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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 %
WDC
1276
Woodward Diversified Capital
California
– – -3,575 Closed
ST
1277
Sentinel Trust
Texas
– – -3,559 Closed
CIAS
1278
Capital Investment Advisory Services
North Carolina
– – -3,353 Closed
AC
1279
Avestar Capital
New York
– – -3,296 Closed
PCIA
1280
Prime Capital Investment Advisors
Kansas
– – -3,220 Closed
RSWM
1281
Robertson Stephens Wealth Management
California
– – -3,160 Closed
SCA
1282
STALEY CAPITAL ADVISERS
Pennsylvania
– – -3,060 Closed
SI
1283
SCP Investment
California
– – -3,000 Closed
DWM
1284
Dakota Wealth Management
Florida
– – -2,984 Closed
EFS
1285
Essex Financial Services
Connecticut
– – -2,947 Closed
NW
1286
NewEdge Wealth
Pennsylvania
– – -2,945 Closed
CCA
1287
Cobblestone Capital Advisors
New York
– – -2,939 Closed
BJL
1288
Brighton Jones LLC
Washington
– – -2,919 Closed
PA
1289
PFG Advisors
Arizona
– – -2,898 Closed
MWPCG
1290
Measured Wealth Private Client Group
New Hampshire
– – -2,896 Closed
TAM
1291
Townsend Asset Management
North Carolina
– – -2,894 Closed
LC
1292
LCNB Corp
Ohio
– – -2,890 Closed
FAIM
1293
Financial Advocates Investment Management
Washington
– – -2,880 Closed
MWM
1294
Minot Wealth Management
Massachusetts
– – -2,879 Closed
JSL
1295
JT Stratford LLC
Georgia
– – -2,860 Closed
GSEP
1296
Golden State Equity Partners
California
– – -2,844 Closed
CC
1297
Cadinha & Co
Hawaii
– – -2,815 Closed
RPC
1298
Rossmore Private Capital
Connecticut
– – -2,801 Closed
AWM
1299
Aries Wealth Management
Maine
– – -2,795 Closed
WIA
1300
World Investment Advisors
California
– – -2,781 Closed
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