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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 %
PP
1001
PDS Planning
Ohio
$235K +$217 +3 +0.1%
HI
1002
Horizon Investments
North Carolina
$234K +$15.5K +214 +7%
LHC
1003
Little House Capital
Massachusetts
$233K – – –
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$232K +$7.25K +100 +3%
NW
1005
NewEdge Wealth
Pennsylvania
$230K +$230K +3,176 New
MM
1006
MQS Management
New York
$230K +$230K +3,177 New
CBT
1007
CoreFirst Bank & Trust
Kansas
$229K -$92K -1,271 -29%
TCOV
1008
Trust Company of Vermont
Vermont
$228K +$1.02K +14 +0.4%
SFS
1009
Stiles Financial Services
Minnesota
$228K +$228K +3,144 New
BMC
1010
Beaton Management Company
Massachusetts
$227K – – –
WPP
1011
Whalerock Point Partners
Rhode Island
$226K – – –
ONB
1012
Old National Bancorp
Indiana
$225K +$225K +3,104 New
ZIM
1013
Zacks Investment Management
Illinois
$224K -$6.73M -92,912 -97%
AIP
1014
Ahrens Investment Partners
Louisiana
$224K -$311K -4,300 -58%
BFAG
1015
Blackston Financial Advisory Group
Florida
$224K +$224K +3,088 New
KCM
1016
Kanawha Capital Management
Virginia
$223K – – –
QP
1017
Quilter Plc
United Kingdom
$221K -$90.5K -1,199 -29%
PK
1018
Pflug Koory
Nebraska
$221K +$73 +1 +0%
EWA
1019
EverSource Wealth Advisors
Alabama
$220K +$220K +3,033 New
CP
1020
Camelot Portfolios
Ohio
$220K +$220K +3,039 New
OPTFSNA
1021
Old Point Trust & Financial Services N A
Virginia
$219K – – –
KWM
1022
Kolinsky Wealth Management
New Jersey
$219K +$219K +3,028 New
VAS
1023
Vestmark Advisory Solutions
Massachusetts
$218K -$65K -897 -23%
CAL
1024
Capital Analysts LLC
Pennsylvania
$217K -$7.23K -100 -3%
MIM
1025
Merrion Investment Management
New Jersey
$217K – – –
39 40
41
42 43