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Phillips 66
PSX

Overview Fund Activity

1,318 hedge funds and large institutions have $26.3B invested in Phillips 66 in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 499 increasing their positions, 453 reducing their positions, and 71 closing their positions.

Holders
1,318
Holders Change
+53
Holders Change %
+4.19%
% of All Funds
23.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
135
Increased
499
Reduced
453
Closed
71
Calls
$327M
Puts
$235M
Net Calls
+$92.3M
Net Calls Change
-$83.5M

Top Buyers

1
Amundi
1
Amundi
France
$209M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$638M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$520M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Bank of America
5
Bank of America
North Carolina
$609M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$195M
4
Wells Fargo
4
Wells Fargo
California
$1.28B
5
RP
5
RR Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.71B 43,181,322 +231,139 +0.5%
BlackRock
2
BlackRock
New York
$2.92B 34,064,275 +649,223 +2%
State Street
3
State Street
Massachusetts
$2.54B 29,583,596 +501,467 +2%
Wells Fargo
4
Wells Fargo
California
$1.28B 14,937,672 -764,568 -5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$887M 10,332,648 -298,274 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$737M 8,588,249 -317,340 -4%
Aristotle Capital Management
7
Aristotle Capital Management
California
$733M 8,540,451 +246,369 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$638M 7,459,489 +1,109,917 +17%
Barrow, Hanley, Mewhinney & Strauss
9
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M 7,223,859 -1,444,007 -17%
Bank of America
10
Bank of America
North Carolina
$609M 7,101,197 +536,126 +8%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$520M 6,055,599 +804,048 +15%
Northern Trust
12
Northern Trust
Illinois
$437M 5,095,774 -48,670 -0.9%
Norges Bank
13
Norges Bank
Norway
$374M 4,352,646 -140,173 -3%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$372M 4,335,006 +255,687 +6%
UBS Group
15
UBS Group
Switzerland
$351M 4,095,010 +179,540 +5%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$327M 3,810,277 +217,575 +6%
Morgan Stanley
17
Morgan Stanley
New York
$295M 3,431,904 -958,222 -22%
Legal & General Group
18
Legal & General Group
United Kingdom
$284M 3,314,264 +91,381 +3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$282M 3,284,978 +6,902 +0.2%
Invesco
20
Invesco
Georgia
$258M 3,007,857 +424,923 +16%
Ameriprise
21
Ameriprise
Minnesota
$253M 2,950,004 +34,092 +1%
PPA
22
Parametric Portfolio Associates
Washington
$248M 2,890,661 -12,365 -0.4%
Charles Schwab
23
Charles Schwab
California
$237M 2,759,341 +160,119 +6%
Amundi
24
Amundi
France
$209M 2,439,230 +2,439,230 New
LSV Asset Management
25
LSV Asset Management
Illinois
$195M 2,269,194 -781,668 -26%
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