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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 %
LBC
601
Lowe Brockenbrough & Co
Virginia
$1.12M -$13K -150 -1%
ATPW
602
Ashton Thomas Private Wealth
Arizona
$1.11M +$222K +2,573 +25%
BWAM
603
Boyd Watterson Asset Management
Ohio
$1.11M +$38.9K +450 +4%
SW
604
SteelPeak Wealth
California
$1.11M +$1.11M +12,813 New
PA
605
Procyon Advisors
Connecticut
$1.1M +$289K +3,347 +36%
WF
606
Welch & Forbes
Massachusetts
$1.1M – – –
DA
607
DCM Advisors
New York
$1.1M +$90.8K +1,051 +9%
FC
608
FORA Capital
Florida
$1.09M +$730K +8,349 +201%
DU
609
Delphia (USA)
Ontario, Canada
$1.09M +$1.09M +12,634 New
AAM
610
AR Asset Management
California
$1.09M – – –
MIM
611
Meixler Investment Management
Arizona
$1.09M -$444K -5,133 -29%
JWBC
612
John W. Bristol & Co
New York
$1.08M – – –
PCM
613
Prelude Capital Management
New York
$1.08M +$546K +6,317 +103%
HWM
614
HB Wealth Management
Georgia
$1.07M +$201K +2,331 +23%
SMC
615
Smith, Moore & Co
Missouri
$1.07M +$38.3K +443 +4%
PP
616
Palladium Partners
Virginia
$1.06M -$58.3K -675 -5%
BSB
617
Bangor Savings Bank
Maine
$1.06M -$37.4K -433 -3%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$1.05M +$3.28K +38 +0.3%
SPC
619
Sigma Planning Corp
Michigan
$1.05M +$32.4K +375 +3%
LNWWM
620
Laird Norton Wetherby Wealth Management
California
$1.05M +$134K +1,553 +15%
VPIM
621
Vanguard Personalized Indexing Management
California
$1.05M +$376K +4,358 +56%
TSS
622
Two Sigma Securities
New York
$1.05M +$1.05M +12,102 New
BP
623
BBR Partners
New York
$1.04M -$46.6K -540 -4%
CNBTD
624
Citizens National Bank Trust Department
Mississippi
$1.04M +$232K +2,678 +29%
PBC
625
Pavion Blue Capital
California
$1.04M +$24.8K +287 +2%
23 24
25
26 27