PSX icon

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 %
IC
776
IEQ Capital
California
$602K +$76.8K +889 +15%
MGP
777
Metis Global Partners
California
$602K +$272K +3,157 +83%
CCM
778
Covington Capital Management
California
$601K – – –
NFG
779
Nations Financial Group
Iowa
$600K +$277K +3,201 +86%
GI
780
GAMCO Investors
Connecticut
$597K -$82.1K -950 -12%
CC
781
Corsicana & Co
Texas
$594K +$40.6K +470 +7%
HH
782
Hilltop Holdings
Texas
$593K -$70.4K -815 -11%
LC
783
Lincoln Capital
Nebraska
$593K -$15.6K -180 -3%
BAM
784
Blueshift Asset Management
New Jersey
$591K -$2.23M -25,798 -79%
CCC
785
Chelsea Counsel Company
California
$588K – – –
VHAM
786
Van Hulzen Asset Management
California
$580K – – –
APWM
787
Atlas Private Wealth Management
New York
$579K +$66.3K +767 +13%
1SB
788
1ST Source Bank
Indiana
$579K +$77.3K +895 +15%
VT
789
Vise Technologies
New York
$575K -$161K -1,866 -22%
PGFC
790
Peapack-Gladstone Financial Corp
New Jersey
$575K -$68.1K -788 -11%
SLWA
791
San Luis Wealth Advisors
California
$575K +$575K +7,937 New
OTPPB
792
Ontario Teachers' Pension Plan Board
Ontario, Canada
$572K -$562K -6,507 -50%
WA
793
Wealth Alliance
New York
$571K +$16.3K +189 +3%
FFM
794
Forum Financial Management
Illinois
$571K +$20.4K +237 +4%
RA
795
RFG Advisory
Alabama
$571K +$44.4K +514 +8%
HT
796
HighTower Trust
Texas
$571K +$571K +6,606 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
797
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$570K +$433K +5,012 +316%
SSB
798
Sandy Spring Bank
Maryland
$569K +$10.6K +123 +2%
SWM
799
Spire Wealth Management
Virginia
$568K -$376K -4,351 -40%
EWM
800
Empirical Wealth Management
Washington
$568K +$70.7K +819 +14%
30 31
32
33 34