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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.

New
Increased
Maintained
Reduced
Closed
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
Millennium Management
New York
$229M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$607M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$84.3M
4
Marshall Wace
Marshall Wace
United Kingdom
$87M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$70.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$54M
2
BlackRock
BlackRock
New York
$2.27B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$229M
4
Bank of America
Bank of America
North Carolina
$442M
5
EIP
Epoch Investment Partners
New York
$384K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
201
MetLife Investment Management
New Jersey
$7.01M -$153K -2,115 -2%
MCM
202
Mattern Capital Management
Colorado
$6.99M +$25.4K +351 +0.4%
Allspring Global Investments
203
Allspring Global Investments
North Carolina
$6.96M +$6.96M +96,048 New
SCM
204
SKBA Capital Management
California
$6.95M +$21.7K +300 +0.3%
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$6.94M -$433K -5,978 -6%
HIMC
206
Heritage Investors Management Corp
Maryland
$6.93M +$114K +1,571 +2%
RCYC
207
Richard C. Young & Co
Rhode Island
$6.8M +$258K +3,560 +4%
Creative Planning
208
Creative Planning
Kansas
$6.77M -$82.7K -1,141 -1%
YCM
209
Yousif Capital Management
Michigan
$6.7M +$6.7M +92,512 New
AUB
210
Atlantic Union Bankshares
Virginia
$6.7M +$1.74M +24,064 +35%
Two Sigma Advisers
211
Two Sigma Advisers
New York
$6.6M +$4.66M +64,300 +240%
RJT
212
Raymond James Trust
Florida
$6.48M -$53K -731 -0.8%
BG
213
Bollard Group
Massachusetts
$6.48M +$76.2K +1,052 +1%
Janus Henderson Group
214
Janus Henderson Group
United Kingdom
$6.42M -$1.1M -15,125 -15%
Calamos Advisors
215
Calamos Advisors
Illinois
$6.35M +$246K +3,391 +4%
Ninety One (UK)
216
Ninety One (UK)
United Kingdom
$6.34M +$163K +2,252 +3%
AAP
217
Aristotle Atlantic Partners
Florida
$6.14M +$1.23M +16,942 +25%
GCA
218
Greenwood Capital Associates
South Carolina
$6.13M +$32.9K +454 +0.5%
MDCM
219
Morgan Dempsey Capital Management
Wisconsin
$5.97M +$2.49M +34,358 +71%
Robeco Institutional Asset Management
220
Robeco Institutional Asset Management
Netherlands
$5.96M +$1.42M +19,596 +31%
GCMG
221
Gyroscope Capital Management Group
Florida
$5.91M +$5.91M +81,526 New
GLA
222
Great Lakes Advisors
Illinois
$5.79M +$390K +5,388 +7%
URS
223
Utah Retirement Systems
Utah
$5.75M +$14.5K +200 +0.3%
GWM
224
Geneos Wealth Management
Colorado
$5.72M -$877K -12,101 -13%
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$5.71M +$3.67M +50,682 +180%
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