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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
Amundi
1
Amundi
France
$209M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$638M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$520M
4
BlackRock
4
BlackRock
New York
$2.92B
5
Bank of America
5
Bank of America
North Carolina
$609M

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 %
FCCM
1076
First City Capital Management
Georgia
$201K 2,703 -253 -9%
DLA
1077
Douglas Lane & Associates
New York
$201K 2,338 -115 -5%
WIC
1078
Woodmont Investment Counsel
Tennessee
$201K 2,337 +2,337 New
PFA
1079
Paradigm Financial Advisors
Missouri
$201K 2,340 +2,340 New
TFO
1080
Tarbox Family Office
California
$200K 2,325 +250 +12%
HWMG
1081
Hurlow Wealth Management Group
Indiana
$200K 2,335 +2,335 New
Jones Financial Companies
1082
Jones Financial Companies
Missouri
$194K 2,260 +292 +15%
JFGIW
1083
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$178K 2,070 -5,660 -73%
FWM
1084
Focused Wealth Management
New York
$175K 2,044 +2 +0.1%
PB
1085
Pinnacle Bancorp
Nebraska
$171K 1,996 – –
PGWM
1086
Parisi Gray Wealth Management
New Jersey
$170K 1,975 +1,975 New
PI
1087
PGGM Investments
Netherlands
$170K 1,976 +1,976 New
SWA
1088
Sutton Wealth Advisors
Florida
$169K 1,974 – –
LWANC
1089
Laurel Wealth Advisors (North Carolina)
North Carolina
$169K 1,973 +52 +3%
GI
1090
Gradient Investments
Minnesota
$168K 1,959 -543 -22%
HCP
1091
Hexagon Capital Partners
Arkansas
$167K 1,949 +502 +35%
FPS
1092
Fieldpoint Private Securities
Connecticut
$164K 2,207 +220 +11%
CWA
1093
Clearview Wealth Advisors
Oregon
$163K 1,893 +13 +0.7%
MPWT
1094
MassMutual Private Wealth & Trust
Connecticut
$155K 1,807 +715 +65%
EBA
1095
Eagle Bay Advisors
New York
$148K 1,693 +1,693 New
VC
1096
Vestor Capital
Illinois
$147K 1,715 +105 +7%
SNT
1097
Security National Trust
West Virginia
$146K 1,693 -50 -3%
APC
1098
Aspire Private Capital
North Carolina
$143K 1,669 +700 +72%
SCA
1099
Stonebridge Capital Advisors
Minnesota
$140K 1,673 +784 +88%
HWA
1100
HHM Wealth Advisors
Tennessee
$138K 1,605 +116 +8%
42 43
44
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