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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 %
EP
676
Eudaimonia Partners
Tennessee
$821K +$821K +9,500 New
MAM
677
Martingale Asset Management
Massachusetts
$819K +$819K +9,480 New
HIA
678
Harbor Investment Advisory
Maryland
$818K +$152K +1,759 +23%
VFA
679
Valeo Financial Advisors
Indiana
$817K +$38.9K +450 +5%
SSG
680
Summit Securities Group
New York
$816K +$319K +3,696 +64%
FNT
681
First National Trust
Pennsylvania
$808K +$18.1K +209 +2%
MHI
682
Miller Howard Investments
New York
$808K +$361K +4,175 +81%
VWA
683
V Wealth Advisors
Kansas
$805K -$32.8K -379 -4%
JCM
684
Jacobi Capital Management
Pennsylvania
$802K +$6.57K +76 +0.8%
EIP
685
Epoch Investment Partners
New York
$800K +$342K +3,962 +75%
IA
686
IndexIQ Advisors
New York
$799K +$2.42K +28 +0.3%
CFG
687
Citizens Financial Group
Rhode Island
$798K +$13.4K +155 +2%
WP
688
WealthSource Partners
California
$798K +$61.9K +717 +8%
MAM
689
Mystic Asset Management
Rhode Island
$797K +$44.5K +515 +6%
SCA
690
Snowden Capital Advisors
New York
$797K +$478K +5,534 +150%
PPW
691
Parcion Private Wealth
Washington
$796K -$9.26K -106 -1%
DFA
692
Delta Financial Advisors
Louisiana
$795K +$86 +1 +0%
RP
693
Rowlandmiller & Partners
Georgia
$791K +$8.64K +100 +1%
PIM
694
Penobscot Investment Management
Massachusetts
$784K -$16.4K -190 -2%
HTC
695
Haverford Trust Company
Pennsylvania
$781K -$80.9K -937 -9%
KS
696
Karpas Strategies
Connecticut
$769K – – –
BOH
697
Bank of Hawaii
Hawaii
$768K +$10.4K +120 +1%
FNBTCON
698
First National Bank & Trust Co of Newtown
Pennsylvania
$759K -$43.4K -502 -5%
HVIA
699
Hudson Valley Investment Advisors
New York
$757K -$151K -1,750 -17%
OSAM
700
O'Shaughnessy Asset Management
Connecticut
$754K +$315K +3,650 +72%
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