 -7%
UBS Group
18
UBS Group
Switzerland
$180M 3,465,797 +686,402 +25%
Legal & General Group
19
Legal & General Group
United Kingdom
$170M 3,280,742 -145,285 -4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$165M 3,181,270 -29,961 -0.9%
Charles Schwab
21
Charles Schwab
California
$125M 2,407,591 -937 -0%
PPA
22
Parametric Portfolio Associates
Washington
$123M 2,371,180 +281,485 +13%
EVM
23
Eaton Vance Management
Massachusetts
$118M 2,282,540 -217,091 -9%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$116M 2,231,425 +234,454 +12%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$110M 2,114,117 +513,834 +32%
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