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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 %
GAM
451
Garrison Asset Management
Arkansas
$2.24M +$3.02K +35 +0.1%
GAB
452
German American Bancorp
Indiana
$2.22M +$15.8K +183 +0.7%
MWM
453
Mattern Wealth Management
Kansas
$2.21M +$554K +6,412 +34%
RFC
454
Regions Financial Corp
Alabama
$2.2M -$219K -2,532 -9%
EWA
455
Exencial Wealth Advisors
Oklahoma
$2.2M -$96.8K -1,121 -4%
SFG
456
SevenBridge Financial Group
Pennsylvania
$2.19M -$192K -2,228 -8%
PP
457
Prudential plc
United Kingdom
$2.19M +$1.27M +14,659 +137%
TC
458
Taika Capital
Florida
$2.17M +$2.17M +25,100 New
GIA
459
Gladstone Institutional Advisory
Florida
$2.16M -$797K -9,221 -27%
FWCM
460
Ferguson Wellman Capital Management
Oregon
$2.15M +$9.33K +108 +0.4%
SCM
461
Stevens Capital Management
Pennsylvania
$2.13M +$883K +10,223 +71%
MAM
462
Myriad Asset Management
Hong Kong
$2.13M +$2.13M +24,600 New
OKSA
463
O'Keefe Stevens Advisory
New York
$2.11M -$12.9K -149 -0.6%
ACM
464
Argyle Capital Management
Pennsylvania
$2.1M -$83.5K -966 -4%
CIC
465
Carnegie Investment Counsel
Ohio
$2.08M +$30.2K +350 +1%
RWA
466
River Wealth Advisors
Pennsylvania
$2.08M +$29.5K +342 +1%
KPWS
467
Kestra Private Wealth Services
Texas
$2.07M +$617K +7,143 +42%
PWM
468
Pinnacle Wealth Management
California
$2.07M -$310K -3,586 -13%
CCS
469
Concentric Capital Strategies
Connecticut
$2.03M +$2.03M +23,500 New
Federated Hermes
470
Federated Hermes
Pennsylvania
$2.03M -$2.64M -30,597 -57%
CAM
471
Cresset Asset Management
Illinois
$2.03M +$1.52M +17,617 +301%
CFB
472
Cullen/Frost Bankers
Texas
$2.01M -$68.3K -791 -3%
SO
473
STRS Ohio
Ohio
$2.01M -$86K -996 -4%
TPCW
474
TD Private Client Wealth
New York
$2M +$517K +5,979 +35%
SGCA
475
Steel Grove Capital Advisors
Tennessee
$1.98M +$35.2K +407 +2%
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