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Phillips 66
PSX

Overview Fund Activity

1,265 hedge funds and large institutions have $25B invested in Phillips 66 in 2021 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 434 increasing their positions, 493 reducing their positions, and 83 closing their positions.

Holders
1,265
Holders Change
+37
Holders Change %
+3.01%
% of All Funds
22.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
132
Increased
434
Reduced
493
Closed
83
Calls
$400M
Puts
$224M
Net Calls
+$176M
Net Calls Change
+$56.2M

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.37B
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$93.4M
3
KBC Group
3
KBC Group
Belgium
$101M
4
PPA
4
Parametric Portfolio Associates
Washington
$237M
5
Bank of America
5
Bank of America
North Carolina
$535M

Top Sellers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$249M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$333M
3
PP
3
Prudential plc
United Kingdom
$10.9M
4
Sumitomo Mitsui Trust Group
4
Sumitomo Mitsui Trust Group
Japan
$115M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$707M
Name Market Value Shares Shares
Change 		Shares
Change %
Vontobel Holding
151
Vontobel Holding
Switzerland
$11.8M 144,373 +6,479 +5%
HighTower Advisors
152
HighTower Advisors
Illinois
$11.8M 144,793 +5,723 +4%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$11.6M 142,786 -28,180 -16%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$11.6M 142,509 +15,455 +12%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$11.2M 136,904 +2,814 +2%
MML Investors Services
156
MML Investors Services
Massachusetts
$11.1M 136,190 +46,316 +52%
Natixis Advisors
157
Natixis Advisors
Massachusetts
$10.9M 133,693 -195 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
158
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M 133,245 +6,461 +5%
PP
159
Prudential plc
United Kingdom
$10.9M 133,200 -627,400 -82%
CGH
160
Crossmark Global Holdings
Texas
$10.3M 126,594 +3,544 +3%
PI
161
PFS Investments
Georgia
$10.3M 125,942 +14,767 +13%
SSA
162
Schonfeld Strategic Advisors
New York
$10.2M 125,000 +125,000 New
ASRS
163
Arizona State Retirement System
Arizona
$10M 123,092 -18,479 -13%
ANRF
164
Adams Natural Resources Fund
Maryland
$9.79M 120,075 -20,400 -15%
First Trust Advisors
165
First Trust Advisors
Illinois
$9.75M 119,625 +53,068 +80%
Ensign Peak Advisors
166
Ensign Peak Advisors
Utah
$9.66M 118,518 -94,318 -44%
Creative Planning
167
Creative Planning
Kansas
$9.61M 117,840 +2,939 +3%
Teacher Retirement System of Texas
168
Teacher Retirement System of Texas
Texas
$9.47M 116,190 -3,713 -3%
ACI
169
AMP Capital Investors
Australia
$9.46M 115,926 +17,112 +17%
LKIM
170
Lawson Kroeker Investment Management
Nebraska
$9.45M 115,863 -150 -0.1%
AAIM
171
American Assets Investment Management
California
$9.4M 115,300 – –
BIM
172
Bridgecreek Investment Management
Oklahoma
$9.34M 114,560 +785 +0.7%
ProShare Advisors
173
ProShare Advisors
Maryland
$9.31M 114,141 -12,594 -10%
Citadel Advisors
174
Citadel Advisors
Florida
$9.24M 113,275 -129,099 -53%
GC
175
Gratus Capital
Georgia
$9.23M 113,219 +8,186 +8%
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