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

Top Sellers

1
Barclays
Barclays
United Kingdom
$264M
2
NSLI
Nan Shan Life Insurance
Taiwan
$13.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$215M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
351
Stolper & Co
Oklahoma
$3.57M +$431K +4,993 +14%
NFC
352
Northeast Financial Consultants
Connecticut
$3.57M +$3.23M +37,404 +959%
HPC
353
HM Payson & Co
Maine
$3.57M -$279K -3,232 -7%
TFA
354
Teamwork Financial Advisors
Texas
$3.57M +$2.27M +26,284 +175%
CS
355
Candriam SCA
Luxembourg
$3.51M +$260K +3,014 +8%
VVP
356
Venture Visionary Partners
Ohio
$3.51M +$1.41M +16,348 +67%
ACM
357
Alta Capital Management
Utah
$3.51M +$236K +2,728 +7%
CCG
358
Chatham Capital Group
Georgia
$3.47M -$262K -3,035 -7%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$3.45M -$128K -1,482 -4%
WMSA
360
Weiss Multi-Strategy Advisers
New York
$3.44M +$3.44M +39,819 New
BCM
361
Brookstone Capital Management
Illinois
$3.43M +$782K +9,484 +30%
CAN
362
Cetera Advisor Networks
California
$3.41M +$302K +3,497 +10%
QC
363
Quadrature Capital
United Kingdom
$3.41M +$804K +9,306 +31%
PAS
364
Park Avenue Securities
New York
$3.4M +$285K +3,296 +9%
Fiera Capital (Canada)
365
Fiera Capital (Canada)
Quebec, Canada
$3.38M +$8.73K +101 +0.3%
WBC
366
Westpac Banking Corp
Australia
$3.34M +$144K +1,663 +4%
PA
367
Pinnacle Associates
New York
$3.32M -$144K -1,667 -4%
SAM
368
Securian Asset Management
Minnesota
$3.29M +$171K +1,978 +5%
AOWM
369
Alpha Omega Wealth Management
Virginia
$3.29M +$89.1K +1,031 +3%
OC
370
Oppenheimer & Co
New York
$3.27M +$454K +5,251 +16%
CTA
371
Colonial Trust Advisors
South Carolina
$3.27M +$146K +1,695 +5%
EMPI
372
Elo Mutual Pension Insurance
Finland
$3.26M +$385K +4,462 +13%
SCP
373
Shorepoint Capital Partners
Massachusetts
$3.26M -$75.6K -875 -2%
OPERF
374
Oregon Public Employees Retirement Fund
Oregon
$3.25M +$173K +2,003 +6%
RC
375
RegentAtlantic Capital
New Jersey
$3.23M -$8.12K -94 -0.3%
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