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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.

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
Amundi
1
Amundi
France
$209M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$638M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$520M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Bank of America
5
Bank of America
North Carolina
$609M

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 Market Value Shares Shares
Change 		Shares
Change %
EVM
26
Eaton Vance Management
Massachusetts
$193M 2,253,364 -4,156 -0.2%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$189M 2,222,289 +143,839 +7%
UBS AM
28
UBS AM
Illinois
$186M 2,171,601 +22,269 +1%
Swiss National Bank
29
Swiss National Bank
Switzerland
$153M 1,781,567 +102,937 +6%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$129M 1,515,150 +444,585 +42%
Deutsche Bank
31
Deutsche Bank
Germany
$124M 1,449,849 +203,538 +16%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$114M 1,331,842 -80,328 -6%
Goldman Sachs
33
Goldman Sachs
New York
$109M 1,271,061 +225,572 +22%
Citigroup
34
Citigroup
New York
$106M 1,235,655 +180,609 +17%
EIP
35
Epoch Investment Partners
New York
$97.5M 1,135,748 -183,155 -14%
NSLI
36
Nan Shan Life Insurance
Taiwan
$96.2M 1,120,571 +400,800 +56%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$93.9M 1,093,729 -52,056 -5%
KBC Group
38
KBC Group
Belgium
$92.9M 1,082,034 -151,346 -12%
Public Employees Retirement Association of Colorado
39
Public Employees Retirement Association of Colorado
Colorado
$89.7M 1,045,458 -4,099 -0.4%
BG
40
Bahl & Gaynor
Ohio
$88.7M 1,033,668 -10,050 -1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$88.2M 1,027,920 -90,352 -8%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$83.4M 971,356 -28,979 -3%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$81.6M 950,932 -82,811 -8%
AllianceBernstein
44
AllianceBernstein
Tennessee
$75.8M 883,667 +17,426 +2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$71.4M 831,854 -76,074 -8%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$69.6M 810,564 +18,813 +2%
CS
47
Credit Suisse
Switzerland
$67.8M 796,127 -93,511 -11%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$67.2M 782,771 -1,900 -0.2%
ORIO
49
Old Republic International (ORI)
Illinois
$62M 722,500 +350,000 +94%
Victory Capital Management
50
Victory Capital Management
Texas
$61.5M 716,913 -195,605 -21%
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