PSX icon

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 %
DFA
601
Delta Financial Advisors
Louisiana
$789K +$86 +1 +0%
ACM
602
Alethea Capital Management
Washington
$789K +$789K +9,189 New
ICM
603
Islay Capital Management
Texas
$788K -$32.5K -379 -4%
YIA
604
YHB Investment Advisors
Connecticut
$786K +$46.4K +540 +6%
PPW
605
Parcion Private Wealth
Washington
$782K – – –
MNBTD
606
Moody National Bank Trust Division
Texas
$773K – – –
Lido Advisors
607
Lido Advisors
California
$773K +$3.95K +46 +0.5%
LIM
608
Longfellow Investment Management
Massachusetts
$769K -$503K -5,853 -40%
BAS
609
Brown Advisory Securities
Maryland
$760K -$65.3K -760 -8%
HFG
610
Heron Financial Group
New York
$756K +$27.9K +325 +4%
JCM
611
Jacobi Capital Management
Pennsylvania
$754K -$10.2K -119 -1%
CM
612
CoreCommodity Management
Connecticut
$752K -$19K -221 -2%
WHG
613
Westwood Holdings Group
Texas
$749K -$108K -1,255 -13%
ODCM
614
Old Dominion Capital Management
Virginia
$747K +$18.7K +218 +3%
HI
615
Harbour Investments
Wisconsin
$746K +$105K +1,219 +16%
RP
616
Rowlandmiller & Partners
Georgia
$744K +$49.3K +575 +7%
WP
617
WealthSource Partners
California
$743K +$401K +4,673 +117%
ATC
618
Adirondack Trust Company
New York
$741K +$19.6K +228 +3%
Marshall Wace
619
Marshall Wace
United Kingdom
$737K -$5.1M -59,385 -87%
MC
620
Moors & Cabot
Massachusetts
$737K -$20.7K -241 -3%
NSIM
621
North Star Investment Management
Illinois
$732K -$7.46K -87 -1%
HH
622
Hilltop Holdings
Texas
$732K -$1.03K -12 -0.1%
ESCM
623
Echo Street Capital Management
New York
$728K +$728K +8,482 New
BSW
624
Buckingham Strategic Wealth
Missouri
$727K +$209K +2,435 +40%
Credit Agricole
625
Credit Agricole
France
$726K -$416K -4,848 -36%
23 24
25
26 27