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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 %
MGIM
1276
M&G Investment Management
United Kingdom
$8.07K 93,831 +93,831 New
RA
1277
Resolute Advisors
California
$8K 96 – –
WBC
1278
West Branch Capital
Massachusetts
$8K 92 +92 New
TCWA
1279
Ten Capital Wealth Advisors
Washington
$7K 77 +15 +24%
AIM
1280
Arcadia Investment Management
Michigan
$7K 83 +83 New
GEA
1281
Glen Eagle Advisors
New Jersey
$6.61K 77 – –
SWA
1282
SOA Wealth Advisors
New York
$6K 74 -26 -26%
HS
1283
Horan Securities
United States
$6K 68 – –
PAI
1284
Pittenger & Anderson Inc
Nebraska
$6K 68 – –
AFG
1285
Albion Financial Group
Utah
$6K 66 +66 New
FP
1286
Financial Perspectives
Minnesota
$5.41K 63 -5,074 -99%
IF
1287
Ironwood Financial
Arizona
$5K 63 -67 -52%
CCA
1288
Column Capital Advisors
Indiana
$5K 62 – –
BEI
1289
Benjamin Edwards Inc
Missouri
$5K 62 – –
TWM
1290
Tradition Wealth Management
Minnesota
$5K 60 +60 New
CMA
1291
Cedar Mountain Advisors
Oregon
$4K 42 – –
FA
1292
Financial Advantage
Maryland
$4K 55 – –
FWM
1293
Filbrandt Wealth Management
Wisconsin
$4K 43 +4 +10%
AFS
1294
Annapolis Financial Services
Maryland
$4K 49 +49 New
HWMA
1295
Heritage Wealth Management (Arizona)
Arizona
$4K 50 +50 New
WIM
1296
Westside Investment Management
California
$3.31K 1,591 +104 +7%
SFO
1297
Standard Family Office
South Dakota
$3K 36 -594 -94%
APWA
1298
Atlas Private Wealth Advisors
New Jersey
$3K 36 -12 -25%
HCM
1299
Horrell Capital Management
Arkansas
$3K 34 – –
DAM
1300
Delta Asset Management
Tennessee
$3K 39 – –
50 51
52
53 54