Phillips 66
1,444 hedge funds and large institutions have $28.2B invested in Phillips 66 in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 595 increasing their positions, 465 reducing their positions, and 117 closing their positions.
32% more call options, than puts
Call options by funds: $501M | Put options by funds: $379M
28% more repeat investments, than reductions
Existing positions increased: 595 | Existing positions reduced: 465
1.46% more ownership
Funds ownership: 70.31% → 71.78% (+1.5%)
9% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 117
0% less funds holding
Funds holding: 1,451 → 1,444 (-7)
3% less capital invested
Capital invested by funds: $29.1B → $28.2B (-$951M)
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$346M |
| 2 |
BlackRock
New York
|
+$252M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$151M |
| 4 |
Morgan Stanley
New York
|
+$141M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$222M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$121M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$118M |
| 4 |
Two Sigma Investments
New York
|
-$104M |
| 5 |
Barclays
London,
United Kingdom
|
-$68.7M |
PSX Hedge Fund Activity: Q2 2022 in Review
1,444 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2022, worth a combined $28.2B — down 3.3% from $29.1B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new PSX positions and 117 closed out — a net gain of 11 holders — while 595 added to existing stakes and 465 trimmed.
The largest buyer was Vanguard Group, adding an estimated $346M. The largest seller was Millennium Management, cutting an estimated $222M.
- 1,444 institutional investors held Phillips 66 (PSX) as of Q2 2022, down from 1,451 in Q1 2022.
- Funds reported $28.2B of Phillips 66 stock for Q2 2022, down 3.3% quarter-over-quarter.
- 128 funds opened new Phillips 66 positions in Q2 2022 and 117 closed out, a net change of +11 holders.
- The largest Phillips 66 buyer in Q2 2022 was Vanguard Group, an estimated $346M added.
- The largest Phillips 66 seller in Q2 2022 was Millennium Management, an estimated $222M sold.
Based on aggregated 13F filings for Q2 2022.