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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
21.6%
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 %
VFM
251
Viking Fund Management
North Dakota
$4.2M 60,000 – –
MSE
252
MUFG Securities EMEA
United Kingdom
$4.2M 60,000 +60,000 New
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$4.13M 58,997 -1,300 -2%
CCT
254
Country Club Trust
Missouri
$4.13M 58,987 -74 -0.1%
MOACM
255
Mutual of America Capital Management
New York
$4.02M 57,466 +336 +0.6%
AC
256
Alley Company
Illinois
$4.02M 57,455 +1,713 +3%
CSPAM
257
Cary Street Partners Asset Management
Virginia
$4M 57,113 +1,851 +3%
II
258
IFM Investors
Australia
$3.99M 56,963 +362 +0.6%
Schroder Investment Management Group
259
Schroder Investment Management Group
United Kingdom
$3.98M 56,824 +13,130 +30%
BCMO
260
Buckingham Capital Management (Ohio)
Ohio
$3.96M 56,528 +1,439 +3%
IA
261
Icon Advisers
Colorado
$3.85M 55,000 – –
CB
262
Commerce Bank
Missouri
$3.85M 55,009 +3,583 +7%
VWA
263
Visionary Wealth Advisors
Illinois
$3.8M 54,248 +23,782 +78%
NL
264
NKCFO LLC
Illinois
$3.73M 53,200 – –
MHC
265
Meyer Handelman Company
New York
$3.72M 53,080 +2,200 +4%
USAA
266
United Services Automobile Association
Texas
$3.72M 53,051 – –
UCFA
267
United Capital Financial Advisors
Texas
$3.62M 51,617 +11 +0%
DLCIG
268
D.L. Carlson Investment Group
New Hampshire
$3.61M 51,524 -23,408 -31%
MLICM
269
Metropolitan Life Insurance Company (MetLife)
New York
$3.61M 51,512 -1,737 -3%
AAS
270
Avantax Advisory Services
Texas
$3.58M 51,168 +887 +2%
HNB
271
Huntington National Bank
Ohio
$3.57M 50,921 +152 +0.3%
PCA
272
Providence Capital Advisors
North Carolina
$3.56M 50,872 +2,574 +5%
IMRF
273
Illinois Municipal Retirement Fund
Illinois
$3.51M 50,048 +28,329 +130%
APG Asset Management
274
APG Asset Management
Netherlands
$3.5M 57,993 +18,200 +46%
PHAM
275
Pacific Heights Asset Management
California
$3.5M 50,000 – –
9 10
11
12 13