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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 %
ClearBridge Investments
651
ClearBridge Investments
New York
$937K -$55.2K -639 -6%
1CP
652
17 Capital Partners
Arizona
$934K – – –
FBC
653
Fairfield, Bush & Co
Connecticut
$928K -$13K -150 -1%
SWM
654
Stockman Wealth Management
Montana
$926K -$8.03M -92,908 -90%
AWE
655
Avidian Wealth Enterprises
Texas
$926K +$198K +2,292 +27%
FSC
656
Full Sail Capital
Oklahoma
$909K +$527K +6,100 +138%
CC
657
Cannell & Co
New York
$905K – – –
MIAN
658
Mariner Independent Advisor Network
Kansas
$897K -$91.8K -1,067 -9%
YIA
659
YHB Investment Advisors
Connecticut
$894K -$13.1K -152 -1%
RMC
660
Resources Management Corp
Connecticut
$891K +$27.6K +320 +3%
LIM
661
Longfellow Investment Management
Massachusetts
$883K – – –
SIMM
662
Stillwater Investment Management (Minnesota)
Minnesota
$869K +$8.38K +97 +1%
BFS
663
Bradley Foster & Sargent
Connecticut
$866K +$337K +3,897 +64%
AFM
664
Anson Funds Management
Texas
$864K +$864K +10,000 New
DP
665
Dearborn Partners
Illinois
$855K +$65.2K +755 +8%
FDCDDQ
666
Federation des caisses Desjardins du Quebec
Quebec, Canada
$854K +$39.1K +453 +5%
ATC
667
Adirondack Trust Company
New York
$845K +$111K +1,280 +15%
DHFB
668
Dixon Hubard Feinour & Brown
Virginia
$842K -$10.4K -120 -1%
VCWA
669
Vanguard Capital Wealth Advisors
Colorado
$842K +$403K +4,663 +92%
ACM
670
AlphaStar Capital Management
North Carolina
$841K +$841K +9,734 New
IRC
671
Investors Research Corp
Georgia
$840K – – –
SF
672
Summit Financial
New Jersey
$839K +$85.7K +992 +11%
EOCM
673
Energy Opportunities Capital Management
Texas
$838K +$17.7K +205 +2%
BS
674
Boenning & Scattergood
Pennsylvania
$836K +$170K +1,968 +26%
CT
675
Columbia Trust
Oregon
$827K +$196K +2,370 +31%
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