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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 %
PGWM
1351
Parisi Gray Wealth Management
New Jersey
– – -1,975 Closed
BFA
1352
Brendel Financial Advisors
New Hampshire
– – -1,563 Closed
EFSCE
1353
Enterprise Financial Services Corp (EFSC)
Missouri
– – -1,516 Closed
FWM
1354
FFT Wealth Management
Pennsylvania
– – -1,378 Closed
HBT
1355
Hills Bank & Trust
Iowa
– – -1,298 Closed
WAM
1356
Wolverine Asset Management
Illinois
– – -1,186 Closed
Point72 Asset Management
1357
Point72 Asset Management
Connecticut
– – -1,158 Closed
CA
1358
Centerpoint Advisors
Massachusetts
– – -1,157 Closed
WP
1359
WealthShield Partners
North Carolina
– – -1,140 Closed
SB
1360
Strategic Blueprint
Georgia
– – -1,034 Closed
EBSAM
1361
Eubel Brady & Suttman Asset Management
Ohio
– – -600 Closed
WP
1362
Waycross Partners
Kentucky
– – -500 Closed
RDWM
1363
Red Door Wealth Management
Tennessee
– – -325 Closed
FI
1364
Financial Insights
Washington
– – -266 Closed
KC
1365
Knuff & Co
California
– – -200 Closed
FFG
1366
Ford Financial Group
California
– – -172 Closed
FPW
1367
Flagship Private Wealth
Massachusetts
– – -158 Closed
BBL
1368
Beck Bode LLC
Massachusetts
– – -137 Closed
IP
1369
Isthmus Partners
Wisconsin
– – -134 Closed
ANBT
1370
American National Bank & Trust
Texas
– – -127 Closed
SL
1371
Savior LLC
Massachusetts
– – -111 Closed
IPW
1372
IronBridge Private Wealth
Texas
– – -100 Closed
AL
1373
ADE LLC
Maryland
– – -100 Closed
AIM
1374
Arcadia Investment Management
Michigan
– – -83 Closed
SFO
1375
Standard Family Office
South Dakota
– – -36 Closed
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