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 %
FMLI
1001
Fukoku Mutual Life Insurance
Japan
$216K – – –
LC
1002
Lindbrook Capital
California
$216K +$5.46K +67 +3%
WTB
1003
Washington Trust Bank
Washington
$215K -$20K -245 -9%
OCG
1004
Opus Capital Group
Ohio
$214K -$40.9K -500 -16%
PC
1005
Port Capital
Illinois
$214K +$214K +2,627 New
APW
1006
Acima Private Wealth
Virginia
$212K – – –
NFGCM
1007
Norman Fields Gottscho Capital Management
New York
$210K -$222K -2,720 -51%
QCG
1008
Quadrant Capital Group
Ohio
$210K +$8K +98 +4%
GLA
1009
Good Life Advisors
Pennsylvania
$210K +$210K +2,553 New
BFS
1010
Bradley Foster & Sargent
Connecticut
$210K +$210K +2,571 New
CG
1011
CFO4Life Group
Texas
$210K +$210K +2,579 New
MWA
1012
Meridian Wealth Advisors
Texas
$210K +$210K +2,580 New
BIC
1013
Beach Investment Counsel
Pennsylvania
$209K +$209K +2,560 New
CFA
1014
CWS Financial Advisors
Michigan
$209K +$209K +2,566 New
CIC
1015
Crawford Investment Counsel
Georgia
$208K -$190K -2,334 -48%
DAC
1016
Dividend Assets Capital
South Carolina
$208K – – –
SRC
1017
Shufro Rose & Co
New York
$208K +$208K +2,549 New
CWA
1018
Canvas Wealth Advisors
Kansas
$208K +$208K +2,685 New
LPIC
1019
LeJeune Puetz Investment Counsel
Michigan
$207K – – –
SIC
1020
Samalin Investment Counsel
New York
$207K +$207K +2,550 New
CIP
1021
Convergence Investment Partners
Florida
$206K -$1.24M -15,167 -86%
PT
1022
Plimoth Trust
Massachusetts
$206K +$206K +2,526 New
CSPIA
1023
Cary Street Partners Investment Advisory
Virginia
$205K +$170K +23,987 +493%
GI
1024
Gradient Investments
Minnesota
$204K -$626K -7,673 -75%
GWM
1025
GSB Wealth Management
Connecticut
$204K +$204K +2,500 New
39 40
41
42 43