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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 %
UB
301
UMB Bank
Missouri
$3.28M 38,213 +5,131 +16%
DC
302
Davenport & Co
Virginia
$3.27M 38,138 +1,262 +3%
PA
303
Pinnacle Associates
New York
$3.27M 38,058 -318 -0.8%
FMII
304
Farmers & Merchants Investments Inc
Nebraska
$3.21M 37,373 +42 +0.1%
Jane Street
305
Jane Street
New York
$3.2M 37,245 -5,483 -13%
LIM
306
Leavell Investment Management
Alabama
$3.19M 39,085 – –
NNP
307
Nachman Norwood & Parrott
South Carolina
$3.19M 37,120 +3,964 +12%
SMDAM
308
Sumitomo Mitsui DS Asset Management
Japan
$3.18M 37,022 +858 +2%
WBC
309
Westpac Banking Corp
Australia
$3.18M 37,001 – –
BFG
310
Beacon Financial Group
Texas
$3.18M 44,638 -203 -0.5%
SWA
311
Stratos Wealth Advisors
Ohio
$3.17M 36,896 -946 -2%
SAM
312
Securian Asset Management
Minnesota
$3.16M 36,858 -107 -0.3%
RC
313
RegentAtlantic Capital
New Jersey
$3.13M 36,477 +1,200 +3%
OPERF
314
Oregon Public Employees Retirement Fund
Oregon
$3.12M 36,312 – –
NB
315
Norinchukin Bank
Japan
$3.11M 36,230 -119 -0.3%
QC
316
Quadrature Capital
United Kingdom
$3.09M 36,037 +12,572 +54%
IG
317
ING Group
Netherlands
$3.09M 35,962 +35,962 New
MP
318
McDonald Partners
Ohio
$3.06M 35,676 +389 +1%
HT
319
Heritage Trust
Oklahoma
$3.06M 35,643 -2,468 -6%
CTA
320
Colonial Trust Advisors
South Carolina
$3.04M 35,473 +1,315 +4%
MIM
321
Marco Investment Management
Georgia
$3.04M 35,417 +5,903 +20%
TNBTD
322
Trustmark National Bank Trust Department
Mississippi
$3.02M 35,225 -458 -1%
FNBOO
323
First National Bank of Omaha
Nebraska
$2.93M 35,878 – –
PAS
324
Park Avenue Securities
New York
$2.92M 33,984 +2,462 +8%
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$2.9M 33,781 +1,325 +4%
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