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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 %
DACS
501
Dymon Asia Capital (Singapore)
Singapore
$1.75M -$1.05M -12,129 -37%
ST
502
Somerset Trust
Pennsylvania
$1.75M +$13.2K +153 +0.8%
DJYG
503
David J. Yvars Group
Florida
$1.74M +$1.74M +20,147 New
AT
504
Arvest Trust
Oklahoma
$1.73M +$272K +3,149 +19%
CAM
505
Carret Asset Management
New York
$1.7M -$23.2K -268 -1%
JF
506
Jump Financial
Illinois
$1.7M -$2.94M -34,017 -63%
GIM
507
Greylin Investment Management
Virginia
$1.67M -$61K -706 -4%
AWA
508
Arkadios Wealth Advisors
Georgia
$1.67M +$677K +7,841 +68%
VanEck Associates
509
VanEck Associates
New York
$1.65M -$339K -3,919 -17%
KWS
510
Keystone Wealth Services
California
$1.65M +$1.65M +19,113 New
SC
511
Shay Capital
New York
$1.65M +$1.65M +19,068 New
CCIA
512
Campbell & Co Investment Adviser
Maryland
$1.63M +$1.63M +18,827 New
CL
513
CSS LLC
Illinois
$1.62M +$1.62M +18,712 New
BBVA
514
Banco Bilbao Vizcaya Argentaria
Spain
$1.61M -$152K -1,732 -9%
IWP
515
Icon Wealth Partners
Texas
$1.6M +$33.9K +392 +2%
Luther King Capital Management (LKCM)
516
Luther King Capital Management (LKCM)
Texas
$1.59M +$983K +11,379 +162%
CA
517
Cetera Advisors
Colorado
$1.59M +$204K +2,362 +15%
CSIC
518
Clifford Swan Investment Counsel
California
$1.58M -$259 -3 -0%
NSEDCP
519
NJ State Employees Deferred Compensation Plan
New Jersey
$1.58M – – –
BC
520
Burney Company
Virginia
$1.58M -$1.04M -12,002 -40%
CFMC
521
Curbstone Financial Management Corp
New Hampshire
$1.58M – – –
BC
522
Bartlett & Co
Ohio
$1.57M +$399K +4,614 +34%
BCWM
523
Bartlett & Co Wealth Management
Ohio
$1.57M +$399K +4,614 +34%
GWSG
524
GPS Wealth Strategies Group
Colorado
$1.57M +$1.54M +17,864 +7,146%
AAM
525
Auxier Asset Management
Oregon
$1.56M -$25.9K -300 -2%
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