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Phillips 66
PSX

Overview Fund Activity

1,442 hedge funds and large institutions have $29.1B invested in Phillips 66 in 2022 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 616 increasing their positions, 403 reducing their positions, and 97 closing their positions.

Holders
1,442
Holders Change
+93
Holders Change %
+6.89%
% of All Funds
22.82%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
207
Increased
616
Reduced
403
Closed
97
Calls
$466M
Puts
$263M
Net Calls
+$203M
Net Calls Change
-$8.97M

Top Buyers

1
BlackRock
1
BlackRock
New York
$3.03B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$621M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.97B
4
UBS Group
4
UBS Group
Switzerland
$469M
5
State Street
5
State Street
Massachusetts
$2.75B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$264M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$13.7M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$7.28M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$215M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$603M
Name Market Value Shares Shares
Change 		Shares
Change %
HIMC
226
Heritage Investors Management Corp
Maryland
$8.22M 95,152 -413 -0.4%
Creative Planning
227
Creative Planning
Kansas
$8.2M 94,950 +1,472 +2%
SCM
228
SKBA Capital Management
California
$8.2M 94,860 -1,100 -1%
TCA
229
Tortoise Capital Advisors
Kansas
$8.13M 94,114 +94,114 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$7.99M 92,506 -8,781 -9%
RJT
231
Raymond James Trust
Florida
$7.91M 91,545 +2,153 +2%
AAP
232
Aristotle Atlantic Partners
Florida
$7.9M 91,442 +6,677 +8%
AUB
233
Atlantic Union Bankshares
Virginia
$7.79M 90,112 -2,372 -3%
CCM
234
CAAS Capital Management
New York
$7.77M 89,967 +89,967 New
Janus Henderson Group
235
Janus Henderson Group
United Kingdom
$7.66M 88,622 +29 +0%
MDCM
236
Morgan Dempsey Capital Management
Wisconsin
$7.45M 86,185 +3,743 +5%
LSA
237
L & S Advisors
California
$7.42M 85,857 +85,857 New
ECM
238
ExodusPoint Capital Management
New York
$7.35M 85,047 -267,251 -76%
MYIA
239
Mount Yale Investment Advisors
Colorado
$7.29M 84,412 +11,428 +16%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$7.28M 84,208 -884,934 -91%
URS
241
Utah Retirement Systems
Utah
$7.19M 83,267 +3,900 +5%
DLCIG
242
D.L. Carlson Investment Group
New Hampshire
$7.18M 83,129 +13,815 +20%
FI
243
Fractal Investments
Connecticut
$7.14M 82,620 +82,620 New
PHAM
244
Pacific Heights Asset Management
California
$6.91M 80,000 +20,000 +33%
TCM
245
Thomist Capital Management
Texas
$6.91M 80,000 +80,000 New
Comerica Bank
246
Comerica Bank
Texas
$6.9M 77,577 -7,714 -9%
OIM
247
Opus Investment Management
Massachusetts
$6.88M 79,689 +6,000 +8%
GIBU
248
Gulf International Bank (UK)
United Kingdom
$6.76M 78,253 +4,165 +6%
AAS
249
Annex Advisory Services
Wisconsin
$6.69M 77,413 +13,443 +21%
VFM
250
Viking Fund Management
North Dakota
$6.57M 76,000 +11,000 +17%
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