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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 %
TCWM
1226
Total Clarity Wealth Management
Illinois
$20K +$1.79K +25 +10%
C
1227
Covestor
United Kingdom
$20K +$20K +279 New
KPCM
1228
Kings Point Capital Management
New York
$19K +$146 +2 +0.8%
NIM
1229
NuWave Investment Management
New Jersey
$18K -$684K -9,459 -97%
GWSG
1230
GPS Wealth Strategies Group
Colorado
$18K -$19.2K -266 -52%
MWM
1231
Mascoma Wealth Management
New Hampshire
$18K -$1.8K -25 -9%
KTC
1232
Kistler-Tiffany Companies
Pennsylvania
$18K – – –
CT
1233
Clearstead Trust
Maine
$18K – – –
TIM
1234
Tortoise Investment Management
New York
$18K +$7.2K +100 +67%
WPWM
1235
Western Pacific Wealth Management
Illinois
$18K +$18K +250 New
RIA
1236
Richwood Investment Advisors
Ohio
$18K +$18K +250 New
TC
1237
TAP Consulting
Missouri
$17K +$17K +237 New
MBFW
1238
Morton Brown Family Wealth
Pennsylvania
$17K +$17K +238 New
EPM
1239
Equitec Proprietary Markets
Illinois
$17K +$17K +239 New
EBA
1240
Eagle Bay Advisors
New York
$16K -$213K -2,933 -93%
Bank Julius Baer & Co
1241
Bank Julius Baer & Co
Switzerland
$16K -$172K -2,400 -91%
TFGT
1242
TS Financial Group (TSFG)
Illinois
$16K – – –
TFM
1243
TFC Financial Management
Massachusetts
$16K – – –
FBT
1244
First Bank & Trust
South Dakota
$16K – – –
FFC
1245
First Financial Corp
Indiana
$16K – – –
LS
1246
Leelyn Smith
Illinois
$16K +$74 +1 +0.5%
GWA
1247
Gibson Wealth Advisors
Texas
$16K +$16K +225 New
CM
1248
Cornerstone Management
Georgia
$15.2K +$15.2K +210 New
FCT
1249
First Community Trust
Iowa
$15.1K +$15.1K +208 New
AF
1250
Arrow Financial
New York
$15K -$68K -952 -82%
48 49
50
51 52