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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 %
ARC
801
Advisor Resource Council
Texas
$434K +$434K +5,052 New
VAG
802
VisionPoint Advisory Group
Texas
$432K -$4.47K -52 -1%
FMBTD
803
First Midwest Bank Trust Division
Illinois
$431K -$56.3K -656 -12%
CTFG
804
Capstone Triton Financial Group
Oklahoma
$431K – – –
IPW
805
Inlet Private Wealth
Florida
$429K – – –
WA
806
WestEnd Advisors
North Carolina
$429K – – –
MMA
807
Miracle Mile Advisors
California
$427K -$1.56M -18,134 -78%
MA
808
MCF Advisors
Kentucky
$423K -$13.2K -154 -3%
VFA
809
Valeo Financial Advisors
Indiana
$423K -$1.46K -17 -0.3%
SRC
810
Sage Rhino Capital
California
$423K +$35.7K +416 +9%
FA
811
Faithward Advisors
Pennsylvania
$422K -$86 -1 -0%
DILIC
812
Dai-ichi Life Insurance Company
Japan
$421K – – –
PMAS
813
PNC Managed Account Solutions
Texas
$418K +$418K +4,875 New
MIC
814
Means Investment Company
Maine
$414K +$40.6K +473 +11%
GG
815
Gofen & Glossberg
Illinois
$412K +$687 +8 +0.2%
RC
816
Roundview Capital
New Jersey
$410K +$33.8K +394 +9%
APW
817
Austin Private Wealth
Texas
$409K +$2.75K +32 +0.7%
APWM
818
Atlas Private Wealth Management
New York
$408K +$71.9K +837 +21%
EIP
819
Easterly Investment Partners
Massachusetts
$407K – – –
HA
820
HYA Advisors
Missouri
$407K +$2.66K +31 +0.7%
SSG
821
Summit Securities Group
New York
$401K -$11K -128 -3%
MAFM
822
Mid Atlantic Financial Management
Pennsylvania
$400K +$27.3K +318 +7%
WT
823
Washington Trust
Rhode Island
$399K – – –
SAM
824
SignalPoint Asset Management
Missouri
$398K -$3.52K -41 -0.9%
SAM
825
S.A. Mason
Michigan
$398K -$429 -5 -0.1%
31 32
33
34 35