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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 %
PHAM
276
Pacific Heights Asset Management
California
$3.5M 50,000 – –
AA
277
Ancora Advisors
Ohio
$3.46M 49,378 +7,245 +17%
SB
278
Simmons Bank
Arkansas
$3.45M 49,203 -898 -2%
CCG
279
Chatham Capital Group
Georgia
$3.44M 49,147 -1,535 -3%
RFM
280
Royal Fund Management
Florida
$3.44M 49,145 -10,396 -17%
KAS
281
Kestra Advisory Services
Texas
$3.4M 48,539 -22,472 -32%
V
282
Veritable
Delaware
$3.37M 48,131 +1,888 +4%
TI
283
Trexquant Investment
Connecticut
$3.37M 48,143 +32,536 +208%
MDCM
284
Morgan Dempsey Capital Management
Wisconsin
$3.37M 48,084 -2,446 -5%
RIL
285
Rothschild Investment LLC
Illinois
$3.35M 47,848 +19,670 +70%
HIMCH
286
Hartford Investment Management Co (HIMCO)
Connecticut
$3.34M 47,627 -5,449 -10%
NAM
287
Nissay Asset Management
Japan
$3.33M 47,585 +2,188 +5%
MA
288
MUFG Americas
New York
$3.31M 47,322 +2,364 +5%
AOWM
289
Alpha Omega Wealth Management
Virginia
$3.31M 47,200 -5,471 -10%
RB
290
Rodgers Brothers
Pennsylvania
$3.29M 46,978 -1,000 -2%
TCM
291
Telos Capital Management
California
$3.22M 45,918 +3,091 +7%
BFG
292
Beacon Financial Group
Texas
$3.2M 45,804 +1,166 +3%
First Trust Advisors
293
First Trust Advisors
Illinois
$3.19M 45,565 -45,504 -50%
Brown Advisory
294
Brown Advisory
Maryland
$3.19M 45,503 +1,033 +2%
SWA
295
Stratos Wealth Advisors
Ohio
$3.18M 45,379 +8,483 +23%
FA
296
FDx Advisors
Illinois
$3.16M 45,157 +3,640 +9%
ASN
297
Advisory Services Network
Georgia
$3.14M 44,766 -4,531 -9%
FF
298
Fluent Financial
Texas
$3.08M 44,016 +2,714 +7%
OC
299
Oppenheimer & Co
New York
$3.06M 43,673 -233 -0.5%
Fidelity International
300
Fidelity International
Bermuda
$3.05M 43,530 +16,512 +61%
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