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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 %
PCC
626
Park Circle Company
Maryland
$1.04M +$1.04M +12,000 New
H
627
HoyleCohen
California
$1.04M -$43.4K -502 -4%
SC
628
SouthState Corp
Florida
$1.03M +$4.92K +57 +0.5%
EWM
629
Evercore Wealth Management
New York
$1.03M -$112K -1,300 -10%
QI
630
Qtron Investments
Massachusetts
$1.02M +$1.02M +11,844 New
BTW
631
Boston Trust Walden
Massachusetts
$1.02M – – –
BFA
632
Bragg Financial Advisors
North Carolina
$1.02M +$42.8K +495 +4%
EF
633
Exeter Financial
Arizona
$1.01M +$13K +150 +1%
KNW
634
Kesler Norman & Wride
Utah
$991K -$3.98K -46 -0.4%
PCMK
635
Paragon Capital Management (Kansas)
Kansas
$989K +$10.7K +124 +1%
MWM
636
Marion Wealth Management
Pennsylvania
$987K -$25K -290 -2%
BSW
637
Buckingham Strategic Wealth
Missouri
$987K +$57.3K +663 +6%
SCM
638
Silvant Capital Management
Georgia
$983K -$27.1K -314 -3%
SYBT
639
Stock Yards Bank & Trust
Kentucky
$979K +$44.4K +514 +5%
IC
640
Inscription Capital
Texas
$968K -$54.9K -635 -5%
RIM
641
Redpoint Investment Management
Australia
$963K +$58.9K +682 +7%
PA
642
Parallel Advisors
California
$961K -$151K -1,728 -14%
PRC
643
Pearl River Capital
Michigan
$957K -$2.5M -28,920 -72%
CAI
644
Capital Advisors Inc
Oklahoma
$953K -$1.3K -15 -0.1%
WI
645
WBI Investments
New Jersey
$952K +$952K +11,025 New
HA
646
HYA Advisors
Missouri
$950K +$550K +6,369 +138%
AIM
647
Aquila Investment Management
New York
$950K +$950K +11,000 New
BCM
648
Bayesian Capital Management
New York
$950K +$950K +11,000 New
JWM
649
Jeppson Wealth Management
California
$947K -$9.49K -110 -1%
CL
650
COWA LLC
Oklahoma
$939K -$239K -2,768 -20%
24 25
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