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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 %
JWBC
526
John W. Bristol & Co
New York
$1.07M – – –
MPPW
527
Mitchell & Pahl Private Wealth
Oklahoma
$1.07M +$52.4K +610 +5%
FIM
528
Fruth Investment Management
Texas
$1.07M -$21.5K -250 -2%
BWAM
529
Boyd Watterson Asset Management
Ohio
$1.07M -$3.95K -46 -0.4%
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$1.06M +$58.8K +685 +6%
CBT
531
Central Bank & Trust
Kentucky
$1.06M -$284K -3,314 -21%
IRF
532
IBM Retirement Fund
New York
$1.06M -$214K -2,493 -17%
BIA
533
Barry Investment Advisors
Massachusetts
$1.06M -$37.5K -437 -3%
RM
534
Resource Management
Louisiana
$1.06M +$45K +524 +4%
FT
535
Fiduciary Trust
Massachusetts
$1.05M – – –
EF
536
Exeter Financial
Arizona
$1.04M – – –
MME
537
Meag Munich Ergo
Germany
$1.04M -$40K -466 -4%
IA
538
IFP Advisors
Florida
$1.03M -$24.6K -286 -2%
SMC
539
Smith, Moore & Co
Missouri
$1.02M +$40K +466 +4%
PBC
540
Pavion Blue Capital
California
$1.02M -$19.7K -229 -2%
BFA
541
Bragg Financial Advisors
North Carolina
$1.01M – – –
FQ
542
First Quadrant
California
$1M -$383K -4,459 -28%
VA
543
Valmark Advisers
Ohio
$1M +$35K +408 +4%
Carson Wealth (CWM LLC)
544
Carson Wealth (CWM LLC)
Nebraska
$997K – – –
RIM
545
Redpoint Investment Management
Australia
$995K – – –
BSB
546
Bangor Savings Bank
Maine
$993K -$43.5K -507 -4%
SC
547
SouthState Corp
Florida
$992K -$16.3K -190 -2%
SWM
548
Spire Wealth Management
Virginia
$980K -$95.2K -1,109 -9%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$978K -$133K -1,550 -12%
CAI
550
Capital Advisors Inc
Oklahoma
$973K +$18K +210 +2%
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