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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
1
Millennium Management
New York
$229M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$607M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$84.3M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$87M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$70.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$54M
2
BlackRock
2
BlackRock
New York
$2.27B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$229M
4
Bank of America
4
Bank of America
North Carolina
$442M
5
EIP
5
Epoch Investment Partners
New York
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
APP
951
Avantax Planning Partners
Iowa
$267K -$40.9K -565 -13%
MTC
952
McDaniel Terry & Co
Texas
$267K – – –
TI
953
Tidal Investments
Wisconsin
$267K +$267K +3,688 New
WANY
954
Wealthspire Advisors (New York)
New York
$266K +$8.83K +122 +3%
MI
955
Markston International
New York
$265K -$92.1K -1,273 -26%
IAMOG
956
Investors Asset Management of Georgia
Georgia
$265K – – –
BHWM
957
Beaird Harris Wealth Management
Texas
$265K +$265K +3,660 New
PWMG
958
Prestige Wealth Management Group
New Jersey
$261K -$45.2K -622 -15%
NA
959
Navellier & Associates
Nevada
$261K -$14.5K -200 -5%
Dodge & Cox
960
Dodge & Cox
California
$261K – – –
ARC
961
Advisor Resource Council
Texas
$261K +$261K +3,603 New
MCA
962
MSH Capital Advisors
Arizona
$261K +$261K +3,600 New
MGIA
963
Moneta Group Investment Advisors
Missouri
$260K -$725 -10 -0.3%
ST
964
Spinnaker Trust
Maine
$260K – – –
VIA
965
Vident Investment Advisory
Georgia
$259K -$19K -262 -7%
QTM
966
qPULA Trading Management
New York
$259K +$259K +3,568 New
MFA
967
Mayflower Financial Advisors
Massachusetts
$258K -$51.1K -706 -17%
GIA
968
GHP Investment Advisors
Colorado
$257K -$7.19K -99 -3%
FMB
969
Field & Main Bank
Kentucky
$257K -$1.09K -15 -0.4%
HA
970
Harbor Advisors
Florida
$257K – – –
DS
971
DRW Securities
Illinois
$257K +$257K +3,546 New
MA
972
Mutual Advisors
Nebraska
$256K +$8.05K +111 +3%
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K +$68.8K +949 +37%
GJIC
974
Gamble Jones Investment Counsel
California
$252K +$944 +13 +0.4%
MPM
975
MBB Public Markets
Illinois
$251K +$251K +3,461 New
37 38
39
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