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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.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+119
Holders Change %
+9.67%
% of All Funds
20.83%
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
Millennium Management
New York
$229M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$607M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$84.3M
4
Marshall Wace
Marshall Wace
United Kingdom
$87M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54M
2
BlackRock
BlackRock
New York
$2.27B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
4
Bank of America
Bank of America
North Carolina
$442M
5
EIP
Epoch Investment Partners
New York
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
COPPSERS
251
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.63M +$8.04K +111 +0.2%
RFM
252
Royal Fund Management
Florida
$4.62M +$1.06M +14,619 +30%
SPIA
253
Steward Partners Investment Advisory
New York
$4.6M -$151K -2,079 -3%
DADC
254
D.A. Davidson & Co
Montana
$4.58M -$160K -2,213 -3%
CWM
255
Congress Wealth Management
Massachusetts
$4.54M +$4.54M +62,694 New
MIM
256
Montgomery Investment Management
Maryland
$4.52M -$10.9K -150 -0.2%
FF
257
FourThought Financial
Florida
$4.5M -$3.41K -47 -0.1%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$4.46M -$14.7K -203 -0.3%
PI
259
PGGM Investments
Netherlands
$4.44M +$4.44M +61,264 New
IMRF
260
Illinois Municipal Retirement Fund
Illinois
$4.43M +$804K +11,096 +22%
TPSF
261
Texas Permanent School Fund
Texas
$4.38M -$524K -7,227 -11%
CCT
262
Country Club Trust
Missouri
$4.35M +$76.4K +1,055 +2%
PHAM
263
Pacific Heights Asset Management
California
$4.35M +$725K +10,000 +20%
AC
264
Alley Company
Illinois
$4.3M +$140K +1,927 +3%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$4.27M -$8.26K -114 -0.2%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$4.21M +$2.27M +31,277 +116%
FFIC
267
First Fiduciary Investment Counsel
Ohio
$4.21M -$428K -5,905 -9%
MOACM
268
Mutual of America Capital Management
New York
$4.19M +$28.3K +390 +0.7%
IG
269
ING Group
Netherlands
$4.14M +$1.48M +20,418 +56%
VWA
270
Visionary Wealth Advisors
Illinois
$4.14M +$206K +2,837 +5%
BCMO
271
Buckingham Capital Management (Ohio)
Ohio
$4.1M +$1.01K +14 +0%
II
272
IFM Investors
Australia
$4.07M -$54.6K -754 -1%
IA
273
Icon Advisers
Colorado
$3.99M – – –
CB
274
Commerce Bank
Missouri
$3.98M -$3.62K -50 -0.1%
Federated Hermes
275
Federated Hermes
Pennsylvania
$3.92M -$2.36M -32,557 -38%
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