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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 Market Value Shares Shares
Change 		Shares
Change %
IWC
1401
Integrated Wealth Concepts
Massachusetts
– – -2,981 Closed
PNC
1402
Park National Corp
Ohio
– – -2,957 Closed
SIM
1403
SSI Investment Management
California
– – -2,941 Closed
CWA
1404
Canvas Wealth Advisors
Kansas
– – -2,860 Closed
BONH
1405
Bank of New Hampshire
New Hampshire
– – -2,562 Closed
CFA
1406
Cahill Financial Advisors
Minnesota
– – -1,383 Closed
SFP
1407
Sterling Financial Planning
New Jersey
– – -1,093 Closed
CI
1408
CX Institutional
Indiana
– – -805 Closed
HA
1409
Herold Advisors
New York
– – -800 Closed
CPWM
1410
Cypress Point Wealth Management
Texas
– – -722 Closed
BMD
1411
Better Money Decisions
New Mexico
– – -623 Closed
DOA
1412
D'Orazio & Associates
Virginia
– – -488 Closed
AIM
1413
Achmea Investment Management
Netherlands
– – -465 Closed
CDIA
1414
Capital Directions Investment Advisors
Georgia
– – -330 Closed
FCM
1415
Firestone Capital Management
Florida
– – -318 Closed
BC
1416
Barnett & Company
Tennessee
– – -300 Closed
CPC
1417
Consolidated Planning Corp
Georgia
– – -185 Closed
SFPG
1418
Stonebridge Financial Planning Group
Florida
– – -175 Closed
GRP
1419
Global Retirement Partners
California
– – -167 Closed
Lazard Asset Management
1420
Lazard Asset Management
New York
– – -152 Closed
PCTC
1421
Perkins Coie Trust Company
Washington
– – -100 Closed
DFCM
1422
Dark Forest Capital Management
Puerto Rico
– – -90 Closed
RA
1423
Resolute Advisors
California
– – -79 Closed
IF
1424
Ironwood Financial
Arizona
– – -63 Closed
FCAS
1425
First Command Advisory Services
Texas
– – -45 Closed
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