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Phillips 66
PSX

Overview Fund Activity

1,349 hedge funds and large institutions have $22.2B invested in Phillips 66 in 2021 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 462 increasing their positions, 456 reducing their positions, and 84 closing their positions.

Holders
1,349
Holders Change
+119
Holders Change %
+9.67%
% of All Funds
20.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
228
Increased
462
Reduced
456
Closed
84
Calls
$458M
Puts
$246M
Net Calls
+$212M
Net Calls Change
+$20.4M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$607M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$84.3M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$87M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$70.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$54M
2
BlackRock
2
BlackRock
New York
$2.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$229M
4
Bank of America
4
Bank of America
North Carolina
$442M
5
EIP
5
Epoch Investment Partners
New York
$384K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.14B 43,385,615 +205,762 +0.5%
BlackRock
2
BlackRock
New York
$2.27B 31,303,988 -1,667,023 -5%
State Street
3
State Street
Massachusetts
$2.15B 29,608,366 -289,506 -1%
Wells Fargo
4
Wells Fargo
California
$1.1B 15,200,647 -184,083 -1%
Aristotle Capital Management
5
Aristotle Capital Management
California
$662M 9,134,834 +369,624 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$607M 8,382,021 +1,168,002 +16%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$592M 8,189,974 +535,197 +7%
Barrow, Hanley, Mewhinney & Strauss
8
Barrow, Hanley, Mewhinney & Strauss
Texas
$535M 7,382,254 -244,384 -3%
Bank of America
9
Bank of America
North Carolina
$442M 6,101,756 -1,155,505 -16%
Northern Trust
10
Northern Trust
Illinois
$349M 4,822,054 -105,395 -2%
Barclays
11
Barclays
United Kingdom
$322M 4,448,010 +4,916 +0.1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$321M 4,434,387 +71,802 +2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$319M 4,399,703 +114,905 +3%
Morgan Stanley
14
Morgan Stanley
New York
$281M 3,875,763 -2,152 -0.1%
Norges Bank
15
Norges Bank
Norway
$276M 3,815,149 -38,645 -1%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$251M 3,470,824 +268,302 +8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$241M 3,320,934 -1,574 -0%
Legal & General Group
18
Legal & General Group
United Kingdom
$235M 3,241,559 -252,570 -7%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$229M 3,154,298 -1,347,696 -30%
Millennium Management
20
Millennium Management
New York
$229M 3,154,182 +1,864,968 +145%
UBS Group
21
UBS Group
Switzerland
$224M 3,096,054 -198,822 -6%
Charles Schwab
22
Charles Schwab
California
$212M 2,932,447 +112,890 +4%
Invesco
23
Invesco
Georgia
$212M 2,924,110 -362,037 -11%
Amundi
24
Amundi
France
$202M 2,332,556 -89,635 -4%
UBS AM
25
UBS AM
Illinois
$155M 2,145,162 -45,348 -2%
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