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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
PFA
1301
Pinnacle Family Advisors
Missouri
– – -3,627 Closed
SG
1302
Somerset Group
Minnesota
– – -3,611 Closed
LHC
1303
Little House Capital
Massachusetts
– – -3,495 Closed
TYCC
1304
Texas Yale Capital Corp
Florida
– – -3,381 Closed
GAM
1305
Gotham Asset Management
New York
– – -3,319 Closed
E
1306
Ergoteles
New York
– – -3,200 Closed
SL
1307
Stevard LLC
Illinois
– – -2,930 Closed
PWM
1308
Perigon Wealth Management
California
– – -1,500 Closed
FPCG
1309
Fort Pitt Capital Group
Pennsylvania
– – -1,000 Closed
TIAM2
1310
Tru Independence Asset Management 2
Oregon
– – -937 Closed
CYG
1311
Clean Yield Group
Vermont
– – -895 Closed
PFO
1312
Pathstone Family Office
New Jersey
– – -806 Closed
KCM
1313
Kathmere Capital Management
Pennsylvania
– – -790 Closed
LFASL
1314
Lugano Financial Advisors SA (LFA)
Switzerland
– – -717 Closed
RWA
1315
Ropes Wealth Advisors
Massachusetts
– – -689 Closed
BWM
1316
Birchcreek Wealth Management
Ohio
– – -593 Closed
AIL
1317
AGF Investments LLC
Ontario, Canada
– – -567 Closed
SIAG
1318
Safeguard Investment Advisory Group
California
– – -544 Closed
PS
1319
Planned Solutions
California
– – -500 Closed
RPWA
1320
Regent Peak Wealth Advisors
Georgia
– – -480 Closed
TI
1321
tru Independence
Oregon
– – -468 Closed
CWM
1322
Curi Wealth Management
North Carolina
– – -408 Closed
PCA
1323
Peddock Capital Advisors
Massachusetts
– – -400 Closed
TF
1324
Tompkins Financial
New York
– – -344 Closed
TFIPS
1325
Towarzystwo Funduszy Inwestycyjnych PZU SA
– – -330 Closed
51 52
53
54 55