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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 %
GWM
1026
GSB Wealth Management
Connecticut
$204K +$204K +2,500 New
BJL
1027
Brighton Jones LLC
Washington
$203K +$203K +2,492 New
FC
1028
Forte Capital
New York
$202K +$202K +2,472 New
SI
1029
SCP Investment
California
$202K +$202K +2,480 New
AIM
1030
Anchor Investment Management
South Carolina
$202K -$44.6K -547 -18%
ACM
1031
Azimuth Capital Management
Michigan
$201K -$45.9K -562 -19%
DWM
1032
Denver Wealth Management
Colorado
$201K +$201K +2,324 New
MFA
1033
Mayflower Financial Advisors
Massachusetts
$201K +$201K +2,464 New
OQS
1034
Occudo Quantitative Strategies
Florida
$200K -$170K -2,092 -46%
DLA
1035
Douglas Lane & Associates
New York
$200K +$200K +2,453 New
BCA
1036
Bray Capital Advisors
Florida
$192K +$1.39K +17 +0.7%
CAM
1037
Close Asset Management
United Kingdom
$192K +$3.59K +44 +2%
CCM
1038
Copeland Capital Management
Pennsylvania
$190K -$736K -9,008 -79%
WAP
1039
Wealthcare Advisory Partners
Pennsylvania
$190K +$190K +2,336 New
MCM
1040
Manchester Capital Management
Vermont
$185K +$172K +2,117 +1,357%
LWM
1041
Liberty Wealth Management
California
$169K – – –
TFO
1042
Tarbox Family Office
California
$169K – – –
FWM
1043
Focused Wealth Management
New York
$167K +$164 +2 +0.1%
PB
1044
Pinnacle Bancorp
Nebraska
$163K – – –
FPS
1045
Fieldpoint Private Securities
Connecticut
$162K – – –
SWA
1046
Sutton Wealth Advisors
Florida
$161K +$1.14K +14 +0.7%
Jones Financial Companies
1047
Jones Financial Companies
Missouri
$160K +$15.5K +191 +11%
LWANC
1048
Laurel Wealth Advisors (North Carolina)
North Carolina
$157K +$1.14K +14 +0.7%
DSC
1049
Duncker Streett & Co
Missouri
$156K +$3.26K +40 +2%
EFSCE
1050
Enterprise Financial Services Corp (EFSC)
Missouri
$154K +$3.18K +39 +2%
40 41
42
43 44