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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 %
PFGIA
1076
Patriot Financial Group Insurance Agency
Massachusetts
$170K -$14.5K -200 -8%
MA
1077
Montag & Associates
Georgia
$170K – – –
AIM
1078
Anchor Investment Management
South Carolina
$169K – – –
TFO
1079
Tarbox Family Office
California
$165K -$3.34K -46 -2%
DAC
1080
Dividend Assets Capital
South Carolina
$158K – – –
PB
1081
Pinnacle Bancorp
Nebraska
$145K – – –
FRA
1082
Front Row Advisors
California
$145K +$36.2K +500 +33%
GI
1083
Gradient Investments
Minnesota
$144K +$1.16K +16 +0.8%
SWA
1084
Sutton Wealth Advisors
Florida
$141K -$1.01K -14 -0.7%
Jones Financial Companies
1085
Jones Financial Companies
Missouri
$141K -$2.68K -37 -2%
LWANC
1086
Laurel Wealth Advisors (North Carolina)
North Carolina
$139K – – –
ZIG
1087
Zullo Investment Group
Pennsylvania
$139K +$139K +1,921 New
HI
1088
Harbour Investments
Wisconsin
$135K -$381K -5,260 -74%
CBT
1089
Central Bank & Trust
Kentucky
$129K – – –
TWA
1090
TCI Wealth Advisors
Arizona
$129K +$18.1K +251 +16%
FPS
1091
Fieldpoint Private Securities
Connecticut
$128K – – –
VC
1092
Vestor Capital
Illinois
$124K – – –
APC
1093
Aspire Private Capital
North Carolina
$121K – – –
HWA
1094
HHM Wealth Advisors
Tennessee
$116K – – –
JFGIW
1095
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$115K -$16.5K -228 -13%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1096
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115K +$115K +1,585 New
SCA
1097
Sandy Cove Advisors
Massachusetts
$112K +$112K +1,546 New
EWM
1098
Edge Wealth Management
New York
$109K – – –
CHA
1099
Carmichael Hill & Associates
Maryland
$108K +$3.05K +42 +3%
ST
1100
Smithfield Trust
Pennsylvania
$107K – – –
42 43
44
45 46