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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 %
BC
1251
Bridgefront Capital
Texas
– – -9,953 Closed
ACM
1252
Alethea Capital Management
Washington
– – -9,189 Closed
CAAS
1253
Capital Asset Advisory Services
Michigan
– – -6,572 Closed
PWM
1254
PRW Wealth Management
Massachusetts
– – -6,315 Closed
Acadian Asset Management
1255
Acadian Asset Management
Massachusetts
– – -6,025 Closed
VCM
1256
Virtue Capital Management
Tennessee
– – -5,997 Closed
BBNA
1257
Bremer Bank National Association
Minnesota
– – -5,914 Closed
ATPW
1258
Ashton Thomas Private Wealth
Arizona
– – -5,846 Closed
AWA
1259
Arete Wealth Advisors
Illinois
– – -5,540 Closed
CST
1260
Charles Schwab Trust
Nevada
– – -5,378 Closed
DWM
1261
Dorchester Wealth Management
Quebec, Canada
– – -5,235 Closed
GC
1262
Gilbert & Cook
Iowa
– – -5,143 Closed
ARC
1263
Advisor Resource Council
Texas
– – -5,052 Closed
VAG
1264
VisionPoint Advisory Group
Texas
– – -5,028 Closed
RC
1265
Roundview Capital
New Jersey
– – -4,778 Closed
GF
1266
Gries Financial
Ohio
– – -4,573 Closed
LP
1267
LMR Partners
United Kingdom
– – -4,559 Closed
FNFDCM
1268
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– – -4,542 Closed
CP
1269
Camelot Portfolios
Ohio
– – -4,412 Closed
JF
1270
Jump Financial
Illinois
– – -4,173 Closed
XT
1271
XTX Topco
Cayman Islands
– – -3,956 Closed
SFA
1272
Sequoia Financial Advisors
Ohio
– – -3,899 Closed
DT
1273
Diversified Trust
Tennessee
– – -3,736 Closed
TCM
1274
Teza Capital Management
Illinois
– – -3,709 Closed
LOAMS
1275
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -3,699 Closed
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51
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