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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
+$322M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$238M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$220M
4
UBS Group
UBS Group
Switzerland
+$202M
5
State Street
State Street
Massachusetts
+$191M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$120M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$83.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$76.5M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$64.9M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$35.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
426
Metropolitan Life Insurance Company (MetLife)
New York
$2.49M -$1.83M -21,207 -42%
VWMG
427
Virginia Wealth Management Group
Virginia
$2.49M +$260K +3,183 +12%
CTC
428
Central Trust Company
Missouri
$2.48M +$48.1K +557 +2%
BMSSC
429
B. Metzler seel. Sohn & Co
Germany
$2.48M +$61.9K +717 +3%
CSIA
430
Carl Stuart Investment Advisor
Texas
$2.47M – – –
CWM
431
CIBC World Markets
New York
$2.46M -$12.6M -145,794 -84%
AHC
432
Adell Harriman & Carpenter
Texas
$2.45M +$1.9M +21,970 +343%
LA
433
LexAurum Advisors
Kansas
$2.45M +$2.45M +28,359 New
SAM
434
Silvercrest Asset Management
New York
$2.43M +$1.48M +17,105 +155%
YCM
435
Yaupon Capital Management
New York
$2.43M +$2.43M +28,171 New
OIA
436
OneDigital Investment Advisors
Kansas
$2.43M -$19.7K -228 -0.8%
CWP
437
CFM Wealth Partners
Texas
$2.4M +$941K +10,891 +65%
PWLP
438
Prio Wealth Limited Partnership
Massachusetts
$2.37M – – –
SG Americas Securities
439
SG Americas Securities
New York
$2.37M +$145K +1,673 +6%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$2.35M +$43.2K +500 +2%
UA
441
Unison Advisors
District of Columbia
$2.34M +$29.2K +338 +1%
ZCM
442
Ziegler Capital Management
Illinois
$2.32M -$22.5K -264 -1%
SCM
443
Shelton Capital Management
Colorado
$2.32M +$9.07K +105 +0.4%
JIC
444
Johnson Investment Counsel
Ohio
$2.31M -$18.8K -218 -0.8%
BO
445
BRR OpCo
Ohio
$2.29M -$144K -1,669 -6%
PCM
446
Poehling Capital Management
Wisconsin
$2.29M +$2.25K +26 +0.1%
WS
447
Wedbush Securities
California
$2.29M +$564K +6,526 +33%
PWP
448
Principle Wealth Partners
Connecticut
$2.28M – – –
TNBTD
449
Trustmark National Bank Trust Department
Mississippi
$2.28M -$62.6K -724 -3%
PSUF
450
People's United Financial
Connecticut
$2.26M -$320K -3,707 -12%
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