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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 %
SIM
926
Sentry Investment Management
Wisconsin
$282K – – –
Assenagon Asset Management
927
Assenagon Asset Management
Luxembourg
$281K -$25.6K -353 -8%
CPIG
928
Chicago Partners Investment Group
Illinois
$280K +$272 +3 +0.1%
FNBSF
929
First National Bank Sioux Falls
South Dakota
$280K +$35.6K +491 +15%
WWM
930
Western Wealth Management
Colorado
$280K +$280K +3,855 New
TCOO
931
Trust Company of Oklahoma
Oklahoma
$279K -$151K -2,081 -35%
AIM
932
Acropolis Investment Management
Missouri
$279K -$12.3K -170 -4%
OPS
933
Orion Portfolio Solutions
Nebraska
$279K -$11.3K -156 -4%
WPW
934
Waldron Private Wealth
Pennsylvania
$278K +$145 +2 +0.1%
MGP
935
Metis Global Partners
California
$277K +$277K +3,822 New
FFBTD
936
First Financial Bank - Trust Division
Ohio
$276K – – –
MPAM
937
Murphy Pohlad Asset Management
Minnesota
$276K – – –
LWM
938
Loveless Wealth Management
Montana
$276K – – –
GF
939
Goodman Financial
Texas
$276K +$4.78K +66 +2%
TCM
940
Tributary Capital Management
Nebraska
$275K +$275K +3,800 New
HC
941
HNP Capital
New York
$274K +$7.11K +98 +3%
VRM
942
Vectors Research Management
New York
$274K +$7.11K +98 +3%
ARMC
943
American Research & Management Company
Massachusetts
$272K +$5.14K +71 +2%
IF
944
Insight Folios
North Carolina
$272K +$13.5K +186 +5%
NFG
945
Nations Financial Group
Iowa
$271K +$271K +3,741 New
CIM
946
Corbyn Investment Management
Maryland
$269K – – –
JIC
947
Joel Isaacson & Co
New York
$268K -$13.4K -185 -5%
IA
948
IFG Advisory
Georgia
$268K +$5.93K +82 +2%
CIA
949
Capital Investment Advisors
Georgia
$268K +$16.8K +231 +7%
SCA
950
Snowden Capital Advisors
New York
$267K -$239K -3,306 -47%
36 37
38
39 40