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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
Geode Capital Management
1
Geode Capital Management
Massachusetts
$638M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$520M
3
BlackRock
3
BlackRock
New York
$2.92B
4
Bank of America
4
Bank of America
North Carolina
$609M
5
Millennium Management
5
Millennium Management
New York
$51.1M

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 Holding Trade Value Shares
Change 		Shares
Change %
CWG
326
Cornerstone Wealth Group
North Carolina
$2.9M +$75.9K +1,075 +3%
APG Asset Management
327
APG Asset Management
Netherlands
$2.88M -$1.1M -15,200 -28%
OIM
328
Opus Investment Management
Massachusetts
$2.87M – – –
Allianz Asset Management
329
Allianz Asset Management
Germany
$2.83M -$207K -2,413 -7%
MSRPS
330
Maryland State Retirement & Pension System
Maryland
$2.82M – – –
UA
331
Unison Advisors
District of Columbia
$2.81M +$29.1K +339 +1%
CAN
332
Cetera Advisor Networks
California
$2.8M +$905K +10,544 +48%
CIC
333
Canal Insurance Company
South Carolina
$2.79M – – –
KWM
334
Kingsview Wealth Management
Oregon
$2.76M +$44K +505 +2%
SBH
335
Segall Bryant & Hamill
Illinois
$2.76M -$2.05M -23,909 -43%
MCM
336
Marathon Capital Management
Maryland
$2.74M +$4.29K +50 +0.2%
HCM
337
Hengehold Capital Management
Ohio
$2.74M +$59.8K +697 +2%
Simplex Trading
338
Simplex Trading
Illinois
$2.73M -$699K -8,143 -20%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$2.73M -$414K -4,821 -13%
NC
340
NewSquare Capital
Pennsylvania
$2.71M +$124K +1,444 +5%
CA
341
Capitolis Advisors
New York
$2.71M -$589K -6,867 -18%
PWLP
342
Prio Wealth Limited Partnership
Massachusetts
$2.7M +$12.9K +150 +0.5%
Pacer Advisors
343
Pacer Advisors
Pennsylvania
$2.65M +$596K +6,943 +29%
MCP
344
Mirador Capital Partners
California
$2.63M +$1.37M +15,905 +108%
EMPI
345
Elo Mutual Pension Insurance
Finland
$2.63M -$71.2K -830 -3%
PAM
346
Panagora Asset Management
Massachusetts
$2.62M -$64.7K -754 -2%
VWA
347
Visionary Wealth Advisors
Illinois
$2.62M +$15.3K +178 +0.6%
CIC
348
Carnegie Investment Counsel
Ohio
$2.6M -$53.4K -622 -2%
DI
349
Disciplined Investments
Oklahoma
$2.58M +$160K +1,868 +7%
Cerity Partners
350
Cerity Partners
New York
$2.57M -$585K -6,822 -19%
12 13
14
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