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Phillips 66
PSX

Overview Fund Activity

1,318 hedge funds and large institutions have $26.3B invested in Phillips 66 in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 499 increasing their positions, 453 reducing their positions, and 71 closing their positions.

Holders
1,318
Holders Change
+53
Holders Change %
+4.19%
% of All Funds
23.01%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
135
Increased
499
Reduced
453
Closed
71
Calls
$327M
Puts
$235M
Net Calls
+$92.3M
Net Calls Change
-$83.5M

Top Buyers

1
Geode Capital Management
1
Geode Capital Management
Massachusetts
$638M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$520M
3
BlackRock
3
BlackRock
New York
$2.92B
4
Bank of America
4
Bank of America
North Carolina
$609M
5
Millennium Management
5
Millennium Management
New York
$51.1M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$620M
2
Morgan Stanley
2
Morgan Stanley
New York
$295M
3
LSV Asset Management
3
LSV Asset Management
Illinois
$195M
4
Wells Fargo
4
Wells Fargo
California
$1.28B
5
RP
5
RR Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
1026
Manchester Capital Management
Vermont
$227K 2,640 +367 +16%
CPIG
1027
Chicago Partners Investment Group
Illinois
$226K 3,037 +131 +5%
SS
1028
Simplicity Solutions
Minnesota
$226K 2,631 +2,631 New
APW
1029
Acima Private Wealth
Virginia
$223K 2,600 – –
LWM
1030
Liberty Wealth Management
California
$223K 2,597 +84 +3%
MSAM
1031
Moloney Securities Asset Management
Missouri
$223K 2,595 +2,595 New
WTB
1032
Washington Trust Bank
Washington
$222K 2,590 -44 -2%
JFA
1033
JNBA Financial Advisors
Minnesota
$221K 2,574 -128 -5%
CG
1034
CFO4Life Group
Texas
$221K 2,579 – –
BFS
1035
Bradley Foster & Sargent
Connecticut
$221K 2,571 – –
JGC
1036
J. Goldman & Co
New York
$221K 2,577 +2,577 New
CFA
1037
CWS Financial Advisors
Michigan
$220K 2,566 – –
BONH
1038
Bank of New Hampshire
New Hampshire
$220K 2,562 +2,562 New
FMWA
1039
Forvis Mazars Wealth Advisors
Missouri
$219K 2,548 -1,136 -31%
NFGCM
1040
Norman Fields Gottscho Capital Management
New York
$219K 2,555 -20 -0.8%
CIC
1041
Crawford Investment Counsel
Georgia
$219K 2,556 – –
DAC
1042
Dividend Assets Capital
South Carolina
$219K 2,553 – –
SIC
1043
Samalin Investment Counsel
New York
$219K 2,554 +4 +0.2%
LPIC
1044
LeJeune Puetz Investment Counsel
Michigan
$218K 2,537 – –
PT
1045
Plimoth Trust
Massachusetts
$217K 2,526 – –
GWM
1046
GSB Wealth Management
Connecticut
$215K 2,500 – –
NCM
1047
Next Capital Management
New York
$215K 2,500 – –
ALAM
1048
Asahi Life Asset Management
Japan
$215K 2,500 +2,500 New
RIA
1049
Regal Investment Advisors
Michigan
$215K 2,509 +2,509 New
BIC
1050
Beach Investment Counsel
Pennsylvania
$211K 2,460 -100 -4%
40 41
42
43 44