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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$196M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$88.7M
3
KBC Group
KBC Group
Belgium
+$82.6M
4
PPA
Parametric Portfolio Associates
Washington
+$77.2M
5
Bank of America
Bank of America
North Carolina
+$73.6M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$78M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.5M
3
PP
Prudential plc
United Kingdom
-$51.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$30.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCI
626
Stableford Capital II
Arizona
$671K -$103K -1,261 -13%
MGIA
627
Matthew Goff Investment Advisor
Texas
$668K – – –
WA1
628
Wimmer Associates 1
California
$666K +$18.7K +230 +3%
GSEP
629
Golden State Equity Partners
California
$666K +$666K +8,167 New
BSA
630
Bull Street Advisors
Georgia
$665K – – –
VI
631
Vestcor Inc
New Brunswick, Canada
$663K -$15.5K -190 -2%
RP
632
Rowlandmiller & Partners
Georgia
$660K +$69.3K +850 +12%
VAM
633
Verity Asset Management
North Carolina
$655K -$126K -1,548 -16%
IAIM
634
International Assets Investment Management
Florida
$651K +$335K +7,455 +106%
AIM
635
Aigen Investment Management
New York
$648K +$648K +7,952 New
Lazard Asset Management
636
Lazard Asset Management
New York
$645K -$85.8K -1,054 -12%
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$645K +$2.53K +31 +0.4%
GT
638
Glenview Trust
Kentucky
$640K +$39.8K +488 +7%
BAM
639
Blueshift Asset Management
New Jersey
$639K +$639K +7,834 New
EH
640
Employers Holdings
Nevada
$637K – – –
CCA
641
Childress Capital Advisors
Texas
$635K +$44.1K +541 +7%
JFGIW
642
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$631K -$89.1K -1,091 -12%
BO
643
Bank OZK
Arkansas
$631K +$24.5K +301 +4%
FNT
644
First National Trust
Pennsylvania
$629K -$269K -3,299 -30%
AWA
645
Alaska Wealth Advisors
Alaska
$622K -$123K -1,507 -16%
FG
646
Fiduciary Group
Georgia
$615K -$29.1K -360 -5%
HAIM
647
Hunter Associates Investment Management
Pennsylvania
$615K -$6.2K -76 -1%
First Manhattan
648
First Manhattan
New York
$614K +$36.6K +450 +6%
CCMD
649
Cypress Capital Management (Delaware)
Delaware
$609K -$10.6K -130 -2%
CFA
650
Carroll Financial Associates
North Carolina
$609K +$88.6K +1,088 +17%
24 25
26
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