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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 %
BIC
1326
Beach Investment Counsel
Pennsylvania
– – -2,460 Closed
ACM
1327
Azimuth Capital Management
Michigan
– – -2,459 Closed
NFG
1328
Nations Financial Group
Iowa
– – -2,447 Closed
CIP
1329
Convergence Investment Partners
Florida
– – -2,446 Closed
CT
1330
Chicago Trust
Illinois
– – -2,436 Closed
AFG
1331
Allegheny Financial Group
Pennsylvania
– – -2,435 Closed
OCG
1332
Opus Capital Group
Ohio
– – -2,425 Closed
SIA
1333
Soltis Investment Advisors
Utah
– – -2,425 Closed
WC
1334
Whitney & Co
New York
– – -2,418 Closed
RIA
1335
Realta Investment Advisors
Delaware
– – -2,408 Closed
PFA
1336
Pinnacle Family Advisors
Missouri
– – -2,402 Closed
SRC
1337
Shufro Rose & Co
New York
– – -2,400 Closed
AWP
1338
Abacus Wealth Partners
California
– – -2,396 Closed
ONB
1339
Old National Bancorp
Indiana
– – -2,394 Closed
PPP
1340
Private Portfolio Partners
New Jersey
– – -2,378 Closed
WAP
1341
Wealthcare Advisory Partners
Pennsylvania
– – -2,371 Closed
MWP
1342
Moller Wealth Partners
– – -2,368 Closed
IP
1343
Investment Partners
Ohio
– – -2,366 Closed
MIP
1344
Marietta Investment Partners
Wisconsin
– – -2,360 Closed
GLA
1345
Good Life Advisors
Pennsylvania
– – -2,358 Closed
PFA
1346
Paradigm Financial Advisors
Missouri
– – -2,340 Closed
DLA
1347
Douglas Lane & Associates
New York
– – -2,338 Closed
WIC
1348
Woodmont Investment Counsel
Tennessee
– – -2,337 Closed
HWMG
1349
Hurlow Wealth Management Group
Indiana
– – -2,335 Closed
PI
1350
PGGM Investments
Netherlands
– – -1,976 Closed
52 53
54
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