PSX icon

Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
Barclays
United Kingdom
$311M
2
Allianz Asset Management
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$505M
4
BlackRock
BlackRock
New York
$2.31B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$164K +$37.1K +529 +29%
AIM
1002
Anchor Investment Management
South Carolina
$163K -$1.33K -19 -0.8%
TFO
1003
Tarbox Family Office
California
$163K -$281 -4 -0.2%
FPB
1004
First PREMIER Bank
South Dakota
$154K +$51.9K +740 +51%
DAC
1005
Dividend Assets Capital
South Carolina
$153K -$26.3K -375 -15%
SNT
1006
Security National Trust
West Virginia
$146K – – –
FWM
1007
Focused Wealth Management
New York
$143K +$70 +1 +0%
PB
1008
Pinnacle Bancorp
Nebraska
$140K – – –
Jones Financial Companies
1009
Jones Financial Companies
Missouri
$139K -$19.2K -274 -12%
GI
1010
Gradient Investments
Minnesota
$138K +$421 +6 +0.3%
SWA
1011
Sutton Wealth Advisors
Florida
$138K -$700 -10 -0.5%
LWANC
1012
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K -$3.65K -52 -3%
CWA
1013
Clearview Wealth Advisors
Oregon
$133K +$70 +1 +0.1%
BCA
1014
Berman Capital Advisors
Georgia
$129K +$38.2K +549 +42%
JFGIW
1015
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K -$17.4K -250 -12%
CBT
1016
Central Bank & Trust
Kentucky
$124K -$740K -10,594 -86%
FPS
1017
Fieldpoint Private Securities
Connecticut
$123K -$31.2K -447 -20%
VC
1018
Vestor Capital
Illinois
$120K – – –
APC
1019
Aspire Private Capital
North Carolina
$117K – – –
HWA
1020
HHM Wealth Advisors
Tennessee
$112K – – –
TWA
1021
TCI Wealth Advisors
Arizona
$108K -$1.69K -24 -2%
ETC
1022
Exchange Traded Concepts
Oklahoma
$108K +$101K +1,435 +1,421%
S
1023
Seeyond
France
$106K -$322K -4,602 -75%
ST
1024
Smithfield Trust
Pennsylvania
$105K – – –
EWM
1025
Edge Wealth Management
New York
$105K – – –
39 40
41
42 43