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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 %
TBA
476
Tower Bridge Advisors
Pennsylvania
$1.42M +$6.78K +79 +0.5%
MWM
477
Mattern Wealth Management
Kansas
$1.42M +$384K +5,156 +37%
SIM
478
Sonora Investment Management
Arizona
$1.41M +$78.3K +913 +6%
LDB
479
Lee, Danner & Bass
Tennessee
$1.41M -$25.7K -300 -2%
TC
480
TownSquare Capital
Utah
$1.4M +$59.4K +703 +4%
TU
481
TDAM USA
Ontario, Canada
$1.38M -$30K -409 -2%
FHB
482
First Hawaiian Bank
Hawaii
$1.36M -$69.3K -808 -5%
BWM
483
BNC Wealth Management
Oregon
$1.35M +$1.35M +15,749 New
TC
484
Telemus Capital
Michigan
$1.35M +$47.4K +552 +4%
PI
485
PineBridge Investments
New York
$1.34M -$441K -5,136 -25%
TI
486
Trexquant Investment
Connecticut
$1.34M +$1.34M +15,607 New
CA
487
Cetera Advisors
Colorado
$1.34M +$20.7K +241 +2%
SA
488
Strategic Advisors
New York
$1.33M +$31.7K +369 +2%
B
489
Bailard
California
$1.33M +$120K +1,394 +10%
Koshinski Asset Management
490
Koshinski Asset Management
Illinois
$1.33M -$330K -3,847 -20%
HIM
491
Harbour Investment Management
Washington
$1.33M -$51.5K -600 -4%
CM
492
Castleark Management
Illinois
$1.32M -$472K -5,500 -26%
CSIC
493
Clifford Swan Investment Counsel
California
$1.31M -$3.58K -50 -0.3%
CL
494
COWA LLC
Oklahoma
$1.27M -$24.1K -935 -2%
HW
495
Hancock Whitney
Mississippi
$1.27M -$28.4K -331 -2%
AIA
496
Armor Investment Advisors
North Carolina
$1.26M +$20.9K +243 +2%
EWM
497
Evercore Wealth Management
New York
$1.26M -$182K -2,117 -13%
SAM
498
Shell Asset Management
Netherlands
$1.26M -$312K -3,640 -20%
DAM
499
Doheny Asset Management
California
$1.25M +$428K +4,990 +52%
TCOO
500
Trust Company of Oklahoma
Oklahoma
$1.23M +$904K +10,532 +273%
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