PSX icon

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 %
FM
901
Foster & Motley
Ohio
$307K -$15.9K -219 -5%
SAM
902
SignalPoint Asset Management
Missouri
$306K -$12.2K -168 -4%
FC
903
FORA Capital
Florida
$302K -$443K -6,102 -59%
PA
904
PFG Advisors
Arizona
$302K +$302K +4,170 New
CG
905
Caprock Group
Idaho
$301K -$452K -6,246 -60%
JCM
906
J2 Capital Management
Michigan
$301K +$301K +4,154 New
DGAM
907
Desjardins Global Asset Management
Quebec, Canada
$300K +$300K +4,142 New
LCM
908
LVM Capital Management
Michigan
$299K – – –
SWM
909
Segment Wealth Management
Texas
$297K – – –
EH
910
Equitable Holdings
New York
$297K +$4.28K +59 +1%
JHCP
911
Jackson Hole Capital Partners
Oklahoma
$295K -$37.5K -518 -11%
KA
912
Kovack Advisors
Florida
$295K +$8.05K +111 +3%
WA
913
WBH Advisory
Maryland
$293K +$14.8K +205 +5%
JGUA
914
John G. Ullman & Associates
New York
$291K – – –
VAM
915
Verity Asset Management
North Carolina
$291K +$23.9K +330 +9%
BFPW
916
BOK Financial Private Wealth
Colorado
$290K +$290K +3,996 New
AGP
917
Autumn Glory Partners
Texas
$290K +$290K +4,000 New
KIA
918
KCM Investment Advisors
California
$289K -$2.61K -36 -0.9%
SC
919
Scotia Capital
Ontario, Canada
$287K -$31.9K -441 -10%
ZB
920
Zions Bancorporation
Utah
$287K +$1.96K +27 +0.7%
BC
921
Bridgefront Capital
Texas
$286K +$286K +3,943 New
MIM
922
MTM Investment Management
South Carolina
$285K -$193K -2,660 -40%
NFC
923
Northeast Financial Consultants
Connecticut
$283K -$105K -1,450 -27%
WI
924
Wedgewood Investors
Pennsylvania
$283K – – –
CPC
925
Congress Park Capital
New York
$282K -$90.6K -1,250 -24%
35 36
37
38 39