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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 %
DAS
551
Dynamic Advisor Solutions
Arizona
$1.43M -$23.2K -268 -2%
TC
552
Telemus Capital
Michigan
$1.43M -$8.03K -93 -0.6%
VIA
553
Vident Investment Advisory
Georgia
$1.43M +$1.12M +12,931 +362%
ISL
554
Ingalls & Snyder LLC
New York
$1.42M -$121K -1,400 -8%
CCA
555
Cobblestone Capital Advisors
New York
$1.42M +$7.77K +90 +0.6%
EHC
556
Everett Harris & Co
California
$1.41M +$7.77K +90 +0.6%
SF
557
Synovus Financial
Georgia
$1.41M +$68.1K +788 +5%
DY
558
Dowling & Yahnke
California
$1.39M -$96.9K -1,122 -7%
B
559
Bailard
California
$1.39M +$21.7K +251 +2%
PFS
560
Prospera Financial Services
Texas
$1.35M +$676K +7,819 +100%
TBA
561
Tower Bridge Advisors
Pennsylvania
$1.35M -$40.3K -467 -3%
WWM
562
Western Wealth Management
Colorado
$1.33M +$1M +11,580 +300%
AIA
563
Armor Investment Advisors
North Carolina
$1.33M +$11.8K +136 +0.9%
FWM
564
Frontier Wealth Management
Missouri
$1.33M +$12.8K +156 +1%
LNWTC
565
Laird Norton Wetherby Trust Company
Washington
$1.32M -$7.25K -84 -0.5%
TF
566
TIAA FSB
Florida
$1.31M -$200K -2,312 -13%
BNP Paribas Asset Management
567
BNP Paribas Asset Management
France
$1.31M -$533K -6,166 -29%
CB
568
Community Bank
New York
$1.3M +$150K +1,736 +13%
TMAM
569
Tokio Marine Asset Management
Japan
$1.3M +$67.6K +782 +5%
SWP
570
Strategic Wealth Partners
Ohio
$1.3M +$156K +1,811 +14%
MPPW
571
Mitchell & Pahl Private Wealth
Oklahoma
$1.3M +$186K +2,151 +17%
HIM
572
Harbour Investment Management
Washington
$1.29M -$53.3K -617 -4%
FT
573
Fiduciary Trust
Massachusetts
$1.28M +$324K +3,752 +34%
MCIA
574
Mountain Capital Investment Advisors
Colorado
$1.27M +$100K +1,215 +9%
CCG
575
Cypress Capital Group
Florida
$1.27M +$82.9K +960 +7%
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