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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 %
FBC
551
Fairfield, Bush & Co
Connecticut
$971K +$386K +4,500 +66%
TC
552
Trilogy Capital
California
$962K +$131K +1,594 +16%
JWM
553
Jeppson Wealth Management
California
$955K – – –
Los Angeles Capital Management
554
Los Angeles Capital Management
California
$954K -$124K -1,450 -12%
SI
555
Stephens Inc
Arkansas
$954K +$22.8K +266 +2%
HVIA
556
Hudson Valley Investment Advisors
New York
$951K -$56.1K -654 -6%
1CP
557
17 Capital Partners
Arizona
$949K +$949K +11,062 New
PCMK
558
Paragon Capital Management (Kansas)
Kansas
$947K +$9.61K +112 +1%
MCM
559
MAI Capital Management
Ohio
$944K +$4.81K +56 +0.5%
SAM
560
Silvercrest Asset Management
New York
$938K -$31.5K -367 -3%
VWA
561
V Wealth Advisors
Kansas
$934K -$88K -1,021 -9%
Bessemer Group
562
Bessemer Group
New Jersey
$924K +$78K +909 +9%
B
563
BP
United Kingdom
$918K -$390K -4,552 -30%
PIM
564
Penobscot Investment Management
Massachusetts
$916K -$13.3K -155 -1%
BRWA
565
B. Riley Wealth Advisors
Florida
$915K -$347K -4,035 -27%
FMT
566
First Mercantile Trust
Tennessee
$915K -$84.8K -988 -8%
PA
567
Parallel Advisors
California
$914K +$108K +1,253 +13%
KPWS
568
Kestra Private Wealth Services
Texas
$913K +$1.98K +23 +0.2%
WCM
569
Weik Capital Management
Pennsylvania
$899K -$10.7K -125 -1%
CC
570
Cannell & Co
New York
$899K – – –
BC
571
Burney Company
Virginia
$887K -$6.52K -76 -0.7%
OAM
572
Optimal Asset Management
California
$886K +$86 +1 +0%
CP
573
Covenant Partners
Tennessee
$885K – – –
PP
574
Paloma Partners
Connecticut
$871K -$2.44M -28,446 -74%
BOH
575
Bank of Hawaii
Hawaii
$870K -$38.6K -450 -4%
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