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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.

New
Increased
Maintained
Reduced
Closed
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 %
FAB
351
First American Bank
Illinois
$2.56M +$72.2K +841 +3%
SFS
352
Strategic Financial Services
New York
$2.54M -$109K -1,273 -4%
RFC
353
Regions Financial Corp
Alabama
$2.51M +$292K +3,404 +13%
BCM
354
Bourgeon Capital Management
Connecticut
$2.5M -$6.45M -75,155 -72%
ClearBridge Investments
355
ClearBridge Investments
New York
$2.5M -$1.57M -18,315 -39%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$2.5M +$129K +1,500 +5%
PCM
357
Parsons Capital Management
Rhode Island
$2.5M -$61.9K -721 -2%
CTC
358
Central Trust Company
Missouri
$2.5M -$7.3K -85 -0.3%
OIA
359
OneDigital Investment Advisors
Kansas
$2.48M +$1.29K +15 +0.1%
SFG
360
SevenBridge Financial Group
Pennsylvania
$2.48M +$103K +1,197 +4%
CC
361
Claybrook Capital
Massachusetts
$2.48M +$2.48M +28,863 New
GIA
362
Gladstone Institutional Advisory
Florida
$2.47M +$311K +3,624 +14%
AIP
363
Ameritas Investment Partners
Nebraska
$2.46M -$101K -1,179 -4%
RIL
364
Rothschild Investment LLC
Illinois
$2.42M -$19.4K -226 -0.8%
BCI
365
Brinker Capital Investments
Pennsylvania
$2.42M +$393K +4,575 +19%
OKSA
366
O'Keefe Stevens Advisory
New York
$2.4M +$86 +1 +0%
WAM
367
World Asset Management
Michigan
$2.38M -$19.6K -228 -0.8%
VMPIC
368
Varma Mutual Pension Insurance Co
Finland
$2.36M – – –
LSERS
369
Louisiana State Employees Retirement System
Louisiana
$2.34M +$17.2K +200 +0.7%
FPTW
370
Franklin, Parlapiano, Turner & Welch
Texas
$2.34M +$217K +2,529 +10%
Fidelity International
371
Fidelity International
Bermuda
$2.32M -$73.9K -861 -3%
PAG
372
Private Advisor Group
New Jersey
$2.31M +$104K +1,208 +5%
BFEC
373
Benjamin F. Edwards & Company
Missouri
$2.3M +$34.1K +397 +2%
PRS
374
Pinkerton Retirement Specialists
Idaho
$2.29M +$52.1K +607 +2%
MCG
375
MACRO Consulting Group
New Jersey
$2.27M +$76.9K +897 +4%
13 14
15
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