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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
Geode Capital Management
Massachusetts
$638M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$520M
3
BlackRock
BlackRock
New York
$2.92B
4
Bank of America
Bank of America
North Carolina
$609M
5
Millennium Management
Millennium Management
New York
$51.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M
2
Morgan Stanley
Morgan Stanley
New York
$295M
3
LSV Asset Management
LSV Asset Management
Illinois
$195M
4
Wells Fargo
Wells Fargo
California
$1.28B
5
RP
RR Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
626
Sunbelt Securities
Texas
$724K +$59.6K +800 +9%
ECG
627
Edge Capital Group
Georgia
$721K -$45.1K -525 -6%
VCA
628
Verdence Capital Advisors
Maryland
$714K +$714K +8,325 New
ANI
629
American National Insurance
Texas
$712K – – –
BEAM
630
Baker Ellis Asset Management
Washington
$705K -$20.6K -240 -3%
XSC
631
X-Square Capital
Puerto Rico
$704K +$199K +2,323 +40%
MGIA
632
Matthew Goff Investment Advisor
Texas
$703K – – –
WA1
633
Wimmer Associates 1
California
$700K -$1.72K -20 -0.2%
BSA
634
Bull Street Advisors
Georgia
$700K – – –
BS
635
Boenning & Scattergood
Pennsylvania
$696K -$61.1K -712 -8%
VAM
636
Verity Asset Management
North Carolina
$696K +$6.52K +76 +0.9%
WA
637
WealthTrust Axiom
Pennsylvania
$691K -$52.6K -614 -7%
PWPS
638
Pinnacle Wealth Planning Services
Ohio
$690K +$9.88K +115 +1%
Luther King Capital Management (LKCM)
639
Luther King Capital Management (LKCM)
Texas
$685K +$200K +2,336 +41%
FTDI
640
First Trust Direct Indexing
Massachusetts
$673K +$84.3K +983 +14%
EWA
641
EP Wealth Advisors
California
$673K +$150K +1,748 +29%
IFWM
642
Institute for Wealth Management
Colorado
$664K +$23.8K +277 +4%
BCV
643
Banque Cantonale Vaudoise
Switzerland
$661K -$189K -2,200 -22%
IAA
644
Independent Advisor Alliance
North Carolina
$656K +$102K +1,187 +18%
SCA
645
Snowden Capital Advisors
New York
$656K +$229K +2,672 +54%
IA
646
IndexIQ Advisors
New York
$653K +$27.6K +322 +4%
PGFC
647
Peapack-Gladstone Financial Corp
New Jersey
$649K +$14.2K +165 +2%
First Manhattan
648
First Manhattan
New York
$647K – – –
GT
649
Glenview Trust
Kentucky
$642K -$31.6K -368 -5%
CCMD
650
Cypress Capital Management (Delaware)
Delaware
$641K – – –
24 25
26
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