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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 %
FCB
1176
First Command Bank
Texas
$51K 588 +488 +488%
FCFS
1177
First Command Financial Services
Texas
$51K 588 +488 +488%
Loomis, Sayles & Company
1178
Loomis, Sayles & Company
Massachusetts
$50K 586 +16 +3%
EWM
1179
Endurance Wealth Management
Rhode Island
$50K 590 +90 +18%
CSS
1180
Cubist Systematic Strategies
Connecticut
$49K 572 -35,986 -98%
TF
1181
TimeScale Financial
Massachusetts
$49K 576 +5 +0.9%
EBSAM
1182
Eubel Brady & Suttman Asset Management
Ohio
$49K 600 +600 New
LWA
1183
Lenox Wealth Advisors
New York
$46K 540 +13 +2%
GWS
1184
Glassman Wealth Services
Virginia
$46K 531 +36 +7%
CYG
1185
Clean Yield Group
Vermont
$46K 535 +535 New
GWSG
1186
GPS Wealth Strategies Group
Colorado
$44K 516 – –
BWM
1187
Baystate Wealth Management
Massachusetts
$44K 512 +5 +1%
CCMW
1188
Cypress Capital Management (Wyoming)
Wyoming
$43K 500 – –
FCA
1189
FinTrust Capital Advisors
South Carolina
$43K 500 – –
ONST
1190
Old North State Trust
North Carolina
$43K 501 – –
WP
1191
Waycross Partners
Kentucky
$43K 500 – –
DOA
1192
D'Orazio & Associates
Virginia
$42K 488 – –
KFI
1193
Key Financial Inc
Pennsylvania
$41K 565 – –
OC
1194
Oakworth Capital
Alabama
$40K 471 -6 -1%
POIA
1195
Pin Oak Investment Advisors
Texas
$40K 469 – –
AWMS
1196
Advocacy Wealth Management Services
Georgia
$40K 470 – –
TI
1197
Truehand Inc
New Hampshire
$39K 460 – –
Kayne Anderson Rudnick Investment Management
1198
Kayne Anderson Rudnick Investment Management
California
$39K 450 – –
PO
1199
Private Ocean
California
$38K 440 – –
DWMG
1200
DB Wealth Management Group
California
$37K 435 – –
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