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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
Barclays
United Kingdom
$311M
2
Allianz Asset Management
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
BlackRock
BlackRock
New York
$2.31B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
401
Argyle Capital Management
Pennsylvania
$1.7M +$52.5K +750 +3%
CCP
402
Corient Capital Partners
California
$1.69M +$176K +2,510 +12%
SFS
403
Strategic Financial Services
New York
$1.67M -$401K -5,727 -19%
VanEck Associates
404
VanEck Associates
New York
$1.66M +$54.9K +784 +3%
BO
405
BRR OpCo
Ohio
$1.65M +$69.9K +998 +4%
TPCW
406
TD Private Client Wealth
New York
$1.65M -$7.21K -103 -0.4%
AAS
407
Annex Advisory Services
Wisconsin
$1.65M +$171K +2,438 +12%
OCM
408
Orleans Capital Management
Louisiana
$1.63M -$197K -2,810 -11%
William Blair & Company
409
William Blair & Company
Illinois
$1.62M +$287K +4,101 +22%
CHC
410
City Holding Co
West Virginia
$1.61M +$22.4K +320 +1%
VVP
411
Venture Visionary Partners
Ohio
$1.59M +$339K +4,857 +27%
WIM
412
Wilen Investment Management
Florida
$1.58M – – –
RWA
413
River Wealth Advisors
Pennsylvania
$1.58M +$16.1K +230 +1%
SP
414
SWS Partners
Ohio
$1.57M +$236K +3,363 +18%
AWM
415
AE Wealth Management
Kansas
$1.56M +$275K +3,932 +21%
X
416
Xponance
Pennsylvania
$1.55M -$148K -2,107 -9%
EWA
417
Exencial Wealth Advisors
Oklahoma
$1.55M +$31K +443 +2%
CNBTD
418
Citizens National Bank Trust Department
Mississippi
$1.54M -$3.5K -50 -0.2%
WAS
419
Wealth Advisory Solutions
Indiana
$1.54M +$75.1K +1,072 +5%
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$1.53M +$446K +6,362 +41%
MC
421
Maverick Capital
Texas
$1.52M +$1.52M +21,765 New
BBI
422
Baxter Bros Inc
Connecticut
$1.52M -$44.5K -636 -3%
QIM
423
Quantitative Investment Management
Virginia
$1.52M +$1.52M +21,663 New
SGCA
424
Steel Grove Capital Advisors
Tennessee
$1.5M +$67.9K +970 +5%
NRS
425
Neville Rodie & Shaw
New York
$1.5M – – –
15 16
17
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