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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 %
FCA
1251
FinTrust Capital Advisors
South Carolina
$15K – – –
EARNEST Partners
1252
EARNEST Partners
Georgia
$15K – – –
AP
1253
Atwood & Palmer
Missouri
$15K +$2.25K +32 +18%
CCMW
1254
Cypress Capital Management (Wyoming)
Wyoming
$14K – – –
RIM
1255
Rockbridge Investment Management
New York
$14K – – –
AW
1256
Alaethes Wealth
Nevada
$14K – – –
CI
1257
Carroll Investors
South Carolina
$14K +$14K +200 New
WWM
1258
Wolff Wiese Magana
California
$13K – – –
BBPWM
1259
Blue Bell Private Wealth Management
Pennsylvania
$13K +$13K +179 New
FWM
1260
Focused Wealth Management
New York
$12K -$131K -1,873 -92%
TCWA
1261
Ten Capital Wealth Advisors
Washington
$12K -$4.51K -62 -27%
LPWM
1262
Lake Point Wealth Management
Texas
$12K -$628 -9 -5%
PAI
1263
Pittenger & Anderson Inc
Nebraska
$12K – – –
LIM
1264
Lagoda Investment Management
New York
$12K – – –
BAM
1265
Bellevue Asset Management
Washington
$12K – – –
PFA
1266
Professional Financial Advisors
Nebraska
$12K +$151 +2 +1%
AWM
1267
Atticus Wealth Management
Florida
$12K +$12K +160 New
BC
1268
Burleson & Co
California
$11K – – –
AWM
1269
Accel Wealth Management
Iowa
$11K – – –
GWMIA
1270
Global Wealth Management Investment Advisory
Florida
$11K – – –
SWA
1271
SOA Wealth Advisors
New York
$11K +$70 +1 +0.6%
RAM
1272
Riggs Asset Management
Pennsylvania
$10K – – –
RBC
1273
Roble Belko & Company
Pennsylvania
$10K – – –
BWP
1274
Baldwin Wealth Partners
Massachusetts
$10K – – –
PGAM
1275
Princeton Global Asset Management
New Jersey
$10K – – –
49 50
51
52 53