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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
CPO
301
Cerity Partners OCIO
New York
$4.55M +$3.92M +45,386 +626%
CSPAM
302
Cary Street Partners Asset Management
Virginia
$4.54M +$27K +313 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
303
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.5M +$4.5M +52,116 New
KAS
304
Kestra Advisory Services
Texas
$4.49M -$2.05M -23,687 -31%
HC
305
Hendley & Co
Ohio
$4.48M -$24.9K -288 -0.6%
PI
306
PGGM Investments
Netherlands
$4.44M – – –
SFA
307
Sequoia Financial Advisors
Ohio
$4.42M +$531K +6,145 +14%
IMRF
308
Illinois Municipal Retirement Fund
Illinois
$4.41M -$877K -10,155 -17%
RC
309
RBF Capital
California
$4.37M – – –
NAM
310
Nissay Asset Management
Japan
$4.33M +$89.4K +1,035 +2%
AAS
311
Avantax Advisory Services
Texas
$4.32M +$125K +1,447 +3%
SWM
312
Scissortail Wealth Management
Oklahoma
$4.32M +$1.42M +15,961 +49%
UB
313
UMB Bank
Missouri
$4.3M -$122K -1,416 -3%
RIL
314
Rothschild Investment LLC
Illinois
$4.29M -$77.7K -899 -2%
Brown Advisory
315
Brown Advisory
Maryland
$4.23M +$226K +2,616 +6%
AA
316
Ancora Advisors
Ohio
$4.18M -$187K -2,168 -4%
DA
317
Duality Advisers
Florida
$4.15M +$4.15M +48,082 New
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$4.14M +$519K +6,011 +14%
NIPH
319
NN Investment Partners Holdings
Netherlands
$4.13M +$3.35M +38,800 +430%
HNB
320
Huntington National Bank
Ohio
$4.12M -$133K -1,536 -3%
UCFA
321
United Capital Financial Advisors
Texas
$4.04M -$389K -4,504 -9%
SB
322
Simmons Bank
Arkansas
$4.03M +$15.9K +184 +0.4%
MA
323
MUFG Americas
New York
$4.03M -$200K -2,311 -5%
BPA
324
Beacon Pointe Advisors
California
$4.02M +$3.29M +38,079 +451%
BFG
325
Beacon Financial Group
Texas
$3.99M +$3.36K +38 +0.1%
11 12
13
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