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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 %
BG
201
Bollard Group
Massachusetts
$7.39M 86,148 +33,972 +65%
Comerica Bank
202
Comerica Bank
Texas
$7.38M 111,415 -3,001 -3%
COPPSERS
203
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.34M 85,525 -4,378 -5%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$7.25M 84,451 +53,822 +176%
M
205
MOTCO
Texas
$7.22M 84,139 -150 -0.2%
URS
206
Utah Retirement Systems
Utah
$7.16M 83,367 -400 -0.5%
HC
207
Hendley & Co
Ohio
$7.15M 83,342 +10,065 +14%
SWM
208
Stockman Wealth Management
Montana
$7.11M 82,852 +4,934 +6%
HTI
209
Hikari Tsushin Inc
Japan
$7.02M 81,844 – –
HLCM
210
Hi-Line Capital Management
South Dakota
$7.02M 81,761 +903 +1%
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$6.96M 81,147 -35,043 -30%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$6.94M 80,861 +9,190 +13%
UIM
213
USS Investment Management
United Kingdom
$6.81M 79,327 – –
FFIC
214
First Fiduciary Investment Counsel
Ohio
$6.7M 78,017 -4,241 -5%
State of Tennessee, Department of Treasury
215
State of Tennessee, Department of Treasury
Tennessee
$6.69M 77,992 +323 +0.4%
Calamos Advisors
216
Calamos Advisors
Illinois
$6.59M 76,783 +17,463 +29%
GLA
217
Great Lakes Advisors
Illinois
$6.49M 75,632 +4,774 +7%
WSFS
218
Wilmington Savings Fund Society
Delaware
$6.48M 75,489 -394 -0.5%
DLCIG
219
D.L. Carlson Investment Group
New Hampshire
$6.43M 74,932 -26 -0%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$6.38M 74,387 +392 +0.5%
TCA
221
Tortoise Capital Advisors
Kansas
$6.27M 73,010 +73,010 New
TPSF
222
Texas Permanent School Fund
Texas
$6.24M 72,742 -197 -0.3%
GCA
223
Greenwood Capital Associates
South Carolina
$6.15M 71,655 +1,068 +2%
ACM
224
Alta Capital Management
Utah
$6.11M 71,183 +321 +0.5%
KAS
225
Kestra Advisory Services
Texas
$6.09M 71,011 +9,510 +15%
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