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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 %
CI Investments Inc
1201
CI Investments Inc
Ontario, Canada
$4K 54 +54 New
Optiver Holding
1202
Optiver Holding
Netherlands
$4K 64 +64 New
CMA
1203
Cedar Mountain Advisors
Oregon
$3K 42 – –
APWA
1204
Atlas Private Wealth Advisors
New Jersey
$3K 36 – –
TJHA
1205
Thomas J. Herzfeld Advisors
Florida
$3K 38 – –
AFS
1206
Annapolis Financial Services
Maryland
$3K 49 – –
FA
1207
Financial Advantage
Maryland
$3K 55 – –
WIM
1208
Westside Investment Management
California
$2.79K 1,591 – –
SC
1209
Sawyer & Company
Massachusetts
$2K 31 -100 -76%
CCA
1210
Column Capital Advisors
Indiana
$2K 34 -28 -45%
ACM
1211
AUA Capital Management
Pennsylvania
$2K 28 – –
HCM
1212
Horrell Capital Management
Arkansas
$2K 34 – –
TLFA
1213
True Link Financial Advisors
California
$2K 26 – –
KIG
1214
Kowal Investment Group
Wisconsin
$2K 23 +23 New
BWL
1215
Bogart Wealth LLC
Virginia
$1K 15 -139 -90%
DAM
1216
Delta Asset Management
Tennessee
$1K 17 -22 -56%
SIS
1217
Sound Income Strategies
Florida
$1K 11 – –
SC
1218
Solstein Capital
California
$1K 15 – –
JMF
1219
Johnson Midwest Financial
Iowa
$1K 19 – –
IBOK
1220
Independence Bank of Kentucky
Kentucky
$1K 13 +13 New
CPFP
1221
Clear Perspectives Financial Planning
Ohio
$1K 17 +17 New
ED
1222
Exane Derivatives
France
$700 10 – –
VCWA
1223
Vanguard Capital Wealth Advisors
Colorado
$278 2,970 -486 -14%
BBHC
1224
Brown Brothers Harriman & Co
New York
$137 1,959 -2,062 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1225
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -202,000 Closed
47 48
49
50 51