PSX icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
GEA
1301
Glen Eagle Advisors
New Jersey
$5.58K – – –
KFS
1302
Kelly Financial Services
Massachusetts
$5K – – –
HWM
1303
HighMark Wealth Management
Minnesota
$5K +$75 +1 +2%
SIS
1304
Sound Income Strategies
Florida
$5K +$4.17K +55 +500%
DWA
1305
Delos Wealth Advisors
Texas
$5K +$5K +66 New
TFP
1306
Tilia Fiduciary Partners
North Carolina
$5K +$5K +68 New
FP
1307
Financial Perspectives
Minnesota
$4.57K – – –
CI Investments Inc
1308
CI Investments Inc
Ontario, Canada
$4K – – –
Optiver Holding
1309
Optiver Holding
Netherlands
$4K – – –
WB
1310
Webster Bank
Connecticut
$4K +$3.63K +49 +980%
CWM
1311
CarsonAllaria Wealth Management
Illinois
$4K +$4K +50 New
ACK
1312
Andrew C. Karlinski
$4K +$4K +59 New
TJHA
1313
Thomas J. Herzfeld Advisors
Florida
$3K – – –
CMA
1314
Cedar Mountain Advisors
Oregon
$3K – – –
KFP
1315
KB Financial Partners
New Jersey
$3K +$3K +35 New
RDIA
1316
RE Dickinson Investment Advisors
Iowa
$3K +$3K +43 New
SFM
1317
Signet Financial Management
New Jersey
$3K +$3K +45 New
MCA
1318
Maryland Capital Advisors
Maryland
$3K +$3K +46 New
WIM
1319
Westside Investment Management
California
$2.8K – – –
SWM
1320
Sugarloaf Wealth Management
Georgia
$2K -$15.9K -175 -89%
SC
1321
Sawyer & Company
Massachusetts
$2K – – –
HCM
1322
Horrell Capital Management
Arkansas
$2K – – –
ACM
1323
AUA Capital Management
Pennsylvania
$2K – – –
TLFA
1324
True Link Financial Advisors
California
$2K – – –
AWA
1325
Aquire Wealth Advisors
Utah
$2K +$2K +23 New
51 52
53
54 55