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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.

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 %
FCG
1326
Financial Connections Group
California
$2K +$2K +30 New
GC
1327
Gould Capital
Washington
$2K +$2K +33 New
FPWM
1328
FSB Premier Wealth Management
Iowa
$2K +$2K +40 New
CCA
1329
Column Capital Advisors
Indiana
$1K -$789 -15 -44%
DAM
1330
Delta Asset Management
Tennessee
$1K – – –
IBOK
1331
Independence Bank of Kentucky
Kentucky
$1K – – –
JMF
1332
Johnson Midwest Financial
Iowa
$1K – – –
CFFP
1333
Center for Financial Planning
Michigan
$1K – – –
CPFP
1334
Clear Perspectives Financial Planning
Ohio
$1K – – –
BWL
1335
Bogart Wealth LLC
Virginia
$1K – – –
TWP
1336
TFO Wealth Partners
Ohio
$1K +$1K +12 New
FEG
1337
Financial Enhancement Group
Indiana
$1K +$1K +14 New
CAC
1338
Core Alternative Capital
Georgia
$1K +$1K +16 New
WFS
1339
Widmann Financial Services
Maryland
$1K +$1K +23 New
ED
1340
Exane Derivatives
France
$725 – – –
WA
1341
WestEnd Advisors
North Carolina
$217 +$217 +3 New
PP
1342
PFS Partners
New Jersey
$147 +$147 +2 New
BBHC
1343
Brown Brothers Harriman & Co
New York
$142 – -3 -0.2%
CP
1344
Castleview Partners
Texas
$105 +$105 +7,608 New
RTC
1345
Riverview Trust Company
Washington
$17 – – –
FFG
1346
Ford Financial Group
California
$12 +$12 +175 New
BGIM
1347
Brandywine Global Investment Management
Pennsylvania
– -$24.5M -349,921 Closed
BCM
1348
Bridgeway Capital Management
Texas
– -$12.9M -184,068 Closed
JGC
1349
J. Goldman & Co
New York
– -$8.41M -120,121 Closed
ACI
1350
AMP Capital Investors
Australia
– -$6.87M -98,120 Closed
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