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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 %
KWM
376
Kingsview Wealth Management
Oregon
$3.22M +$599K +6,933 +23%
SGA
377
Strategic Global Advisors
California
$3.17M +$3.17M +36,669 New
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$3.14M -$24.6K -285 -0.8%
FAB
379
First American Bank
Illinois
$3.11M +$49.7K +575 +2%
MP
380
McDonald Partners
Ohio
$3.1M +$3.1M +35,891 New
AI
381
Atria Investments
North Carolina
$3.1M +$116K +1,341 +4%
MSRPS
382
Maryland State Retirement & Pension System
Maryland
$3.08M +$193K +2,239 +7%
VMPIC
383
Varma Mutual Pension Insurance Co
Finland
$3.08M – – –
GIA
384
Gateway Investment Advisers
Ohio
$3.05M +$86K +996 +3%
CGH
385
Crossmark Global Holdings
Texas
$3.03M -$129K -1,492 -4%
HT
386
Heritage Trust
Oklahoma
$3.01M +$129K +1,488 +4%
EFS
387
Econ Financial Services
Pennsylvania
$3M +$2.29M +26,491 +323%
PAM
388
Panagora Asset Management
Massachusetts
$2.95M +$575K +6,653 +24%
TBC
389
Tweedy, Browne Co
Connecticut
$2.92M -$1.42M -16,381 -33%
Cerity Partners
390
Cerity Partners
New York
$2.91M +$117K +1,351 +4%
YIH
391
Y-Intercept (HK)
Hong Kong
$2.9M +$2.9M +33,616 New
PAG
392
Private Advisor Group
New Jersey
$2.89M +$373K +4,317 +15%
PRS
393
Pinkerton Retirement Specialists
Idaho
$2.89M +$295K +3,419 +11%
GAM
394
Gotham Asset Management
New York
$2.88M +$894K +10,349 +45%
SBH
395
Segall Bryant & Hamill
Illinois
$2.88M +$31.1K +360 +1%
RCA
396
Riverview Capital Advisers
Massachusetts
$2.85M – – –
DZ Bank
397
DZ Bank
Germany
$2.82M – – –
PA
398
Profund Advisors
Maryland
$2.81M +$923K +10,688 +49%
CIC
399
Canal Insurance Company
South Carolina
$2.81M – – –
RCM
400
Regency Capital Management
Hawaii
$2.81M +$2.81M +32,503 New
14 15
16
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