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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 %
YMRC
976
Yorktown Management & Research Company
Virginia
$250K – – –
DILIC
977
Dai-ichi Life Insurance Company
Japan
$249K – – –
RIA
978
Regal Investment Advisors
Michigan
$249K +$35.2K +485 +16%
DWM
979
Dakota Wealth Management
Florida
$249K +$249K +3,425 New
TWM
980
Tolleson Wealth Management
Texas
$248K – – –
XT
981
XTX Topco
Cayman Islands
$247K +$247K +3,404 New
BCM
982
Bluefin Capital Management
New York
$246K -$28.9K -400 -11%
RVPG
983
Relative Value Partners Group
$246K – – –
LWAC
984
Laurel Wealth Advisors (California)
California
$245K -$12.3K -170 -5%
DTC
985
Davidson Trust Company
Washington
$244K -$434 -6 -0.2%
EGA
986
E&G Advisors
Texas
$243K – – –
JCIA
987
Jackson Creek Investment Advisors
Colorado
$243K +$243K +3,347 New
TWM
988
Thrive Wealth Management
Pennsylvania
$243K +$243K +3,358 New
AIM
989
Allen Investment Management
New York
$242K – – –
WG
990
Welch Group
Alabama
$241K +$241K +3,328 New
FCCM
991
First City Capital Management
Georgia
$240K +$240K +2,703 New
AAS
992
Ameritas Advisory Services
Nebraska
$240K +$240K +3,314 New
LTI
993
Laffer Tengler Investments
Tennessee
$239K +$21.7K +300 +10%
FWP
994
FAS Wealth Partners
Kansas
$238K +$1.74K +24 +0.7%
FNBOSM
995
First National Bank of South Miami
Florida
$237K +$2.75K +38 +1%
AWA
996
Arete Wealth Advisors
Illinois
$237K +$237K +3,148 New
SBIA
997
Sheaff Brock Investment Advisors
Indiana
$236K -$35K -483 -13%
SPWM
998
Schrum Private Wealth Management
Florida
$236K +$236K +3,281 New
BEC
999
Blue Edge Capital
Virginia
$235K -$72.2K -996 -23%
CG
1000
Cutler Group
California
$235K -$818K -11,310 -78%
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40
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