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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 %
MCP
326
Mirador Capital Partners
California
$3.97M +$59.8K +692 +2%
Mackenzie Financial
327
Mackenzie Financial
Ontario, Canada
$3.97M -$14.2M -164,172 -78%
RB
328
Rodgers Brothers
Pennsylvania
$3.95M -$194K -2,250 -5%
NA
329
NewEdge Advisors
Louisiana
$3.94M +$350K +4,048 +10%
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$3.93M +$2.5M +28,918 +174%
IIM
331
Intact Investment Management
Quebec, Canada
$3.86M +$3.86M +44,700 New
Ensign Peak Advisors
332
Ensign Peak Advisors
Utah
$3.83M +$76.9K +890 +2%
HIMCH
333
Hartford Investment Management Co (HIMCO)
Connecticut
$3.82M -$29.2K -338 -0.8%
NB
334
Norinchukin Bank
Japan
$3.79M +$581K +6,730 +18%
TCM
335
Telos Capital Management
California
$3.79M -$5.62K -65 -0.1%
LFAS
336
Level Four Advisory Services
Texas
$3.76M +$174K +2,010 +5%
BFEC
337
Benjamin F. Edwards & Company
Missouri
$3.75M -$1.28M -14,767 -25%
SWA
338
Stratos Wealth Advisors
Ohio
$3.75M -$5.53K -64 -0.1%
Schroder Investment Management Group
339
Schroder Investment Management Group
United Kingdom
$3.75M +$428K +4,899 +13%
V
340
Veritable
Delaware
$3.74M -$301K -3,489 -7%
USCWA
341
U.S. Capital Wealth Advisors
Texas
$3.71M +$1.07M +12,332 +40%
PCA
342
Providence Capital Advisors
North Carolina
$3.71M -$883K -10,228 -19%
Wealthfront Advisers
343
Wealthfront Advisers
California
$3.7M -$793K -9,185 -18%
FNBOO
344
First National Bank of Omaha
Nebraska
$3.68M -$153K -1,766 -4%
ASN
345
Advisory Services Network
Georgia
$3.67M -$139K -1,606 -4%
SIA
346
Sovereign Investment Advisors
Arizona
$3.64M +$3.64M +42,129 New
PP
347
PDT Partners
New York
$3.63M +$3.63M +41,956 New
FNBOMD
348
First National Bank of Mount Dora
Florida
$3.61M -$89.2K -1,033 -2%
TYCC
349
Texas Yale Capital Corp
Florida
$3.6M +$3.6M +41,643 New
IA
350
IFP Advisors
Florida
$3.58M +$2.32M +19,309 +184%
12 13
14
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