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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 %
BB
876
Busey Bank
Illinois
$338K +$107K +1,253 +47%
CCM
877
Coldstream Capital Management
Washington
$337K +$51.6K +600 +18%
VI
878
Versor Investments
New York
$337K +$337K +3,926 New
WI
879
Wedgewood Investors
Pennsylvania
$335K – – –
SFA
880
Sequoia Financial Advisors
Ohio
$335K +$29.6K +345 +10%
CCC
881
Crescent Capital Consulting
Louisiana
$332K – – –
JIC
882
Joel Isaacson & Co
New York
$332K +$1.03K +12 +0.3%
WWM
883
Western Wealth Management
Colorado
$332K +$332K +3,882 New
S
884
SignatureFD
Georgia
$329K +$82.7K +962 +34%
MFW
885
Meristem Family Wealth
Minnesota
$329K +$329K +3,830 New
GF
886
Gries Financial
Ohio
$328K +$8.97K +125 +3%
PA
887
Probity Advisors
Texas
$328K +$35.8K +417 +12%
ZB
888
Zions Bancorporation
Utah
$328K +$60.9K +708 +23%
HC
889
HNP Capital
New York
$324K – – –
VRM
890
Vectors Research Management
New York
$324K – – –
WCM
891
Whitener Capital Management
North Carolina
$324K +$343 +4 +0.1%
BAM
892
Barrett Asset Management
New York
$324K +$51.5K +600 +19%
DIM
893
Delta Investment Management
California
$322K – – –
CIM
894
Corbyn Investment Management
Maryland
$322K – – –
GF
895
Goodman Financial
Texas
$322K – – –
DT
896
Diversified Trust
Tennessee
$321K +$321K +3,736 New
FBT
897
First Bankers Trust
Kentucky
$320K -$68.7K -800 -18%
FCBT
898
First Citizens Bank & Trust
North Carolina
$320K +$27.2K +317 +9%
TCM
899
Teza Capital Management
Illinois
$318K -$946K -11,037 -75%
IAMOG
900
Investors Asset Management of Georgia
Georgia
$318K -$8.59K -100 -3%
34 35
36
37 38