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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 %
FBT
826
First Bankers Trust
Kentucky
$369K -$196K -2,400 -35%
HB
827
Homrich & Berg
Georgia
$369K -$41.7K -512 -10%
SRC
828
Sage Rhino Capital
California
$368K +$59.9K +735 +19%
SIM
829
Sentry Investment Management
Wisconsin
$364K -$1.77M -21,715 -83%
CMO
830
Covenant Multifamily Offices
Texas
$363K +$363K +4,455 New
WA
831
WBH Advisory
Maryland
$362K +$27.9K +342 +8%
MYAM
832
Meiji Yasuda Asset Management
Japan
$362K +$362K +4,434 New
CP
833
Camelot Portfolios
Ohio
$360K -$170K -2,082 -32%
PNC
834
Park National Corp
Ohio
$359K -$15.5K -190 -4%
WIA
835
Westbourne Investment Advisors
Maryland
$359K – – –
RC
836
Roundview Capital
New Jersey
$357K -$11K -135 -3%
MIC
837
Means Investment Company
Maine
$355K +$163 +2 +0%
KIA
838
KCM Investment Advisors
California
$355K +$19.2K +235 +6%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$354K +$10.4K +128 +3%
SCM
840
Stevens Capital Management
Pennsylvania
$354K +$354K +4,343 New
MMPW
841
Mitchell McLeod Pugh & Williams
Alabama
$351K +$25.3K +310 +8%
SP
842
Successful Portfolios
Florida
$350K – – –
MWM
843
Mission Wealth Management
California
$349K -$29.6K -363 -8%
LCM
844
LVM Capital Management
Michigan
$345K – – –
BEC
845
Blue Edge Capital
Virginia
$345K -$52.7K -646 -13%
PP
846
PDS Planning
Ohio
$344K -$17.1K -209 -5%
GIA
847
GHP Investment Advisors
Colorado
$344K -$7.33K -90 -2%
TSS
848
Two Sigma Securities
New York
$343K +$343K +4,209 New
EM
849
Excalibur Management
Massachusetts
$342K -$2.04K -25 -0.6%
IA
850
IFG Advisory
Georgia
$341K +$56.5K +693 +20%
32 33
34
35 36