PSX icon

Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
State Street
Massachusetts
+$196M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$88.7M
3
KBC Group
KBC Group
Belgium
+$82.6M
4
PPA
Parametric Portfolio Associates
Washington
+$77.2M
5
Bank of America
Bank of America
North Carolina
+$73.6M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$78M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.5M
3
PP
Prudential plc
United Kingdom
-$51.2M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$30.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$26.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
951
Montag & Associates
Georgia
$252K – – –
FCCM
952
First City Capital Management
Georgia
$252K +$256 +3 +0.1%
AF
953
Allworth Financial
California
$247K -$14.5K -178 -6%
VCG
954
Vantage Consulting Group
Virginia
$247K +$34.9K +429 +16%
FWP
955
FAS Wealth Partners
Kansas
$246K – – –
WSTAM
956
Wilbanks Smith & Thomas Asset Management
Virginia
$246K +$246K +3,011 New
MHS
957
M Holdings Securities
Oregon
$245K +$245K +3,010 New
MFW
958
Mosaic Family Wealth
Missouri
$244K -$4.9K -60 -2%
MIM
959
Merrion Investment Management
New Jersey
$244K – – –
PK
960
Pflug Koory
Nebraska
$243K -$17.9K -220 -7%
LCM
961
Leisure Capital Management
California
$242K -$3.18K -39 -1%
SIM
962
SSI Investment Management
California
$241K +$241K +2,955 New
EFS
963
Essex Financial Services
Connecticut
$240K -$332K -4,073 -58%
MCA
964
Mercer Capital Advisers
New Jersey
$240K – – –
LOAMS
965
Lombard Odier Asset Management (Switzerland)
Switzerland
$239K +$239K +2,930 New
ECM
966
Evergreen Capital Management
Washington
$238K -$30.1K -370 -11%
FSC
967
Full Sail Capital
Oklahoma
$237K – – –
LC
968
LCNB Corp
Ohio
$236K -$1.31K -16 -0.6%
TAM
969
Townsend Asset Management
North Carolina
$236K – – –
TCOV
970
Trust Company of Vermont
Vermont
$236K +$2.04K +25 +0.9%
PA
971
PFG Advisors
Arizona
$236K +$236K +2,898 New
HWA
972
HCR Wealth Advisors
California
$234K -$12.5K -153 -5%
WIA
973
World Investment Advisors
California
$234K -$10.7K -127 -4%
S
974
SignatureFD
Georgia
$234K -$2.45K -30 -1%
MWPCG
975
Measured Wealth Private Client Group
New Hampshire
$234K +$234K +2,868 New
37 38
39
40 41