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Phillips 66
PSX

Overview Fund Activity

1,230 hedge funds and large institutions have $21.2B invested in Phillips 66 in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 464 increasing their positions, 466 reducing their positions, and 157 closing their positions.

Holders
1,230
Holders Change
-88
Holders Change %
-6.68%
% of All Funds
21.6%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
87
Increased
464
Reduced
466
Closed
157
Calls
$438M
Puts
$247M
Net Calls
+$191M
Net Calls Change
+$99M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$311M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$85.3M
3
Aberdeen Group
3
Aberdeen Group
United Kingdom
$112M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$75.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$139M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$306M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$315M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$505M
4
BlackRock
4
BlackRock
New York
$2.31B
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$26.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HC
1126
Hoese & Co
Minnesota
$21K 302 – –
BC
1127
Barnett & Company
Tennessee
$21K 300 – –
LF
1128
Lee Financial
Texas
$21K 294 +44 +18%
MAM
1129
McCarthy Asset Management
California
$19K 272 +1 +0.4%
MWM
1130
Mascoma Wealth Management
New Hampshire
$19K 275 +275 New
KTC
1131
Kistler-Tiffany Companies
Pennsylvania
$18K 254 – –
CT
1132
Clearstead Trust
Maine
$18K 250 – –
BU
1133
BBVA USA
Alabama
$18K 252 – –
KPCM
1134
Kings Point Capital Management
New York
$18K 259 +3 +1%
TCWM
1135
Total Clarity Wealth Management
Illinois
$18K 254 +254 New
RTC
1136
Riverview Trust Company
Washington
$16K 232 – –
TFGT
1137
TS Financial Group (TSFG)
Illinois
$16K 225 – –
TCWA
1138
Ten Capital Wealth Advisors
Washington
$16K 227 +150 +195%
FFC
1139
First Financial Corp
Indiana
$15K 220 -200 -48%
EARNEST Partners
1140
EARNEST Partners
Georgia
$15K 211 – –
FBT
1141
First Bank & Trust
South Dakota
$15K 219 – –
TFM
1142
TFC Financial Management
Massachusetts
$15K 215 – –
LS
1143
Leelyn Smith
Illinois
$15K 216 +1 +0.5%
AAP
1144
Arax Advisory Partners
Colorado
$15K 215 +215 New
CCMW
1145
Cypress Capital Management (Wyoming)
Wyoming
$14K 200 -300 -60%
FCA
1146
FinTrust Capital Advisors
South Carolina
$14K 202 -298 -60%
HI
1147
Hoey Investments
Pennsylvania
$14K 200 -200 -50%
SWM
1148
Sugarloaf Wealth Management
Georgia
$14K 197 – –
RIM
1149
Rockbridge Investment Management
New York
$14K 195 – –
SFPG
1150
Stonebridge Financial Planning Group
Florida
$14K 175 – –
44 45
46
47 48