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Phillips 66

1,560 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 547 increasing their positions, 587 reducing their positions, and 104 closing their positions.

Holders
1,560
Holders Change
-4
Holders Change %
-0.26%
% of All Funds
24.98%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
132
Increased
547
Reduced
587
Closed
104
Calls
$474M
Puts
$381M
Net Calls
+$93M
Net Calls Change
-$27.4M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.29B 42,302,632 -7,913,499 -16%
BlackRock
2
BlackRock
New York
$3.79B 37,428,804 +102,139 +0.3%
State Street
3
State Street
Massachusetts
$3.28B 32,353,890 -304,965 -0.9%
Wells Fargo
4
Wells Fargo
California
$1.73B 17,023,956 +221,781 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$982M 9,711,084 -46,715 -0.5%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$874M 8,623,978 +2,646,979 +44%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$818M 8,066,680 -1,955,195 -20%
Aristotle Capital Management
8
Aristotle Capital Management
California
$803M 7,922,878 -311,785 -4%
Bank of America
9
Bank of America
North Carolina
$695M 6,859,397 +366,667 +6%
Morgan Stanley
10
Morgan Stanley
New York
$690M 6,803,519 -158,106 -2%
Invesco
11
Invesco
Georgia
$614M 6,058,497 +1,417,429 +31%
Northern Trust
12
Northern Trust
Illinois
$493M 4,862,690 -60,582 -1%
Barrow, Hanley, Mewhinney & Strauss
13
Barrow, Hanley, Mewhinney & Strauss
Texas
$466M 4,595,454 -1,377,184 -23%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$438M 4,324,590 -249,284 -5%
Norges Bank
15
Norges Bank
Norway
$378M 3,724,648 +225,057 +6%
UBS Group
16
UBS Group
Switzerland
$377M 3,721,672 -341,470 -8%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$353M 3,482,290 -170,603 -5%
Legal & General Group
18
Legal & General Group
United Kingdom
$351M 3,464,258 -48,357 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$317M 3,129,675 -80,229 -2%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$313M 3,086,721 -275,697 -8%
OIAM
21
OFI Invest Asset Management
France
$312M 31,605,722 +31,605,722 New
Charles Schwab
22
Charles Schwab
California
$306M 3,013,652 -43,628 -1%
Amundi
23
Amundi
France
$277M 2,650,123 -364,887 -12%
Goldman Sachs
24
Goldman Sachs
New York
$272M 2,683,190 +957,524 +55%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$260M 2,565,067 +496,621 +24%