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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 %
TJHA
1301
Thomas J. Herzfeld Advisors
Florida
$3K 38 – –
HH
1302
HWG Holdings
Texas
$3K 32 +32 New
Walleye Capital
1303
Walleye Capital
New York
$2.53K 29,427 +29,427 New
JMF
1304
Johnson Midwest Financial
Iowa
$2K 19 – –
ACM
1305
AUA Capital Management
Pennsylvania
$2K 28 – –
AP
1306
Arlington Partners
Alabama
$2K 20 – –
TLFA
1307
True Link Financial Advisors
California
$2K 26 – –
KFP
1308
KB Financial Partners
New Jersey
$2K 27 – –
H
1309
HoyleCohen
California
$1.1K 12,816 – –
CFFP
1310
Center for Financial Planning
Michigan
$1K 7 – –
JIR
1311
James Investment Research
Ohio
$1K 14 – –
SIS
1312
Sound Income Strategies
Florida
$1K 11 – –
DFCM
1313
Dark Forest Capital Management
Puerto Rico
$1K 6 +6 New
TAIM
1314
TD Ameritrade Investment Management
Nebraska
$1K 6 +6 New
SC
1315
Solstein Capital
California
$1K 15 +15 New
PWP
1316
Personal Wealth Partners
Minnesota
$1K 16 +16 New
ED
1317
Exane Derivatives
France
$817 10 – –
AIA
1318
Arcadia Investment Advisors
Idaho
$772 9 +9 New
BBHC
1319
Brown Brothers Harriman & Co
New York
$345 4,021 +226 +6%
RP
1320
RR Partners
New York
– – -667,968 Closed
KL
1321
KGH Ltd
Bahamas
– – -367,473 Closed
Arrowstreet Capital
1322
Arrowstreet Capital
Massachusetts
– – -295,385 Closed
LCM
1323
Laurion Capital Management
New York
– – -194,754 Closed
WorldQuant Millennium Advisors
1324
WorldQuant Millennium Advisors
New York
– – -145,903 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1325
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– – -133,245 Closed
51 52
53
54 55