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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 %
FMTC
1051
Farmers & Merchants Trust Company
California
$205K -$127K -1,752 -38%
TW
1052
TrinityPoint Wealth
Connecticut
$204K -$43.4K -598 -18%
SI
1053
Saxon Interests
Texas
$204K +$204K +2,363 New
FAIM
1054
Financial Advocates Investment Management
Washington
$204K +$204K +2,810 New
CC
1055
Cadinha & Co
Hawaii
$204K +$204K +2,815 New
RPC
1056
Rossmore Private Capital
Connecticut
$203K +$203K +2,801 New
RC
1057
Roundview Capital
New Jersey
$203K +$203K +2,805 New
WSTAM
1058
Wilbanks Smith & Thomas Asset Management
Virginia
$202K -$16.8K -232 -8%
HWA
1059
HCR Wealth Advisors
California
$202K -$5.64K -78 -3%
PL
1060
Plancorp LLC
Missouri
$202K +$202K +2,791 New
CIAS
1061
Capital Investment Advisory Services
North Carolina
$201K +$201K +2,773 New
AWM
1062
Aries Wealth Management
Maine
$201K +$201K +2,773 New
ACA
1063
Atlas Capital Advisors
Wyoming
$201K +$134K +1,855 +203%
AF
1064
Allworth Financial
California
$200K -$29.8K -410 -13%
MMG
1065
Monetary Management Group
Missouri
$194K – – –
GCM
1066
Gables Capital Management
Florida
$192K -$7.24K -100 -4%
CA
1067
Cornerstone Advisory
Maryland
$190K +$190K +2,623 New
CA
1068
CoreCap Advisors
Michigan
$187K +$187K +2,579 New
APW
1069
Acima Private Wealth
Virginia
$181K – – –
AFG
1070
Albion Financial Group
Utah
$179K +$174K +2,400 +3,636%
M
1071
MOTCO
Texas
$177K -$4.21M -58,038 -96%
BCA
1072
Bray Capital Advisors
Florida
$175K +$1.6K +22 +0.9%
BAM
1073
Barrett Asset Management
New York
$173K -$100K -1,385 -37%
FPB
1074
First PREMIER Bank
South Dakota
$172K +$13.4K +185 +8%
CAM
1075
Close Asset Management
United Kingdom
$171K – – –
41 42
43
44 45