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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.

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 %
PGAM
1276
Princeton Global Asset Management
New Jersey
$10K – – –
SAM
1277
Strategic Asset Management
Minnesota
$10K +$72 +1 +0.7%
EI
1278
Ellevest Inc
New York
$10K +$10K +135 New
SC
1279
Stephens Consulting
Michigan
$9.64K +$9.64K +133 New
PPWM
1280
PFG Private Wealth Management
Florida
$9K – – –
TC
1281
Truvestments Capital
Florida
$9K – – –
PA
1282
PSI Advisors
Florida
$9K +$419 +6 +5%
FCMA
1283
Foresight Capital Management Advisors
Michigan
$9K +$9K +125 New
KC
1284
Kenfarb & Co
Kentucky
$8K +$8K +104 New
HS
1285
Horan Securities
United States
$8K +$8K +113 New
BAM
1286
Byrne Asset Management
New Jersey
$8K +$8K +113 New
BIA
1287
Bell Investment Advisors
California
$7K -$3.97K -51 -36%
CTB
1288
Country Trust Bank
Illinois
$7K -$3.5K -50 -33%
1IA
1289
1834 Investment Advisors
Wisconsin
$7K -$3.76K -50 -35%
AssetMark Inc
1290
AssetMark Inc
California
$7K – – –
IAS
1291
IMA Advisory Services
Colorado
$7K – – –
MFT
1292
Moisand Fitzgerald Tamayo
Florida
$7K – – –
WBC
1293
West Branch Capital
Massachusetts
$7K – – –
OA
1294
Operose Advisors
Wisconsin
$7K +$7K +96 New
CSWM
1295
Cassady Schiller Wealth Management
Ohio
$7K +$7K +100 New
IAG
1296
Investmark Advisory Group
Connecticut
$7K +$7K +100 New
LFA
1297
Level Financial Advisors
New York
$7K +$7K +101 New
COCM
1298
Charter Oak Capital Management
New Hampshire
$6K -$1.82K -24 -23%
TWM
1299
Tradition Wealth Management
Minnesota
$6K – – –
AFS
1300
Annapolis Financial Services
Maryland
$6K +$2.33K +31 +63%
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52
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