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Phillips 66
PSX

Overview Fund Activity

1,228 hedge funds and large institutions have $21.1B invested in Phillips 66 in 2020 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 355 increasing their positions, 514 reducing their positions, and 95 closing their positions.

Holders
1,228
Holders Change
+103
Holders Change %
+9.16%
% of All Funds
21.79%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.14%
New
212
Increased
355
Reduced
514
Closed
95
Calls
$373M
Puts
$253M
Net Calls
+$120M
Net Calls Change
+$98.5M

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$564M
3
BlackRock
3
BlackRock
New York
$2.3B
4
Ameriprise
4
Ameriprise
Minnesota
$202M
5
State Street
5
State Street
Massachusetts
$1.87B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$317M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.99B
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$52.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$67.6M
5
CVA
5
Ceredex Value Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.99B 42,759,263 -1,679,239 -4%
BlackRock
2
BlackRock
New York
$2.3B 32,908,454 +2,490,032 +8%
State Street
3
State Street
Massachusetts
$1.87B 26,680,953 +1,244,461 +5%
Wells Fargo
4
Wells Fargo
California
$1.08B 15,399,949 +3,727,385 +32%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$745M 10,648,756 +707,502 +7%
Barrow, Hanley, Mewhinney & Strauss
6
Barrow, Hanley, Mewhinney & Strauss
Texas
$629M 8,995,321 +637,530 +8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$564M 8,061,017 +3,486,965 +76%
Aristotle Capital Management
8
Aristotle Capital Management
California
$528M 7,551,049 +118,483 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$434M 6,230,118 -114,015 -2%
Bank of America
10
Bank of America
North Carolina
$396M 5,662,484 -176,273 -3%
Northern Trust
11
Northern Trust
Illinois
$362M 5,170,977 -215,867 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$344M 4,918,927 -416,529 -8%
Morgan Stanley
13
Morgan Stanley
New York
$322M 4,602,553 +536,968 +13%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$317M 4,525,788 -2,471,776 -35%
Norges Bank
15
Norges Bank
Norway
$296M 4,230,160 +134,845 +3%
LSV Asset Management
16
LSV Asset Management
Illinois
$280M 4,007,622 -429,837 -10%
UBS Group
17
UBS Group
Switzerland
$252M 3,600,624 +134,827 +4%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$243M 3,475,360 -429,960 -11%
Legal & General Group
19
Legal & General Group
United Kingdom
$231M 3,305,216 +24,474 +0.7%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$224M 3,200,710 +19,440 +0.6%
Ameriprise
21
Ameriprise
Minnesota
$202M 2,890,851 +2,427,729 +524%
Charles Schwab
22
Charles Schwab
California
$177M 2,524,419 +116,828 +5%
Invesco
23
Invesco
Georgia
$165M 2,360,150 +401,180 +20%
EVM
24
Eaton Vance Management
Massachusetts
$159M 2,271,523 -11,017 -0.5%
AAMU
25
Amundi Asset Management US
Massachusetts
$156M 2,236,284 +1,053,999 +89%
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