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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 %
TWA
1101
TCI Wealth Advisors
Arizona
$134K 1,560 -59 -4%
BFA
1102
Brendel Financial Advisors
New Hampshire
$134K 1,563 +1,563 New
EFSCE
1103
Enterprise Financial Services Corp (EFSC)
Missouri
$130K 1,516 -372 -20%
EWM
1104
Edge Wealth Management
New York
$129K 1,500 – –
ST
1105
Smithfield Trust
Pennsylvania
$126K 1,472 – –
FPB
1106
First PREMIER Bank
South Dakota
$125K 1,456 +236 +19%
CHA
1107
Carmichael Hill & Associates
Maryland
$124K 1,447 – –
SFSIG
1108
San Francisco Sentry Investment Group
California
$121K 1,419 +220 +18%
ADL
1109
Asset Dedication LLC
California
$119K 1,386 +6 +0.4%
FWM
1110
FFT Wealth Management
Pennsylvania
$118K 1,378 +1,378 New
JEST
1111
JTC Employer Solutions Trustee
Jersey
$116K 1,353 +1,353 New
SIAP
1112
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$114K 1,328 -55 -4%
DSC
1113
Duncker Streett & Co
Missouri
$113K 1,315 -600 -31%
NFSG
1114
Newbridge Financial Services Group
Florida
$113K 1,319 -89 -6%
SN
1115
Sittner & Nelson
Oregon
$112K 1,310 – –
HBT
1116
Hills Bank & Trust
Iowa
$111K 1,298 +45 +4%
BCA
1117
Berman Capital Advisors
Georgia
$111K 1,306 +50 +4%
TCM
1118
TD Capital Management
Tennessee
$111K 1,290 +290 +29%
FFA
1119
Freedman Financial Associates
Massachusetts
$110K 1,286 – –
CWC
1120
Carolinas Wealth Consulting
North Carolina
$110K 1,283 +3 +0.2%
FMP
1121
Financial Management Professionals
Texas
$108K 1,259 -216 -15%
BFC
1122
Bedel Financial Consulting
Indiana
$108K 1,259 +350 +39%
BA
1123
Bellwether Advisors
Nebraska
$107K 1,248 – –
OIA
1124
Optimum Investment Advisors
Illinois
$106K 1,238 – –
CPWM
1125
Cypress Point Wealth Management
Texas
$104K 1,217 +500 +70%
43 44
45
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