PSX icon

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 %
PCM
526
Pinz Capital Management
New York
$1.56M -$2.55M -29,500 -62%
CBB
527
Citizens Business Bank
California
$1.55M – – –
IB
528
Intrust Bank
Kansas
$1.55M +$7.17K +83 +0.5%
Nomura Holdings
529
Nomura Holdings
Japan
$1.54M -$172K -2,001 -10%
CIP
530
Convergence Investment Partners
Florida
$1.54M +$1.54M +17,812 New
BL
531
Balentine LLC
Georgia
$1.54M +$309K +3,582 +25%
FIM
532
Fernwood Investment Management
Massachusetts
$1.54M -$121K -1,400 -7%
SIMG
533
Sonora Investment Management Group
Arizona
$1.54M -$8.04K -93 -0.5%
FCI
534
Financial Counselors Inc
Kansas
$1.53M -$16.3K -189 -1%
OPPTF
535
OPSEU Pension Plan Trust Fund
Ontario, Canada
$1.52M +$37.2K +428 +3%
CC
536
Corton Capital
Ontario, Canada
$1.52M +$1.52M +17,637 New
MWA
537
Moser Wealth Advisors
Washington
$1.51M -$7.77K -90 -0.5%
BRWM
538
B. Riley Wealth Management
Tennessee
$1.51M +$86 +1 +0%
PP
539
Patten & Patten
Tennessee
$1.49M -$120K -1,394 -7%
CBTWT
540
Community Bank & Trust (Waco, Texas)
Texas
$1.49M +$107K +1,242 +8%
HCM
541
Hodges Capital Management
Texas
$1.49M +$282K +3,264 +23%
AP
542
Advisor Partners
California
$1.47M -$5.01K -58 -0.3%
Cetera Investment Advisers
543
Cetera Investment Advisers
Illinois
$1.47M +$183K +2,117 +14%
National Bank of Canada
544
National Bank of Canada
Quebec, Canada
$1.46M +$926K +10,533 +174%
NCM
545
Northside Capital Management
Oregon
$1.46M – – –
LNC
546
Lincoln National Corp
Pennsylvania
$1.45M +$539K +6,236 +59%
TGAM
547
TBH Global Asset Management
Tennessee
$1.45M +$1.45M +16,746 New
MAM
548
Meeder Asset Management
Ohio
$1.44M +$1.44M +16,678 New
TA
549
Tiedemann Advisors
New York
$1.44M +$690K +8,001 +92%
BPM
550
Bowling Portfolio Management
Ohio
$1.44M -$43.2K -500 -3%
20 21
22
23 24