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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.61%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.02B 43,179,853 -1,469 -0%
BlackRock
2
BlackRock
New York
$2.31B 32,971,011 -1,093,264 -3%
State Street
3
State Street
Massachusetts
$2.09B 29,897,872 +314,276 +1%
Wells Fargo
4
Wells Fargo
California
$1.08B 15,384,730 +447,058 +3%
Aristotle Capital Management
5
Aristotle Capital Management
California
$614M 8,765,210 +224,759 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$535M 7,654,777 +195,288 +3%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$534M 7,626,638 +402,779 +6%
Bank of America
8
Bank of America
North Carolina
$508M 7,257,261 +156,064 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$505M 7,214,019 -1,374,230 -16%
Northern Trust
10
Northern Trust
Illinois
$345M 4,927,449 -168,325 -3%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$315M 4,501,994 -1,553,605 -26%
Barclays
12
Barclays
United Kingdom
$311M 4,443,094 +3,781,267 +571%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$306M 4,362,585 -5,970,063 -58%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$300M 4,284,798 -50,208 -1%
Morgan Stanley
15
Morgan Stanley
New York
$272M 3,877,915 +446,011 +13%
Norges Bank
16
Norges Bank
Norway
$270M 3,853,794 -498,852 -11%
Legal & General Group
17
Legal & General Group
United Kingdom
$245M 3,494,129 +179,865 +5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$233M 3,322,508 +37,530 +1%
UBS Group
19
UBS Group
Switzerland
$231M 3,294,876 -800,134 -20%
Invesco
20
Invesco
Georgia
$230M 3,286,147 +278,290 +9%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$224M 3,202,522 -607,755 -16%
Charles Schwab
22
Charles Schwab
California
$197M 2,819,557 +60,216 +2%
Ameriprise
23
Ameriprise
Minnesota
$197M 2,806,971 -143,033 -5%
Amundi
24
Amundi
France
$170M 2,422,191 -17,039 -0.7%
UBS AM
25
UBS AM
Illinois
$153M 2,190,510 +18,909 +0.9%
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