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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 %
MTC
901
McDaniel Terry & Co
Texas
$317K – – –
LOAMS
902
Lombard Odier Asset Management (Switzerland)
Switzerland
$317K +$65.9K +769 +26%
ARMC
903
American Research & Management Company
Massachusetts
$316K -$8.58K -100 -3%
CAL
904
Capital Analysts LLC
Pennsylvania
$315K +$16.4K +191 +5%
SIC
905
Salem Investment Counselors
North Carolina
$314K – – –
LWM
906
Loveless Wealth Management
Montana
$310K – – –
CIA
907
Capital Investment Advisors
Georgia
$310K +$86 +1 +0%
Dodge & Cox
908
Dodge & Cox
California
$309K – – –
ST
909
Spinnaker Trust
Maine
$308K – – –
SBIA
910
Sheaff Brock Investment Advisors
Indiana
$307K +$1.29K +15 +0.4%
WDC
911
Woodward Diversified Capital
California
$307K +$3.44K +40 +1%
SBL
912
Sargent Bickham Lagudis
Colorado
$307K +$10.6K +124 +4%
ECM
913
Estabrook Capital Management
New York
$306K +$1.29K +15 +0.4%
FMB
914
Field & Main Bank
Kentucky
$306K +$3.35K +39 +1%
ST
915
Sentinel Trust
Texas
$305K +$305K +3,559 New
HA
916
Harbor Advisors
Florida
$304K – – –
SC
917
Searle & Co
Connecticut
$304K – – –
MFA
918
Mayflower Financial Advisors
Massachusetts
$301K +$89.3K +1,040 +42%
SCM
919
Stevens Capital Management
Pennsylvania
$300K -$72.8K -848 -20%
LHC
920
Little House Capital
Massachusetts
$300K +$300K +3,495 New
MGIA
921
Moneta Group Investment Advisors
Missouri
$298K +$7.47K +87 +3%
BHBT
922
Burke & Herbert Bank & Trust
Virginia
$297K – – –
YMRC
923
Yorktown Management & Research Company
Virginia
$296K – – –
VCWA
924
Vanguard Capital Wealth Advisors
Colorado
$296K +$1.03K +12 +0.3%
CRC
925
Curi RMB Capital
Illinois
$296K +$4.11K +48 +1%
35 36
37
38 39