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Phillips 66
PSX

1,451 hedge funds and large institutions have $29.1B invested in Phillips 66 in 2022 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 618 increasing their positions, 408 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 4 → 16 (+12)

114% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 97

77% more call options, than puts

Call options by funds: $466M | Put options by funds: $263M

51% more repeat investments, than reductions

Existing positions increased: 618 | Existing positions reduced: 408

31% more capital invested

Capital invested by funds: $22.2B → $29.1B (+$6.96B)

7% more funds holding

Funds holding: 1,358 → 1,451 (+93)

0.49% more ownership

Funds ownership: 69.82% → 70.31% (+0.49%)

Holders
1,451
Holders Change
+93
Holders Change %
+6.85%
% of All Funds
22.88%
Holding in Top 10
16
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+300%
% of All Funds
0.25%
New
208
Increased
618
Reduced
408
Closed
97
Calls
$466M
Puts
$263M
Net Calls
+$203M
Net Calls Change
-$8.97M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$314M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$232M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$214M
4
UBS Group
UBS Group
Switzerland
+$196M
5
State Street
State Street
Massachusetts
+$186M

Top Sellers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
-$117M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$80.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$74.5M
4
N
Nuveen
North Carolina
-$67.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$34.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
351
IFP Advisors
Florida
$3.58M +$1.62M +19,309 +184%
SC
352
Stolper & Co
Oklahoma
$3.57M +$420K +4,993 +14%
NFC
353
Northeast Financial Consultants
Connecticut
$3.57M +$3.15M +37,404 +959%
HPC
354
HM Payson & Co
Maine
$3.57M -$272K -3,232 -7%
TFA
355
Teamwork Financial Advisors
Texas
$3.56M +$2.21M +26,284 +175%
CS
356
Candriam SCA
Luxembourg
$3.51M +$254K +3,014 +8%
VVP
357
Venture Visionary Partners
Ohio
$3.51M +$1.38M +16,348 +67%
ACM
358
Alta Capital Management
Utah
$3.51M +$230K +2,728 +7%
CCG
359
Chatham Capital Group
Georgia
$3.46M -$255K -3,035 -7%
SMDAM
360
Sumitomo Mitsui DS Asset Management
Japan
$3.45M -$125K -1,482 -4%
WMSA
361
Weiss Multi-Strategy Advisers
New York
$3.44M +$3.35M +39,819 New
BCM
362
Brookstone Capital Management
Illinois
$3.43M +$798K +9,484 +30%
CAN
363
Cetera Advisor Networks
California
$3.41M +$294K +3,497 +10%
QC
364
Quadrature Capital
United Kingdom
$3.41M +$783K +9,306 +31%
PAS
365
Park Avenue Securities
New York
$3.4M +$277K +3,296 +9%
Fiera Capital (Canada)
366
Fiera Capital (Canada)
Quebec, Canada
$3.38M +$8.5K +101 +0.3%
EPFB
367
Employees Provident Fund Board
Malaysia
$3.35M +$3.26M +38,729 New
WBC
368
Westpac Banking Corp
Australia
$3.34M +$140K +1,663 +4%
PA
369
Pinnacle Associates
New York
$3.32M -$140K -1,667 -4%
SAM
370
Securian Asset Management
Minnesota
$3.29M +$166K +1,978 +5%
AOWM
371
Alpha Omega Wealth Management
Virginia
$3.29M +$86.7K +1,031 +3%
OC
372
Oppenheimer & Co
New York
$3.27M +$442K +5,251 +16%
CTA
373
Colonial Trust Advisors
South Carolina
$3.27M +$143K +1,695 +5%
EMPI
374
Elo Mutual Pension Insurance
Finland
$3.26M +$375K +4,462 +13%
SCP
375
Shorepoint Capital Partners
Massachusetts
$3.26M -$73.6K -875 -2%
13 14
15
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PSX Hedge Fund Activity: Q1 2022 in Review

1,451 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2022, worth a combined $29.1B — up 31% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new PSX positions and 97 closed out — a net gain of 111 holders — while 618 added to existing stakes and 408 trimmed.

The largest buyer was BlackRock, adding an estimated $314M. The largest seller was Barclays, cutting an estimated $117M.

  • 1,451 institutional investors held Phillips 66 (PSX) as of Q1 2022, up from 1,358 in Q4 2021.
  • Funds reported $29.1B of Phillips 66 stock for Q1 2022, up 31% quarter-over-quarter.
  • 208 funds opened new Phillips 66 positions in Q1 2022 and 97 closed out, a net change of +111 holders.
  • The largest Phillips 66 buyer in Q1 2022 was BlackRock, an estimated $314M added.
  • The largest Phillips 66 seller in Q1 2022 was Barclays, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2022.