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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 %
HAI
726
Hennessy Advisors Inc
California
$700K +$700K +8,100 New
BAM
727
Belpointe Asset Management
Nevada
$698K +$34.5K +400 +5%
DAM
728
Doheny Asset Management
California
$696K -$64.8K -750 -9%
CWS
729
Confluence Wealth Services
Pennsylvania
$695K -$531K -6,156 -43%
PBO
730
Peoples Bank (Ohio)
Ohio
$694K +$69.1K +800 +11%
CF
731
Centaurus Financial
California
$688K -$14.6K -169 -2%
TNA
732
True North Advisors
Texas
$685K +$38.9K +450 +6%
Fisher Asset Management
733
Fisher Asset Management
Washington
$682K +$177K +2,045 +35%
HFG
734
Heron Financial Group
New York
$678K -$17.3K -200 -2%
MPWT
735
MassMutual Private Wealth & Trust
Connecticut
$677K +$20K +232 +3%
WA
736
WealthTrust Axiom
Pennsylvania
$671K -$3.28K -38 -0.5%
BSA
737
Bull Street Advisors
Georgia
$670K – – –
CG
738
Colony Group
Massachusetts
$670K +$214K +2,473 +47%
TI
739
Tidal Investments
Wisconsin
$669K +$350K +4,053 +110%
BCV
740
Banque Cantonale Vaudoise
Switzerland
$665K – – –
ICM
741
Islay Capital Management
Texas
$663K -$104K -1,207 -14%
CAG
742
Csenge Advisory Group
Florida
$661K +$226K +2,619 +52%
FMTCOCP
743
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$660K +$12.1K +140 +2%
TFS
744
Thoroughbred Financial Services
Tennessee
$660K +$407K +4,713 +161%
IFWM
745
Institute for Wealth Management
Colorado
$656K – – –
TCA
746
Transcend Capital Advisors
New Jersey
$656K +$167K +1,929 +34%
ANTB
747
AMG National Trust Bank
Colorado
$655K – – –
CG
748
Caprock Group
Idaho
$653K +$293K +3,394 +82%
IGWM
749
ICA Group Wealth Management
Colorado
$653K +$653K +6,156 New
AT
750
American Trust
Kentucky
$652K -$74.6K -863 -10%
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