PSX icon

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.

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

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$333M
3
PP
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
226
Alta Capital Management
Utah
$5.78M +$2.92M +35,853 +102%
GCA
227
Greenwood Capital Associates
South Carolina
$5.76M +$1.02M +12,563 +22%
Millennium Management
228
Millennium Management
New York
$5.65M -$7.02M -86,048 -55%
GI
229
GAMCO Investors
Connecticut
$5.63M -$110K -1,355 -2%
FRM
230
Foundation Resource Management
Arkansas
$5.63M -$64K -785 -1%
Marshall Wace
231
Marshall Wace
United Kingdom
$5.54M +$5.54M +67,974 New
KCM
232
Kornitzer Capital Management
Kansas
$5.52M -$1.68M -20,545 -23%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$5.46M +$373K +4,575 +7%
IMRF
234
Illinois Municipal Retirement Fund
Illinois
$5.34M +$317K +3,891 +6%
DADC
235
D.A. Davidson & Co
Montana
$5.26M +$1.39M +17,009 +36%
AAA
236
Adams Asset Advisors
Texas
$5.25M – – –
SPIA
237
Steward Partners Investment Advisory
New York
$5.24M +$308K +3,773 +6%
MIM
238
Montgomery Investment Management
Maryland
$5.15M -$24.5K -300 -0.5%
WI
239
Wintrust Investments
Illinois
$5.14M +$3.31M +42,705 +180%
TBC
240
Tweedy, Browne Co
Connecticut
$5.14M -$69.1K -847 -1%
SCM
241
Sitrin Capital Management
California
$5.13M +$5.13M +62,854 New
VFM
242
Viking Fund Management
North Dakota
$5.04M -$1.29M -15,800 -20%
KAS
243
Kestra Advisory Services
Texas
$5.02M +$1.84M +22,557 +58%
AUB
244
Atlantic Union Bankshares
Virginia
$5.01M +$207K +2,543 +4%
AAP
245
Aristotle Atlantic Partners
Florida
$4.96M +$1.72M +21,097 +53%
BCCM
246
Bridge Creek Capital Management
Massachusetts
$4.95M -$154K -879 -3%
PHAM
247
Pacific Heights Asset Management
California
$4.89M – – –
Calamos Advisors
248
Calamos Advisors
Illinois
$4.84M +$149K +1,833 +3%
QI
249
QS Investors
New York
$4.75M -$981K -12,030 -17%
CCT
250
Country Club Trust
Missouri
$4.7M +$186K +2,265 +4%
8 9
10
11 12