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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 %
OWP
1301
Obermeyer Wealth Partners
Colorado
– – -2,760 Closed
LIA
1302
LBMC Investment Advisors
Tennessee
– – -2,749 Closed
SCM
1303
Southport Capital Management
Tennessee
– – -2,745 Closed
COF
1304
Capital One Financial
Virginia
– – -2,726 Closed
DWA
1305
Douglass Winthrop Advisors
New York
– – -2,725 Closed
PL
1306
Plancorp LLC
Missouri
– – -2,712 Closed
FCCM
1307
First City Capital Management
Georgia
– – -2,703 Closed
TCM
1308
Tributary Capital Management
Nebraska
– – -2,700 Closed
IIM
1309
Ipswich Investment Management
Massachusetts
– – -2,700 Closed
MWA
1310
Meridian Wealth Advisors
Texas
– – -2,686 Closed
LCM
1311
Leisure Capital Management
California
– – -2,668 Closed
BOS
1312
Bank of Stockton
California
– – -2,655 Closed
MSAM
1313
Moloney Securities Asset Management
Missouri
– – -2,595 Closed
WTB
1314
Washington Trust Bank
Washington
– – -2,590 Closed
CG
1315
CFO4Life Group
Texas
– – -2,579 Closed
BFS
1316
Bradley Foster & Sargent
Connecticut
– – -2,571 Closed
CIC
1317
Crawford Investment Counsel
Georgia
– – -2,556 Closed
NFGCM
1318
Norman Fields Gottscho Capital Management
New York
– – -2,555 Closed
SIC
1319
Samalin Investment Counsel
New York
– – -2,554 Closed
FMWA
1320
Forvis Mazars Wealth Advisors
Missouri
– – -2,548 Closed
AIC
1321
Ameritas Investment Company
Nebraska
– – -2,538 Closed
PT
1322
Plimoth Trust
Massachusetts
– – -2,526 Closed
ALAM
1323
Asahi Life Asset Management
Japan
– – -2,500 Closed
GWM
1324
GSB Wealth Management
Connecticut
– – -2,500 Closed
NCM
1325
Next Capital Management
New York
– – -2,500 Closed
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