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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 %
MFW
1026
Mosaic Family Wealth
Missouri
$217K +$73 +1 +0%
EN1L
1027
Engine No 1 LLC
California
$217K +$217K +2,999 New
WPA
1028
West Paces Advisors
Georgia
$215K -$28.4K -392 -12%
MRCM
1029
M&R Capital Management
New Jersey
$214K – – –
NICM
1030
Neo Ivy Capital Management
New York
$214K +$24.9K +343 +13%
JSL
1031
JT Stratford LLC
Georgia
$214K +$214K +2,956 New
CFGS
1032
Concourse Financial Group Securities
Alabama
$212K -$89K -1,226 -30%
DWT
1033
Dorsey & Whitney Trust
South Dakota
$212K -$29.3K -406 -12%
FBT
1034
First Bankers Trust
Kentucky
$212K -$11.2K -155 -5%
CA
1035
Callahan Advisors
Texas
$212K -$10.9K -150 -5%
TFS
1036
Thoroughbred Financial Services
Tennessee
$212K +$212K +2,930 New
LPIC
1037
LeJeune Puetz Investment Counsel
Michigan
$211K -$21.8K -300 -9%
CCM
1038
Chilton Capital Management
Texas
$211K +$1.82K +25 +0.9%
FMWA
1039
Forvis Mazars Wealth Advisors
Missouri
$211K +$211K +2,911 New
LGF
1040
LGT Group Foundation
Liechtenstein
$210K +$210K +2,900 New
FHA
1041
Flagship Harbor Advisors
Massachusetts
$210K +$210K +2,903 New
DCM
1042
Dupont Capital Management
Delaware
$209K -$187K -2,580 -47%
FCBT
1043
First Citizens Bank & Trust
North Carolina
$209K -$110K -1,514 -34%
LC
1044
Lindbrook Capital
California
$209K +$15.8K +218 +8%
QCG
1045
Quadrant Capital Group
Ohio
$209K +$33K +455 +19%
SW
1046
SVB Wealth
Massachusetts
$208K -$51.8K -713 -20%
BHBT
1047
Burke & Herbert Bank & Trust
Virginia
$208K -$43.3K -596 -17%
PC
1048
Port Capital
Illinois
$208K – – –
SICM
1049
Sustainable Insight Capital Management
New York
$208K +$208K +2,868 New
CSIA
1050
Carl Stuart Investment Advisor
Texas
$207K +$207K +2,863 New
40 41
42
43 44