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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 %
Jacobs Levy Equity Management
451
Jacobs Levy Equity Management
New Jersey
$1.57M +$1.57M +18,291 New
WS
452
Wedbush Securities
California
$1.55M +$97.5K +1,136 +7%
VVP
453
Venture Visionary Partners
Ohio
$1.55M +$394K +4,579 +34%
AP
454
Advisor Partners
California
$1.54M -$44.5K -518 -3%
CFMC
455
Curbstone Financial Management Corp
New Hampshire
$1.54M +$34.3K +400 +2%
TAM
456
Tocqueville Asset Management
New York
$1.53M – – –
Mackenzie Financial
457
Mackenzie Financial
Ontario, Canada
$1.52M +$78.1K +910 +5%
DY
458
Dowling & Yahnke
California
$1.51M -$15.6K -182 -1%
SWP
459
Stratos Wealth Partners
Ohio
$1.5M +$222K +2,586 +17%
BPM
460
Bowling Portfolio Management
Ohio
$1.49M -$14.2K -165 -0.9%
IWM
461
IHT Wealth Management
Illinois
$1.49M +$1.19M +13,846 +392%
OPPTF
462
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.49M +$190K +2,169 +15%
MWA
463
Moser Wealth Advisors
Washington
$1.48M -$29.4K -343 -2%
CBB
464
Citizens Business Bank
California
$1.48M – – –
PP
465
Patten & Patten
Tennessee
$1.47M -$105K -1,219 -7%
CWP
466
CFM Wealth Partners
Texas
$1.46M -$39.8K -464 -3%
IB
467
Intrust Bank
Kansas
$1.46M – – –
FMC
468
First Merchants Corp
Indiana
$1.46M -$22.7K -265 -2%
CBTWT
469
Community Bank & Trust (Waco, Texas)
Texas
$1.45M +$54.9K +639 +4%
NCM
470
Northside Capital Management
Oregon
$1.45M -$11.6K -135 -0.8%
SM
471
Sciencast Management
New Jersey
$1.44M +$1.44M +17,434 New
CC
472
Cipher Capital
New York
$1.44M +$467K +5,438 +48%
GIM
473
Greylin Investment Management
Virginia
$1.43M -$27.5K -320 -2%
SFS
474
Sowell Financial Services
Arkansas
$1.43M -$161K -1,878 -10%
EHC
475
Everett Harris & Co
California
$1.42M -$58.2K -678 -4%
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