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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 %
Kayne Anderson Rudnick Investment Management
1201
Kayne Anderson Rudnick Investment Management
California
$33K – – –
PP
1202
PrairieView Partners
Minnesota
$33K – – –
TI
1203
Truehand Inc
New Hampshire
$33K – – –
TCM
1204
Tradewinds Capital Management
Washington
$33K +$218 +3 +0.7%
GGI
1205
Godsey & Gibb Inc
Virginia
$33K +$33K +450 New
NF
1206
Norwood Financial
Pennsylvania
$33K +$33K +460 New
Manulife (Manufacturers Life Insurance)
1207
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.8K -$3.46K -47,721 -10%
TFS
1208
TrustCore Financial Services
Tennessee
$32K -$43K -586 -57%
DWMG
1209
DB Wealth Management Group
California
$32K – – –
PFBT
1210
Parkside Financial Bank & Trust
Missouri
$32K +$800 +11 +3%
SA
1211
SRH Advisors
Kansas
$31K – – –
CWM
1212
Curi Wealth Management
North Carolina
$31K +$31K +428 New
HFM
1213
Harvest Fund Management
China
$30K – – –
KFI
1214
Key Financial Inc
Pennsylvania
$30K – – –
MSFP
1215
Mark Sheptoff Financial Planning
Connecticut
$30K +$714 +10 +2%
SC
1216
Schubert & Co
Texas
$29K +$29K +406 New
KFAA
1217
Klaas Financial Asset Advisors
Illinois
$28K +$361 +5 +1%
EA
1218
Evolution Advisers
Virginia
$28K +$28K +393 New
AIM
1219
AHL Investment Management
Florida
$24K +$24K +332 New
Loomis, Sayles & Company
1220
Loomis, Sayles & Company
Massachusetts
$23K -$19.5K -270 -46%
PO
1221
Private Ocean
California
$23K – – –
AP
1222
Arlington Partners
Alabama
$23K +$23K +316 New
CB
1223
CNB Bank
Pennsylvania
$22K – – –
HC
1224
Hoese & Co
Minnesota
$22K – – –
MAM
1225
McCarthy Asset Management
California
$20K +$146 +2 +0.7%
47 48
49
50 51