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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 %
IRF
751
IBM Retirement Fund
New York
$644K +$13.6K +157 +2%
XT
752
XTX Topco
Cayman Islands
$641K +$347K +4,017 +118%
MMPW
753
Mitchell McLeod Pugh & Williams
Alabama
$640K +$3.89K +45 +0.6%
RPCONE
754
Retirement Planning Company of New England
Rhode Island
$640K +$4.67K +54 +0.7%
GT
755
Glenview Trust
Kentucky
$637K – – –
First Manhattan
756
First Manhattan
New York
$637K +$2.33K +27 +0.4%
AMIM
757
Aull & Monroe Investment Management
Alabama
$637K +$25.9K +300 +4%
FTDI
758
First Trust Direct Indexing
Massachusetts
$637K +$120K +1,385 +23%
TWI
759
Thomas White International
Illinois
$631K – – –
BFA
760
BMS Financial Advisors
South Dakota
$631K +$11.4K +132 +2%
RG
761
Retirement Group
California
$630K +$52.3K +605 +9%
FIM
762
Freedom Investment Management
Connecticut
$628K +$628K +7,271 New
AP
763
Americana Partners
Texas
$627K +$116K +1,355 +23%
CIBC World Market
764
CIBC World Market
Ontario, Canada
$625K +$239K +2,766 +62%
S
765
Seeyond
France
$623K +$214K +2,483 +52%
NL
766
Navalign LLC
California
$622K +$33.6K +404 +6%
APA
767
American Portfolios Advisors
New York
$620K +$44.1K +511 +8%
BCM
768
Birmingham Capital Management
Alabama
$617K +$13.5K +156 +2%
AFIA
769
America First Investment Advisors
Nebraska
$612K – – –
IWA
770
Intercontinental Wealth Advisors
Texas
$610K -$147K -1,702 -19%
GT
771
Greenleaf Trust
Michigan
$608K -$39.1K -452 -6%
DWM
772
Drive Wealth Management
Utah
$607K -$76.8K -890 -11%
GWCM
773
Godshalk Welsh Capital Management
Pennsylvania
$607K – – –
CCMD
774
Cypress Capital Management (Delaware)
Delaware
$606K -$39.2K -454 -6%
CIA
775
Cladis Investment Advisory
Montana
$602K -$1.73K -20 -0.3%
29 30
31
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