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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 %
PCM
376
Poehling Capital Management
Wisconsin
$2.27M -$55K -641 -2%
PWP
377
Principle Wealth Partners
Connecticut
$2.27M -$13.2K -154 -0.6%
IC
378
Inscription Capital
Texas
$2.27M +$1.65M +19,243 +269%
FWCM
379
Ferguson Wellman Capital Management
Oregon
$2.26M -$16.9K -197 -0.7%
PA
380
Profund Advisors
Maryland
$2.26M +$252K +2,933 +13%
LFAS
381
Level Four Advisory Services
Texas
$2.24M +$63.8K +743 +3%
OCM
382
Orleans Capital Management
Louisiana
$2.24M +$187K +2,180 +9%
JIC
383
Johnson Investment Counsel
Ohio
$2.22M -$86.9K -1,013 -4%
KRS
384
Kentucky Retirement Systems
Kentucky
$2.19M -$249K -2,903 -10%
TIP
385
Torray Investment Partners
Maryland
$2.18M +$211K +2,459 +11%
CAPTRUST Financial Advisors
386
CAPTRUST Financial Advisors
North Carolina
$2.16M +$363K +4,232 +20%
PLFAM
387
Pineno Levin & Ford Asset Management
Virginia
$2.14M -$48.9K -570 -2%
GAB
388
German American Bancorp
Indiana
$2.13M +$99.4K +1,158 +5%
CFB
389
Cullen/Frost Bankers
Texas
$2.12M -$25.9K -302 -1%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$2.1M +$82.4K +960 +4%
DRS
391
Deane Retirement Strategies
Louisiana
$2.09M +$33.7K +393 +2%
X
392
Xponance
Pennsylvania
$2.08M +$298K +3,471 +17%
BCM
393
Brookstone Capital Management
Illinois
$2.07M +$1.82M +22,251 +714%
GAM
394
Garrison Asset Management
Arkansas
$2.07M +$65.3K +761 +3%
TSW
395
Thompson Siegel & Walmsley
Virginia
$2.06M -$215K -2,500 -9%
TPCW
396
TD Private Client Wealth
New York
$2.03M +$108K +1,254 +6%
ACM
397
Argyle Capital Management
Pennsylvania
$2.02M +$34.3K +400 +2%
Daiwa Securities Group
398
Daiwa Securities Group
Japan
$2.01M +$104K +1,208 +5%
SO
399
STRS Ohio
Ohio
$2.01M -$11.3M -132,187 -85%
Wealthfront Advisers
400
Wealthfront Advisers
California
$2M +$846K +9,862 +73%
14 15
16
17 18