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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 %
IWA
701
Intercontinental Wealth Advisors
Texas
$557K +$74.4K +866 +15%
CFA
702
Carroll Financial Associates
North Carolina
$554K -$87.4K -1,019 -14%
WA
703
Wealth Alliance
New York
$554K +$11.9K +139 +2%
CPWA
704
Cerro Pacific Wealth Advisors
California
$552K +$552K +6,437 New
SSA
705
South Street Advisors
New York
$551K +$551K +6,420 New
GT
706
Greenleaf Trust
Michigan
$550K +$36.7K +428 +7%
APA
707
American Portfolios Advisors
New York
$549K +$3.26K +38 +0.6%
NIG
708
NFJ Investment Group
Texas
$547K +$546K +6,366 +79,575%
FG
709
Fiduciary Group
Georgia
$545K – – –
ATC
710
Argent Trust Co
Tennessee
$544K +$17.4K +203 +3%
PG
711
Patten Group
Tennessee
$542K +$12.6K +147 +2%
PWM
712
PRW Wealth Management
Massachusetts
$542K +$542K +6,315 New
BTWM
713
Baker Tilly Wealth Management
Wisconsin
$541K +$15.5K +181 +3%
GVAG
714
Great Valley Advisor Group
Delaware
$535K +$25.8K +301 +5%
EWM
715
Empirical Wealth Management
Washington
$531K +$36.3K +423 +7%
AC
716
Allstate Corporation
Illinois
$530K -$99K -1,153 -16%
SP
717
Symmetry Partners
Connecticut
$530K – – –
CA
718
Clearstead Advisors
Ohio
$529K -$5.75K -67 -1%
VDI
719
Vaughan David Investments
Illinois
$529K +$7.12K +83 +1%
TNA
720
True North Advisors
Texas
$529K +$26.5K +309 +5%
PP
721
Patron Partners
Texas
$528K +$54K +630 +11%
Fuller & Thaler Asset Management
722
Fuller & Thaler Asset Management
California
$525K -$85.8K -1,000 -14%
S
723
Seeyond
France
$524K -$21K -245 -4%
ACG
724
Allen Capital Group
Nebraska
$523K -$5.92K -69 -1%
PHK
725
Point72 Hong Kong
Hong Kong
$519K -$2.98M -34,734 -85%
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