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Phillips 66
PSX

Overview Fund Activity

1,349 hedge funds and large institutions have $22.2B invested in Phillips 66 in 2021 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 462 increasing their positions, 456 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
+119
Holders Change %
+9.67%
% of All Funds
20.83%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
228
Increased
462
Reduced
456
Closed
84
Calls
$458M
Puts
$246M
Net Calls
+$212M
Net Calls Change
+$20.4M

Top Buyers

1
Millennium Management
Millennium Management
New York
$229M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$607M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$84.3M
4
Marshall Wace
Marshall Wace
United Kingdom
$87M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54M
2
BlackRock
BlackRock
New York
$2.27B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
4
Bank of America
Bank of America
North Carolina
$442M
5
EIP
Epoch Investment Partners
New York
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
826
Altium Wealth Management
New York
$377K -$62.1K -856 -14%
HDIM
827
Hanson & Doremus Investment Management
Vermont
$377K -$8.63K -119 -2%
AWM
828
Avaii Wealth Management
Wisconsin
$377K +$377K +5,205 New
MHI
829
Miller Howard Investments
New York
$375K -$8.12K -112 -2%
SWM
830
SeaCrest Wealth Management
New York
$375K +$4.63K +64 +1%
CTFG
831
Capstone Triton Financial Group
Oklahoma
$375K +$10.9K +150 +3%
FSWA
832
Financial Synergies Wealth Advisors
Texas
$373K +$362 +5 +0.1%
CI
833
Conning Inc
Connecticut
$373K -$28K -387 -7%
PA
834
Probity Advisors
Texas
$369K +$48.7K +672 +15%
TCM
835
Teza Capital Management
Illinois
$369K +$369K +5,094 New
OSAM
836
O'Shaughnessy Asset Management
Connecticut
$368K -$416K -5,732 -53%
WTC
837
WhitTier Trust Company
Nevada
$368K -$7.25K -100 -2%
CCA
838
Checchi Capital Advisers
California
$368K +$118K +1,622 +47%
VCWA
839
Vanguard Capital Wealth Advisors
Colorado
$368K +$153K +2,114 +71%
AFP
840
Ausdal Financial Partners
Iowa
$367K -$10.3K -142 -3%
WIC
841
Wilkins Investment Counsel
Massachusetts
$367K – – –
VBCG
842
Valley Brook Capital Group
Pennsylvania
$366K +$7.39K +102 +2%
FMBTD
843
First Midwest Bank Trust Division
Illinois
$366K +$38.6K +533 +12%
IPW
844
Inlet Private Wealth
Florida
$364K +$1.88K +26 +0.5%
LOAMS
845
Lombard Odier Asset Management (Switzerland)
Switzerland
$364K +$364K +5,027 New
CCFCSB
846
Cape Cod Five Cents Savings Bank
Massachusetts
$362K -$22.3K -307 -6%
IVP
847
Intrinsic Value Partners
Arizona
$362K +$362K +4,991 New
JWCA
848
J.W. Coons Advisors
Ohio
$360K -$870 -12 -0.2%
PFP
849
Pinnacle Financial Partners
Tennessee
$359K -$4.86K -67 -1%
TVAMP
850
Tennessee Valley Asset Management Partners
Tennessee
$357K +$22.9K +316 +7%
32 33
34
35 36