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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.5B 42,950,183 +190,920 +0.4%
BlackRock
2
BlackRock
New York
$2.72B 33,415,052 +506,598 +2%
State Street
3
State Street
Massachusetts
$2.37B 29,082,129 +2,401,176 +9%
Wells Fargo
4
Wells Fargo
California
$1.28B 15,702,240 +302,291 +2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$867M 10,630,922 -17,834 -0.2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$726M 8,905,589 +844,572 +10%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M 8,667,866 -327,455 -4%
Aristotle Capital Management
8
Aristotle Capital Management
California
$676M 8,294,082 +743,033 +10%
Bank of America
9
Bank of America
North Carolina
$535M 6,565,071 +902,587 +16%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$516M 6,349,572 +119,454 +2%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$428M 5,251,551 +725,763 +16%
Northern Trust
12
Northern Trust
Illinois
$419M 5,144,444 -26,533 -0.5%
Norges Bank
13
Norges Bank
Norway
$366M 4,492,819 +262,659 +6%
Morgan Stanley
14
Morgan Stanley
New York
$358M 4,390,126 -212,427 -5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$333M 4,079,319 -839,608 -17%
UBS Group
16
UBS Group
Switzerland
$319M 3,915,470 +314,846 +9%
Nuveen Asset Management
17
Nuveen Asset Management
Illinois
$293M 3,592,702 +117,342 +3%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$267M 3,278,076 +77,366 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$263M 3,222,883 -82,333 -2%
LSV Asset Management
20
LSV Asset Management
Illinois
$249M 3,050,862 -956,760 -24%
Ameriprise
21
Ameriprise
Minnesota
$238M 2,915,912 +25,061 +0.9%
PPA
22
Parametric Portfolio Associates
Washington
$237M 2,903,026 +946,562 +48%
Charles Schwab
23
Charles Schwab
California
$212M 2,599,222 +74,803 +3%
Invesco
24
Invesco
Georgia
$211M 2,582,934 +222,784 +9%
AAMU
25
Amundi Asset Management US
Massachusetts
$203M 2,494,017 +257,733 +12%
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