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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$2.56M -$55.9K -799 -2%
BCM
327
Brookstone Capital Management
Illinois
$2.56M +$484K +5,915 +23%
IMPI
328
Ilmarinen Mutual Pension Insurance
Finland
$2.56M +$2.56M +36,500 New
SAM
329
Securian Asset Management
Minnesota
$2.55M -$29.3K -419 -1%
CA
330
Capitolis Advisors
New York
$2.55M – – –
Northwestern Mutual Wealth Management
331
Northwestern Mutual Wealth Management
Wisconsin
$2.54M +$311K +4,438 +14%
LIM
332
Leavell Investment Management
Alabama
$2.52M -$221K -3,153 -8%
CTA
333
Colonial Trust Advisors
South Carolina
$2.5M +$11.5K +164 +0.5%
VMPIC
334
Varma Mutual Pension Insurance Co
Finland
$2.5M +$567K +8,104 +29%
SCP
335
Shorepoint Capital Partners
Massachusetts
$2.47M +$2.47M +35,322 New
HT
336
Heritage Trust
Oklahoma
$2.46M -$38.7K -552 -2%
FAB
337
First American Bank
Illinois
$2.43M +$344K +4,907 +16%
GIA
338
Gladstone Institutional Advisory
Florida
$2.43M +$412K +5,883 +20%
FNBOO
339
First National Bank of Omaha
Nebraska
$2.42M -$92.2K -1,316 -4%
BCI
340
Brinker Capital Investments
Pennsylvania
$2.42M – – –
PAS
341
Park Avenue Securities
New York
$2.4M +$15.5K +221 +0.7%
AI
342
Atria Investments
North Carolina
$2.39M -$293K -4,186 -11%
CAN
343
Cetera Advisor Networks
California
$2.38M +$96.2K +1,373 +4%
SBH
344
Segall Bryant & Hamill
Illinois
$2.37M +$124K +1,777 +6%
CBB
345
Citizens Business Bank
California
$2.36M +$1.15M +16,455 +95%
OIM
346
Opus Investment Management
Massachusetts
$2.35M – – –
DC
347
Davenport & Co
Virginia
$2.33M -$338K -4,826 -13%
MCM
348
Marathon Capital Management
Maryland
$2.33M +$94.6K +1,350 +4%
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$2.32M – – –
Twin Tree Management
350
Twin Tree Management
Texas
$2.32M +$2.32M +33,166 New
12 13
14
15 16