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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 %
AC
251
Alley Company
Illinois
$4.78M 55,742 +253 +0.5%
CSPAM
252
Cary Street Partners Asset Management
Virginia
$4.74M 55,262 -43,888 -44%
BCMO
253
Buckingham Capital Management (Ohio)
Ohio
$4.73M 55,089 -335 -0.6%
SAM
254
Sompo Asset Management
Japan
$4.72M 55,025 +19,310 +54%
IA
255
Icon Advisers
Colorado
$4.72M 55,000 -37,000 -40%
CCT
256
Chemung Canal Trust
New York
$4.63M 53,895 +6,655 +14%
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$4.57M 53,249 -697 -1%
FF
258
FourThought Financial
Florida
$4.57M 53,218 +9,901 +23%
NL
259
NKCFO LLC
Illinois
$4.57M 53,200 – –
HIMCH
260
Hartford Investment Management Co (HIMCO)
Connecticut
$4.56M 53,076 +5,347 +11%
USAA
261
United Services Automobile Association
Texas
$4.55M 53,051 -101,364 -66%
AOWM
262
Alpha Omega Wealth Management
Virginia
$4.52M 52,671 +628 +1%
UCFA
263
United Capital Financial Advisors
Texas
$4.43M 51,606 +1,530 +3%
CB
264
Commerce Bank
Missouri
$4.41M 51,426 -30 -0.1%
MHC
265
Meyer Handelman Company
New York
$4.37M 50,880 -4,917 -9%
HNB
266
Huntington National Bank
Ohio
$4.36M 50,769 +7,909 +18%
PSUF
267
People's United Financial
Connecticut
$4.35M 50,731 -976 -2%
CCG
268
Chatham Capital Group
Georgia
$4.35M 50,682 +395 +0.8%
MDCM
269
Morgan Dempsey Capital Management
Wisconsin
$4.34M 50,530 +50,530 New
AAS
270
Avantax Advisory Services
Texas
$4.31M 50,281 -5,498 -10%
SB
271
Simmons Bank
Arkansas
$4.3M 50,101 -1,092 -2%
PHAM
272
Pacific Heights Asset Management
California
$4.29M 50,000 -10,000 -17%
RC
273
RBF Capital
California
$4.29M 50,000 – –
SCM
274
Shelton Capital Management
Colorado
$4.23M 49,301 -41,353 -46%
ASN
275
Advisory Services Network
Georgia
$4.23M 49,297 +845 +2%
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