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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 %
SI
576
Stephens Inc
Arkansas
$1.26M +$248K +2,870 +24%
NAMA
577
Nikko Asset Management Americas
New York
$1.26M -$95.6K -1,112 -7%
WAAG
578
Wealth Alliance Advisory Group
Kansas
$1.26M +$86.5K +1,001 +7%
GWM
579
Guardian Wealth Management
Illinois
$1.26M +$49.8K +577 +4%
MC
580
Moors & Cabot
Massachusetts
$1.26M +$99.6K +1,153 +9%
SA
581
Strategic Advisors
New York
$1.24M -$13K -151 -1%
Verition Fund Management
582
Verition Fund Management
Connecticut
$1.24M +$159K +1,844 +15%
FMC
583
First Merchants Corp
Indiana
$1.23M +$38.9K +450 +3%
Carson Wealth (CWM LLC)
584
Carson Wealth (CWM LLC)
Nebraska
$1.22M -$129K -1,492 -10%
CWM
585
Connecticut Wealth Management
Connecticut
$1.21M – – –
HW
586
Hancock Whitney
Mississippi
$1.21M -$1.12K -13 -0.1%
LCM
587
Logan Capital Management
Pennsylvania
$1.2M – – –
GF
588
Gries Financial
Ohio
$1.2M +$388K +4,495 +48%
KRSITF
589
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.19M +$178K +2,064 +18%
LDB
590
Lee, Danner & Bass
Tennessee
$1.19M +$11.8K +137 +1%
Credit Agricole
591
Credit Agricole
France
$1.19M -$2.58M -29,869 -68%
MG
592
Mather Group
Illinois
$1.18M +$42K +486 +4%
GVAG
593
Great Valley Advisor Group
Delaware
$1.17M +$287K +3,328 +32%
TI
594
Trexquant Investment
Connecticut
$1.16M -$7.6M -88,044 -87%
AWM
595
Apollon Wealth Management
South Carolina
$1.16M -$30.1K -349 -3%
FHB
596
First Hawaiian Bank
Hawaii
$1.16M -$16.9K -196 -1%
DT
597
Diversified Trust
Tennessee
$1.16M +$418K +4,841 +57%
BRWA
598
B. Riley Wealth Advisors
Florida
$1.14M +$97K +1,122 +9%
FIM
599
Fruth Investment Management
Texas
$1.13M +$51.8K +600 +5%
BIA
600
Barry Investment Advisors
Massachusetts
$1.13M +$61.5K +712 +6%
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