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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 %
PCA
276
Providence Capital Advisors
North Carolina
$4.15M 48,298 +1,167 +2%
RB
277
Rodgers Brothers
Pennsylvania
$4.12M 47,978 +7,445 +18%
Canada Pension Plan Investment Board
278
Canada Pension Plan Investment Board
Ontario, Canada
$4.02M 46,807 +5,548 +13%
V
279
Veritable
Delaware
$3.97M 46,243 -1,832 -4%
BAM
280
Blueshift Asset Management
New Jersey
$3.97M 46,242 +38,408 +490%
NAM
281
Nissay Asset Management
Japan
$3.9M 45,397 +2,804 +7%
MA
282
MUFG Americas
New York
$3.86M 44,958 +2,849 +7%
Brown Advisory
283
Brown Advisory
Maryland
$3.82M 44,470 -1,394 -3%
OC
284
Oppenheimer & Co
New York
$3.77M 43,906 +1,306 +3%
Schroder Investment Management Group
285
Schroder Investment Management Group
United Kingdom
$3.75M 43,694 +2,618 +6%
Cohen & Steers
286
Cohen & Steers
New York
$3.75M 43,660 +1,074 +3%
FNBOMD
287
First National Bank of Mount Dora
Florida
$3.68M 42,831 -1,274 -3%
TCM
288
Telos Capital Management
California
$3.68M 42,827 +1,499 +4%
AA
289
Ancora Advisors
Ohio
$3.62M 42,133 -2,281 -5%
FA
290
FDx Advisors
Illinois
$3.56M 41,517 +4,662 +13%
FF
291
Fluent Financial
Texas
$3.55M 41,302 +4,979 +14%
HPC
292
HM Payson & Co
Maine
$3.5M 40,804 -2,349 -5%
HFS
293
Hantz Financial Services
Michigan
$3.5M 40,750 +2,591 +7%
SC
294
Stolper & Co
Oklahoma
$3.48M 40,576 +613 +2%
Fiera Capital (Canada)
295
Fiera Capital (Canada)
Quebec, Canada
$3.35M 39,023 – –
CS
296
Candriam SCA
Luxembourg
$3.34M 38,913 -1,125 -3%
CIBC Asset Management
297
CIBC Asset Management
Ontario, Canada
$3.3M 38,480 +65 +0.2%
NIM
298
NXG Investment Management
Texas
$3.29M 38,273 – –
BCM
299
Becker Capital Management
Oregon
$3.28M 38,269 +1,716 +5%
AI
300
Atria Investments
North Carolina
$3.28M 38,252 +5,067 +15%
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