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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 %
FHC
1226
First Horizon Corporation
Tennessee
$20K 239 – –
RTC
1227
Riverview Trust Company
Washington
$20K 232 – –
FBT
1228
First Bank & Trust
South Dakota
$19K 219 – –
TFGT
1229
TS Financial Group (TSFG)
Illinois
$19K 225 – –
LS
1230
Leelyn Smith
Illinois
$18K 215 – –
TFM
1231
TFC Financial Management
Massachusetts
$18K 215 – –
EARNEST Partners
1232
EARNEST Partners
Georgia
$18K 211 – –
CDIA
1233
Capital Directions Investment Advisors
Georgia
$18K 210 +210 New
Nisa Investment Advisors
1234
Nisa Investment Advisors
Missouri
$17.1K 198,968 -17,141 -8%
SWM
1235
Sugarloaf Wealth Management
Georgia
$17K 197 -249 -56%
RIM
1236
Rockbridge Investment Management
New York
$17K 195 – –
AW
1237
Alaethes Wealth
Nevada
$17K 194 +194 New
KC
1238
Knuff & Co
California
$17K 200 +200 New
WWM
1239
Wolff Wiese Magana
California
$16K 184 – –
HCM
1240
Highlander Capital Management
New Jersey
$16K 191 – –
LPWM
1241
Lake Point Wealth Management
Texas
$16K 181 +181 New
LIM
1242
Lagoda Investment Management
New York
$15K 170 – –
SFPG
1243
Stonebridge Financial Planning Group
Florida
$14K 175 – –
AP
1244
Atwood & Palmer
Missouri
$14K 163 – –
BAM
1245
Bellevue Asset Management
Washington
$14K 161 – –
GRP
1246
Global Retirement Partners
California
$14K 160 +3 +2%
FFG
1247
Ford Financial Group
California
$14K 172 +172 New
FPW
1248
Flagship Private Wealth
Massachusetts
$13K 158 – –
TIM
1249
Tortoise Investment Management
New York
$13K 150 – –
BWL
1250
Bogart Wealth LLC
Virginia
$13K 154 – –
48 49
50
51 52