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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 %
AWM
726
Altium Wealth Management
New York
$519K -$26.2K -306 -5%
BOPW
727
Brandywine Oak Private Wealth
Pennsylvania
$517K +$47.6K +555 +10%
Acadian Asset Management
728
Acadian Asset Management
Massachusetts
$517K +$394K +4,596 +322%
HCA
729
Heck Capital Advisors
Wisconsin
$517K – – –
PA
730
Procyon Advisors
Connecticut
$516K +$47.4K +553 +10%
VCM
731
Virtue Capital Management
Tennessee
$515K -$88.4K -1,029 -15%
CCFCSB
732
Cape Cod Five Cents Savings Bank
Massachusetts
$514K -$21.4K -250 -4%
RIM
733
Regent Investment Management
Kentucky
$513K -$23.6K -275 -4%
FMTCOCP
734
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$512K +$24.9K +290 +5%
TWI
735
Thomas White International
Illinois
$511K – – –
MG
736
Mather Group
Illinois
$511K +$5.4K +63 +1%
PFS
737
Prospera Financial Services
Texas
$510K -$55.3K -645 -10%
GWCM
738
Godshalk Welsh Capital Management
Pennsylvania
$510K -$3.62K -50 -0.7%
WC
739
Westhampton Capital
North Carolina
$510K +$4.72K +55 +0.9%
BBNA
740
Bremer Bank National Association
Minnesota
$508K -$99.3K -1,156 -16%
BRWM
741
B. Riley Wealth Management
Tennessee
$508K -$24.6K -286 -5%
REMPR
742
Roof Eidam Maycock Peralta (REMP)
California
$507K – – –
SW
743
SVB Wealth
Massachusetts
$505K +$10.1K +117 +2%
CA
744
Cullinan Associates
Kentucky
$504K -$129K -1,500 -20%
RG
745
Retirement Group
California
$503K +$1.03K +12 +0.2%
CI
746
Conning Inc
Connecticut
$502K -$44.4K -518 -8%
ATPW
747
Ashton Thomas Private Wealth
Arizona
$502K +$45.7K +533 +10%
FC
748
FORA Capital
Florida
$498K +$498K +5,804 New
RGC
749
Roberts, Glore & Co
Illinois
$496K – – –
RBFC
750
Roman Butler Fullerton & Co
Missouri
$496K +$2.58K +30 +0.5%
28 29
30
31 32