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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.

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 Market Value Shares Shares
Change 		Shares
Change %
AFP
926
Ausdal Financial Partners
Iowa
$295K 3,432 – –
GJIC
927
Gamble Jones Investment Counsel
California
$295K 3,442 +2 +0.1%
RVPG
928
Relative Value Partners Group
$294K 3,429 -34 -1%
TWM
929
Tolleson Wealth Management
Texas
$294K 3,425 – –
BCM
930
Birmingham Capital Management
Alabama
$293K 3,416 +30 +0.9%
PWMG
931
Prestige Wealth Management Group
New Jersey
$292K 3,406 +66 +2%
WPA
932
West Paces Advisors
Georgia
$291K 3,391 -206 -6%
DWT
933
Dorsey & Whitney Trust
South Dakota
$290K 3,379 -369 -10%
FNBOSM
934
First National Bank of South Miami
Florida
$290K 3,380 -239 -7%
CCM
935
Compton Capital Management
Rhode Island
$290K 3,375 -50 -1%
DTC
936
Davidson Trust Company
Washington
$289K 3,372 +136 +4%
FNBSF
937
First National Bank Sioux Falls
South Dakota
$289K 3,370 +195 +6%
CIAS
938
Capital Investment Advisory Services
North Carolina
$288K 3,353 -169 -5%
PK
939
Pflug Koory
Nebraska
$288K 3,353 +371 +12%
TCOV
940
Trust Company of Vermont
Vermont
$288K 3,356 +465 +16%
BA
941
Ballew Advisors
Mississippi
$287K 3,520 -3,520 -50%
AIM
942
Allen Investment Management
New York
$287K 3,342 – –
WA
943
WBH Advisory
Maryland
$286K 3,845 -599 -13%
IA
944
IFG Advisory
Georgia
$285K 3,328 -857 -20%
WSTAM
945
Wilbanks Smith & Thomas Asset Management
Virginia
$285K 3,321 +310 +10%
SF
946
Summit Financial
New Jersey
$283K 3,302 +3,302 New
AC
947
Avestar Capital
New York
$283K 3,296 -6 -0.2%
CG
948
Cutler Group
California
$282K 3,295 +3,295 New
TCM
949
Triumph Capital Management
Colorado
$282K 3,586 +3,586 New
ECM
950
Evergreen Capital Management
Washington
$281K 3,276 +355 +12%
36 37
38
39 40