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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 %
Aviva
151
Aviva
United Kingdom
$12.1M 141,415 -5,004 -3%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$11.9M 138,829 +1,925 +1%
GC
153
Guggenheim Capital
Illinois
$11.7M 136,066 -9,709 -7%
ProShare Advisors
154
ProShare Advisors
Maryland
$11.6M 134,931 +20,790 +18%
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$11.4M 133,074 +133,074 New
SCM
156
SIR Capital Management
New York
$11.4M 132,900 +132,900 New
Vontobel Holding
157
Vontobel Holding
Switzerland
$11.2M 131,568 -12,805 -9%
GC
158
Gratus Capital
Georgia
$10.7M 124,140 +10,921 +10%
AB
159
Amalgamated Bank
New York
$10.6M 123,625 +99,775 +418%
ASRS
160
Arizona State Retirement System
Arizona
$10.5M 122,416 -676 -0.5%
Cambridge Investment Research Advisors
161
Cambridge Investment Research Advisors
Iowa
$10.5M 121,903 +121,903 New
SG Americas Securities
162
SG Americas Securities
New York
$10.4M 121,401 -73,749 -38%
Grantham, Mayo, Van Otterloo & Co (GMO)
163
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.4M 121,351 -310,499 -72%
ANRF
164
Adams Natural Resources Fund
Maryland
$10.1M 118,175 -1,900 -2%
AAIM
165
American Assets Investment Management
California
$9.9M 115,300 – –
RIA
166
RPG Investment Advisory
California
$9.88M 115,113 +42,119 +58%
LKIM
167
Lawson Kroeker Investment Management
Nebraska
$9.85M 114,718 -1,145 -1%
AAM
168
Advisors Asset Management
Colorado
$9.69M 112,952 +15,118 +15%
PWAG
169
Polaris Wealth Advisory Group
California
$9.66M 110,888 +110,888 New
BTCPP
170
Border to Coast Pensions Partnership
United Kingdom
$9.63M 111,450 +111,450 New
Creative Planning
171
Creative Planning
Kansas
$9.53M 111,072 -6,768 -6%
Ensign Peak Advisors
172
Ensign Peak Advisors
Utah
$9.49M 110,573 -7,945 -7%
SOMRS
173
State of Michigan Retirement System
Michigan
$9.45M 110,102 +500 +0.5%
OAM
174
Oppenheimer Asset Management
New York
$9.44M 109,963 +21,403 +24%
WAM
175
Wallington Asset Management
Indiana
$9.41M 109,595 +4,544 +4%
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