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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
21.61%
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 %
CM
1226
Churchill Management
California
– – -146,657 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1227
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -121,351 Closed
PWAG
1228
Polaris Wealth Advisory Group
California
– – -110,888 Closed
ECA
1229
Encompass Capital Advisors
New York
– – -107,500 Closed
Hudson Bay Capital Management
1230
Hudson Bay Capital Management
Connecticut
– – -97,740 Closed
TCA
1231
Tortoise Capital Advisors
Kansas
– – -73,010 Closed
SCM
1232
Sitrin Capital Management
California
– – -63,047 Closed
CWG
1233
Cornerstone Wealth Group
North Carolina
– – -41,042 Closed
NIM
1234
NXG Investment Management
Texas
– – -38,273 Closed
HCM
1235
Hengehold Capital Management
Ohio
– – -31,939 Closed
Walleye Capital
1236
Walleye Capital
New York
– – -29,427 Closed
BCM
1237
Bourgeon Capital Management
Connecticut
– – -29,150 Closed
CC
1238
Claybrook Capital
Massachusetts
– – -28,863 Closed
DRS
1239
Deane Retirement Strategies
Louisiana
– – -24,343 Closed
IUHSA
1240
Itau Unibanco Holding S.A.
Brazil
– – -20,300 Closed
Wolverine Trading
1241
Wolverine Trading
Illinois
– – -18,946 Closed
SM
1242
Sciencast Management
New Jersey
– – -17,434 Closed
IWM
1243
IHT Wealth Management
Illinois
– – -17,375 Closed
BWM
1244
BNC Wealth Management
Oregon
– – -15,749 Closed
CM
1245
Castleark Management
Illinois
– – -15,400 Closed
JG
1246
Jefferies Group
New York
– – -13,115 Closed
Los Angeles Capital Management
1247
Los Angeles Capital Management
California
– – -11,113 Closed
B
1248
BP
United Kingdom
– – -10,703 Closed
CP
1249
Covenant Partners
Tennessee
– – -10,312 Closed
PP
1250
Paloma Partners
Connecticut
– – -10,153 Closed
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50
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