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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 %
CCA
976
Cobblestone Capital Advisors
New York
$234K +$234K +2,870 New
FFBTD
977
First Financial Bank - Trust Division
Ohio
$233K -$4.89K -60 -2%
MMG
978
Monetary Management Group
Missouri
$231K – – –
CC
979
Cadinha & Co
Hawaii
$230K +$230K +2,815 New
WPW
980
Waldron Private Wealth
Pennsylvania
$230K +$230K +2,823 New
JWCA
981
J.W. Cole Advisors
Florida
$229K -$23K -282 -9%
AWM
982
Aries Wealth Management
Maine
$227K -$1.59K -20 -0.7%
NIPH
983
NN Investment Partners Holdings
Netherlands
$226K -$4.41M -54,164 -95%
OWP
984
Obermeyer Wealth Partners
Colorado
$225K +$225K +2,761 New
TCM
985
Tributary Capital Management
Nebraska
$224K +$224K +2,750 New
BOS
986
Bank of Stockton
California
$224K +$224K +2,755 New
HI
987
Horizon Investments
North Carolina
$223K +$223K +2,737 New
PPP
988
Private Portfolio Partners
New Jersey
$222K +$222K +2,725 New
CPIG
989
Chicago Partners Investment Group
Illinois
$222K +$3.44K +45 +2%
DWA
990
Douglass Winthrop Advisors
New York
$222K +$222K +2,725 New
RPC
991
Rossmore Private Capital
Connecticut
$221K +$221K +2,705 New
WIA
992
Wealthstreet Investment Advisors
Texas
$221K +$221K +2,711 New
IIM
993
Ipswich Investment Management
Massachusetts
$220K -$18.7K -230 -8%
JFA
994
JNBA Financial Advisors
Minnesota
$220K +$147K +1,807 +202%
SCA
995
STALEY CAPITAL ADVISERS
Pennsylvania
$220K +$220K +2,700 New
PL
996
Plancorp LLC
Missouri
$220K +$220K +2,702 New
BB
997
Busey Bank
Illinois
$219K +$219K +2,690 New
LWCFA
998
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$218K +$6.86K +84 +3%
PCMC
999
Paragon Capital Management (Colorado)
Colorado
$218K +$218K +2,669 New
TCA
1000
Transcend Capital Advisors
New Jersey
$217K +$217K +2,655 New
38 39
40
41 42