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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 %
ECM
876
Evergreen Capital Management
Washington
$333K +$651 +9 +0.2%
WCM
877
Whitener Capital Management
North Carolina
$333K +$60.5K +837 +22%
PCS
878
Personal CFO Solutions
New Jersey
$331K +$331K +4,568 New
VA
879
Valmark Advisers
Ohio
$330K -$35.9K -495 -10%
MIC
880
Means Investment Company
Maine
$330K +$434 +6 +0.1%
RP
881
Riverwater Partners
Wisconsin
$330K +$330K +4,549 New
AWM
882
Avior Wealth Management
Nebraska
$327K -$22.2K -307 -6%
ECM
883
Estabrook Capital Management
New York
$326K +$63K +870 +24%
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$326K +$10.2K +140 +3%
BFM
885
Boothbay Fund Management
New York
$326K +$326K +4,496 New
P
886
Pitcairn
Pennsylvania
$325K -$4.13K -57 -1%
CC
887
Centiva Capital
New York
$324K -$399K -5,503 -55%
CIBC World Market
888
CIBC World Market
Ontario, Canada
$324K +$99.2K +1,368 +44%
BB
889
Busey Bank
Illinois
$323K -$216K -2,987 -40%
JE
890
JMAC Enterprises
Pennsylvania
$321K +$321K +3,635 New
CCC
891
Crescent Capital Consulting
Louisiana
$319K +$726 +10 +0.2%
SIG
892
Spinnaker Investment Group
California
$317K +$317K +3,630 New
APW
893
Austin Private Wealth
Texas
$316K -$7.46K -103 -2%
FNBT
894
FineMark National Bank & Trust
Florida
$315K -$36.6K -504 -10%
AWA
895
Alaska Wealth Advisors
Alaska
$315K +$28.7K +396 +10%
PPP
896
Private Portfolio Partners
New Jersey
$313K +$313K +4,316 New
BA
897
Ballew Advisors
Mississippi
$312K – – –
BJL
898
Brighton Jones LLC
Washington
$310K +$310K +4,285 New
RE
899
RBC Europe
United Kingdom
$308K -$185K -2,554 -38%
CPWA
900
Cerro Pacific Wealth Advisors
California
$307K -$21.6K -298 -7%
34 35
36
37 38