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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 %
MWM
1376
Mascoma Wealth Management
New Hampshire
– – -312 Closed
SLF
1377
Sun Life Financial
Ontario, Canada
– – -253 Closed
FFW
1378
Fusion Family Wealth
New York
– – -250 Closed
WB
1379
Webster Bank
Connecticut
– – -210 Closed
TCWM
1380
Total Clarity Wealth Management
Illinois
– – -200 Closed
IBOK
1381
Independence Bank of Kentucky
Kentucky
– – -200 Closed
HI
1382
Human Investing
Oregon
– – -85 Closed
WCM
1383
Wealthcare Capital Management
Virginia
– – -84 Closed
SWM
1384
Selective Wealth Management
Virginia
– – -78 Closed
RCG
1385
Rock Creek Group
District of Columbia
– – -50 Closed
ACM
1386
Allred Capital Management
Texas
– – -25 Closed
GAM
1387
Grandview Asset Management
Pennsylvania
– – -25 Closed
AA
1388
AlphaMark Advisors
Kentucky
– – -25 Closed
SWP
1389
ShoreHaven Wealth Partners
New Jersey
– – -18 Closed
RWG
1390
Regal Wealth Group
California
– – -7 Closed
HT
1391
HAP Trading
New York
– – – –
Group One Trading
1392
Group One Trading
Illinois
– – – –
SJIM
1393
St. Johns Investment Management
Florida
$0 1 – –
Walleye Trading
1394
Walleye Trading
New York
– – – –
Capstone Investment Advisors
1395
Capstone Investment Advisors
New York
– – – –
MS
1396
Maven Securities
Jersey
– – – –
CM
1397
Caption Management
Oklahoma
– – – –
EIM
1398
Elliott Investment Management
Florida
– – – –
Twin Tree Management
1399
Twin Tree Management
Texas
– – – –
PCMF
1400
Private Capital Management (Florida)
Florida
– – – –
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