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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
101
J.P. Morgan Private Wealth Advisors
California
$21.1M 259,050 +178,393 +221%
RCAMU
102
Rothschild & Co Asset Management US
Connecticut
$20.5M 251,797 -12,810 -5%
Osaic Holdings
103
Osaic Holdings
Arizona
$20.2M 247,818 +25,280 +11%
Toronto Dominion Bank
104
Toronto Dominion Bank
Ontario, Canada
$20.2M 247,368 +518 +0.2%
LPL Financial
105
LPL Financial
California
$20M 245,000 +13,064 +6%
US Bancorp
106
US Bancorp
Minnesota
$19.9M 244,543 -1,218 -0.5%
SEI Investments
107
SEI Investments
Pennsylvania
$19.9M 246,429 +46,748 +23%
GIA
108
Gateway Investment Advisers
Ohio
$19.9M 243,691 +295 +0.1%
CCMG
109
Clark Capital Management Group
Pennsylvania
$19.1M 233,912 +233,912 New
ERSOT
110
Employees Retirement System of Texas
Texas
$19M 233,046 – –
Rafferty Asset Management
111
Rafferty Asset Management
New York
$18.9M 232,311 +27,129 +13%
DDPIC
112
Deroy & Devereaux Private Investment Counsel
Michigan
$18.7M 229,461 -4,239 -2%
BCM
113
Bridgeway Capital Management
Texas
$18.3M 224,168 -50,900 -19%
Federated Hermes
114
Federated Hermes
Pennsylvania
$18.2M 223,455 -3,592 -2%
Ninety One (UK)
115
Ninety One (UK)
United Kingdom
$18M 220,687 -56,790 -20%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$17.8M 218,261 -5,525 -2%
SFM
117
Stack Financial Management
Montana
$17.7M 217,140 +217,140 New
PAMU
118
Pictet Asset Management (UK)
United Kingdom
$17.5M 214,444 -196 -0.1%
TAM
119
Todd Asset Management
Kentucky
$17.4M 212,858 -753 -0.4%
Asset Management One
120
Asset Management One
Japan
$16.9M 207,151 -4,364 -2%
BF
121
BOK Financial
Oklahoma
$16.6M 203,038 +34,917 +21%
ICG
122
InterOcean Capital Group
Tennessee
$16.3M 199,891 +11,615 +6%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$16.2M 198,887 -3,767 -2%
PI
124
Putnam Investments
Massachusetts
$16.2M 198,817 -5,010 -2%
SG Americas Securities
125
SG Americas Securities
New York
$15.9M 195,150 -12,129 -6%
3 4
5
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