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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 %
American Century Companies
501
American Century Companies
Missouri
$1.22M -$32.5M -378,979 -96%
FWM
502
Frontier Wealth Management
Missouri
$1.22M -$37.8K -440 -3%
NL
503
NWAM LLC
Washington
$1.22M +$1.22M +14,164 New
Voloridge Investment Management
504
Voloridge Investment Management
Florida
$1.22M +$1.22M +14,165 New
CWM
505
Connecticut Wealth Management
Connecticut
$1.21M -$54K -629 -4%
SF
506
Synovus Financial
Georgia
$1.21M -$32.1K -376 -3%
LCM
507
Logan Capital Management
Pennsylvania
$1.2M +$172 +2 +0%
BP
508
BBR Partners
New York
$1.2M -$6.7K -78 -0.6%
PP
509
Palladium Partners
Virginia
$1.18M -$21.7K -253 -2%
BCWM
510
Bartlett & Co Wealth Management
Ohio
$1.18M – – –
BC
511
Bartlett & Co
Ohio
$1.18M – – –
CI
512
Cigna Investments
Connecticut
$1.17M -$180K -2,100 -13%
SCM
513
Silvant Capital Management
Georgia
$1.16M -$26.2K -305 -2%
WAAG
514
Wealth Alliance Advisory Group
Kansas
$1.15M -$122K -1,425 -10%
TMAM
515
Tokio Marine Asset Management
Japan
$1.15M +$11.1K +129 +1%
CB
516
Community Bank
New York
$1.14M +$12.9K +150 +1%
NA
517
NewEdge Advisors
Louisiana
$1.13M +$87.6K +1,021 +8%
Cetera Investment Advisers
518
Cetera Investment Advisers
Illinois
$1.13M +$183K +2,135 +19%
JG
519
Jefferies Group
New York
$1.13M +$1.13M +13,115 New
LBC
520
Lowe Brockenbrough & Co
Virginia
$1.13M – – –
HTC
521
Haverford Trust Company
Pennsylvania
$1.12M +$162K +1,886 +17%
SPC
522
Sigma Planning Corp
Michigan
$1.12M -$21.8K -254 -2%
BTW
523
Boston Trust Walden
Massachusetts
$1.11M -$42.9K -500 -4%
CCG
524
Cypress Capital Group
Florida
$1.1M +$15.5K +181 +1%
MI
525
Markston International
New York
$1.09M -$3.55M -41,415 -77%
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