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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 %
RFA
1126
Reilly Financial Advisors
California
$75K +$3.62K +50 +5%
SFFS
1127
Stonehage Fleming Financial Services
Jersey
$74K – – –
PSB
1128
Piscataqua Savings Bank
New Hampshire
$72K -$3.41K -47 -5%
BWA
1129
BDO Wealth Advisors
Florida
$72K – – –
GAM
1130
Gemmer Asset Management
California
$72K – – –
KCM
1131
KRS Capital Management
Michigan
$72K +$72K +994 New
PCMC
1132
Paragon Capital Management (Colorado)
Colorado
$72K +$72K +1,000 New
TIM
1133
Tevis Investment Management
Texas
$72K +$72K +1,000 New
GFPC
1134
Global Financial Private Client
Florida
$71.5K – – –
ETC
1135
Exchange Traded Concepts
Oklahoma
$71K -$40.3K -556 -36%
CWA
1136
Clearview Wealth Advisors
Oregon
$70K -$67.8K -932 -49%
GTAM
1137
Global Trust Asset Management
Florida
$70K -$35.2K -485 -33%
SOW
1138
State of Wyoming
Wyoming
$70K +$70K +966 New
HI
1139
Hoey Investments
Pennsylvania
$69K +$54.5K +750 +375%
TC
1140
Trust Company
Kansas
$68K – – –
HNWAG
1141
High Net Worth Advisory Group
Florida
$68K +$68K +933 New
ME
1142
McIlrath & Eck
Washington
$67K – – –
HI
1143
Hudock Inc
Pennsylvania
$65K -$8.45K -118 -12%
EWM
1144
Evermay Wealth Management
Virginia
$65K -$3.61K -50 -5%
CWP
1145
Concord Wealth Partners
Virginia
$65K +$24.6K +341 +61%
CSB
1146
City State Bank
Iowa
$63K +$63K +866 New
SBL
1147
Sargent Bickham Lagudis
Colorado
$62K -$180K -2,500 -74%
OIA
1148
Optimum Investment Advisors
Illinois
$61K -$29.1K -400 -32%
SCA
1149
Stonebridge Capital Advisors
Minnesota
$59K +$2.38K +33 +4%
SAM
1150
Shell Asset Management
Netherlands
$58K -$961K -13,377 -94%
44 45
46
47 48