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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 %
DWM
976
Dakota Wealth Management
Florida
$256K 2,984 -226 -7%
FHA
977
First Horizon Advisors
Tennessee
$256K 2,994 -164 -5%
EGA
978
E&G Advisors
Texas
– – – –
LWCFA
979
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K 2,947 +279 +10%
NW
980
NewEdge Wealth
Pennsylvania
$253K 2,945 +2,945 New
SIM
981
SSI Investment Management
California
$252K 2,941 -14 -0.5%
FSC
982
Full Sail Capital
Oklahoma
$252K 2,937 – –
MCA
983
Mercer Capital Advisers
New Jersey
$252K 2,941 – –
CCA
984
Cobblestone Capital Advisors
New York
$252K 2,939 +69 +2%
MMG
985
Monetary Management Group
Missouri
$251K 2,927 +100 +4%
BJL
986
Brighton Jones LLC
Washington
$250K 2,919 +427 +17%
PA
987
PFG Advisors
Arizona
$249K 2,898 – –
MWPCG
988
Measured Wealth Private Client Group
New Hampshire
$249K 2,896 +28 +1%
LC
989
LCNB Corp
Ohio
$248K 2,890 – –
TAM
990
Townsend Asset Management
North Carolina
$248K 2,894 +1 +0%
FFBTD
991
First Financial Bank - Trust Division
Ohio
$248K 2,887 +30 +1%
FAIM
992
Financial Advocates Investment Management
Washington
$247K 2,880 -280 -9%
CCM
993
Chilton Capital Management
Texas
$247K 2,881 +2,881 New
PIM
994
Perpetual Investment Management
Australia
$246K 2,869 -107,145 -97%
HWA
995
HCR Wealth Advisors
California
$246K 2,872 – –
JSL
996
JT Stratford LLC
Georgia
$245K 2,860 -341 -11%
GSEP
997
Golden State Equity Partners
California
$244K 2,844 -5,323 -65%
CWA
998
Canvas Wealth Advisors
Kansas
$243K 2,835 +150 +6%
CC
999
Cadinha & Co
Hawaii
$242K 2,815 – –
HI
1000
Horizon Investments
North Carolina
$241K 2,808 +71 +3%
38 39
40
41 42