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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 %
IRAG
1176
Investment Research & Advisory Group
Georgia
$44K – – –
FCFS
1177
First Command Financial Services
Texas
$43K -$144 -2 -0.3%
FCB
1178
First Command Bank
Texas
$42K – – –
TF
1179
TimeScale Financial
Massachusetts
$42K +$430 +6 +1%
CFD
1180
Creative Financial Designs
Indiana
$42K +$10.8K +151 +35%
CAL
1181
Capital Advisors Ltd
Ohio
$41K -$1.65K -23 -4%
GWS
1182
Glassman Wealth Services
Virginia
$40K +$1.3K +18 +3%
CYG
1183
Clean Yield Group
Vermont
$39K -$5.91K -81 -13%
FFWM
1184
Future Financial Wealth Management
Ohio
$39K +$39K +512 New
BLC
1185
Brown, Lisle/Cummings
Rhode Island
$38.3K +$38.3K +528 New
BWM
1186
Baystate Wealth Management
Massachusetts
$38K +$435 +6 +1%
LFG
1187
Larson Financial Group
Missouri
$38K +$9.68K +135 +34%
CFO
1188
CVA Family Office
Colorado
$38K +$30.4K +415 +403%
SC
1189
Sierra Capital
Florida
$38K +$38K +518 New
AAP
1190
Arax Advisory Partners
Colorado
$37K +$21.2K +290 +135%
TSWM
1191
Tyler-Stone Wealth Management
Ohio
$37K +$37K +504 New
PCG
1192
Private Capital Group
Connecticut
$36K -$3.56K -49 -9%
TVWM
1193
Tower View Wealth Management
Wisconsin
$36K – – –
JWA
1194
JFS Wealth Advisors
Pennsylvania
$36K +$3.64K +50 +11%
ONST
1195
Old North State Trust
North Carolina
$36K +$4.29K +59 +14%
MCM
1196
MV Capital Management
Maryland
$36K +$5.27K +73 +17%
AIL
1197
AGF Investments LLC
Ontario, Canada
$36K +$5.71K +78 +19%
AIC
1198
Archer Investment Corporation
Indiana
$34.7K – – –
AWMS
1199
Advocacy Wealth Management Services
Georgia
$34K – – –
POIA
1200
Pin Oak Investment Advisors
Texas
$34K – – –
46 47
48
49 50