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Phillips 66
PSX

Overview Fund Activity

1,435 hedge funds and large institutions have $28.1B invested in Phillips 66 in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 592 increasing their positions, 461 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
-7
Holders Change %
-0.49%
% of All Funds
24.26%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.17%
New
128
Increased
592
Reduced
461
Closed
117
Calls
$501M
Puts
$379M
Net Calls
+$122M
Net Calls Change
-$80.8M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.07B
2
BlackRock
BlackRock
New York
$3.1B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$842M
4
Morgan Stanley
Morgan Stanley
New York
$482M
5
American Century Companies
American Century Companies
Missouri
$127M

Top Sellers

1
Millennium Management
Millennium Management
New York
$47M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
UBS Group
UBS Group
Switzerland
$338M
4
Two Sigma Investments
Two Sigma Investments
New York
$15.8M
5
Barclays
Barclays
United Kingdom
$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
251
Fractal Investments
Connecticut
$5.86M -$911K -11,115 -13%
USCWA
252
U.S. Capital Wealth Advisors
Texas
$5.86M +$2.33M +28,410 +66%
Bank of Nova Scotia
253
Bank of Nova Scotia
Ontario, Canada
$5.83M -$1.08M -13,159 -16%
OPCM
254
Osborne Partners Capital Management
California
$5.75M -$4.29M -52,365 -43%
USAA
255
United Services Automobile Association
Texas
$5.75M +$1.4M +17,129 +32%
Schroder Investment Management Group
256
Schroder Investment Management Group
United Kingdom
$5.73M +$2.11M +24,937 +58%
FF
257
FourThought Financial
Florida
$5.72M +$306K +3,737 +6%
VWA
258
Visionary Wealth Advisors
Illinois
$5.7M +$459K +5,595 +9%
KPWS
259
Kestra Private Wealth Services
Texas
$5.64M +$3.67M +44,776 +187%
ECM
260
ExodusPoint Capital Management
New York
$5.6M -$1.37M -16,728 -20%
GWM
261
Geneos Wealth Management
Colorado
$5.52M +$348K +4,122 +7%
FRM
262
Foundation Resource Management
Arkansas
$5.48M -$4.1K -50 -0.1%
DIP
263
DT Investment Partners
Pennsylvania
$5.41M -$44.3K -540 -0.8%
MOACM
264
Mutual of America Capital Management
New York
$5.38M +$257K +3,139 +5%
KAS
265
Kestra Advisory Services
Texas
$5.36M +$1.09M +13,317 +26%
SFA
266
Sequoia Financial Advisors
Ohio
$5.35M +$1.15M +14,019 +27%
TPSF
267
Texas Permanent School Fund
Texas
$5.21M +$235K +2,861 +5%
Axa
268
Axa
France
$5.21M -$7.55M -92,089 -59%
RFM
269
Royal Fund Management
Florida
$5.09M +$86.5K +1,055 +2%
JF
270
Jump Financial
Illinois
$5.08M +$3.47M +42,378 +216%
CWM
271
Congress Wealth Management
Massachusetts
$5.03M +$16.6K +203 +0.3%
MIM
272
Montgomery Investment Management
Maryland
$5.01M -$57.4K -700 -1%
Fifth Third Bancorp
273
Fifth Third Bancorp
Ohio
$4.99M -$66.1K -806 -1%
Janus Henderson Group
274
Janus Henderson Group
United Kingdom
$4.93M -$2.34M -28,501 -32%
CIBC Asset Management
275
CIBC Asset Management
Ontario, Canada
$4.91M +$986K +12,025 +25%
9 10
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