PSX icon

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 %
CWC
1101
Carolinas Wealth Consulting
North Carolina
$105K +$218 +3 +0.2%
ADL
1102
Asset Dedication LLC
California
$102K +$1.31K +18 +1%
JEST
1103
JTC Employer Solutions Trustee
Jersey
$98K – – –
JFA
1104
JNBA Financial Advisors
Minnesota
$97K +$4.05K +56 +4%
SIAP
1105
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$96K – – –
SN
1106
Sittner & Nelson
Oregon
$95K – – –
HNWA
1107
Henrickson Nauta Wealth Advisors
Michigan
$95K +$95K +1,150 New
TCM
1108
TD Capital Management
Tennessee
$94K – – –
LF
1109
Lee Financial
Texas
$94K +$72.6K +1,000 +340%
FFA
1110
Freedman Financial Associates
Massachusetts
$93K – – –
QC
1111
Quent Capital
New York
$93K +$93K +1,287 New
DSC
1112
Duncker Streett & Co
Missouri
$92K – – –
BA
1113
Bellwether Advisors
Nebraska
$90K – – –
FHA
1114
First Horizon Advisors
Tennessee
$89K -$98.4K -1,345 -52%
BFC
1115
Bedel Financial Consulting
Indiana
$89K -$2.02K -28 -2%
First Eagle Investment Management
1116
First Eagle Investment Management
New York
$88K +$88K +1,220 New
ETI
1117
Enterprise Trust & Investment
California
$87K – – –
JWM
1118
Janiczek Wealth Management
Colorado
$87K +$360 +5 +0.4%
NFSG
1119
Newbridge Financial Services Group
Florida
$84K +$32K +444 +62%
FMP
1120
Financial Management Professionals
Texas
$83K – – –
MFC
1121
Mechanics Financial Corp
Ohio
$83K +$83K +1,150 New
HFS
1122
Hantz Financial Services
Michigan
$82K -$6.49K -90 -7%
DWP
1123
Destiny Wealth Partners
Florida
$82K – – –
SFG
1124
Steward Financial Group
Texas
$81K +$81K +1,127 New
FA
1125
Financial Advantage
Maryland
$76K +$72K +1,000 +1,818%
43 44
45
46 47