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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 %
BSI
1351
Bennett Selby Investments
Maine
– – -3,802 Closed
MYIA
1352
Mount Yale Investment Advisors
Colorado
– – -3,648 Closed
VFA
1353
Voya Financial Advisors
Connecticut
– – -3,622 Closed
T
1354
TRUADVICE
Florida
– – -3,510 Closed
ARTA
1355
A.R.T. Advisors
New York
– – -3,397 Closed
IWC
1356
Integrated Wealth Concepts
Massachusetts
– – -3,215 Closed
UBV
1357
United Bank (Virginia)
Virginia
– – -3,149 Closed
MHS
1358
M Holdings Securities
Oregon
– – -3,010 Closed
WIA
1359
Wealthstreet Investment Advisors
Texas
– – -2,711 Closed
PCMC
1360
Paragon Capital Management (Colorado)
Colorado
– – -2,669 Closed
FC
1361
Forte Capital
New York
– – -2,472 Closed
OQS
1362
Occudo Quantitative Strategies
Florida
– – -2,458 Closed
CCM
1363
Copeland Capital Management
Pennsylvania
– – -2,326 Closed
RWB
1364
RMR Wealth Builders
New Jersey
– – -1,648 Closed
NIM
1365
NuWave Investment Management
New Jersey
– – -1,276 Closed
DWP
1366
Destiny Wealth Partners
Florida
– – -1,130 Closed
HIIFS
1367
Harel Insurance Investments & Financial Services
Israel
– – -1,000 Closed
MLFP
1368
MPS Loria Financial Planners
Illinois
– – -819 Closed
FP
1369
Fiduciary Planning
Florida
– – -804 Closed
GIA
1370
Goodwin Investment Advisory
Georgia
– – -582 Closed
CAC
1371
Certified Advisory Corp
Florida
– – -508 Closed
AIC
1372
Archer Investment Corporation
Indiana
– – -479 Closed
ADIM
1373
Alpha DNA Investment Management
Maryland
– – -478 Closed
MF
1374
Manchester Financial
California
– – -361 Closed
MWP
1375
Meridian Wealth Partners
Pennsylvania
– – -321 Closed
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