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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 %
I
826
INVST
Indiana
$530K +$17.3K +193 +3%
CCA
827
Checchi Capital Advisers
California
$529K +$90.6K +1,049 +21%
DAC
828
Dividend Assets Capital
South Carolina
$529K +$341K +3,946 +181%
PTC
829
Private Trust Company
Ohio
$528K +$29K +336 +6%
ACG
830
Allen Capital Group
Nebraska
$526K -$52.8K -611 -9%
SKK
831
Shepherd Kaplan Krochuk
Massachusetts
$523K – – –
VCG
832
Vantage Consulting Group
Virginia
$522K -$136K -1,568 -21%
SA
833
Syntax Advisors
New York
$522K -$136K -1,568 -21%
HCA
834
Heck Capital Advisors
Wisconsin
$520K – – –
FLPIM
835
F.L. Putnam Investment Management
Massachusetts
$519K +$6.48K +75 +1%
WIA
836
Westbourne Investment Advisors
Maryland
$515K -$8.63K -100 -2%
MA
837
MCF Advisors
Kentucky
$514K +$514K +5,947 New
REMPR
838
Roof Eidam Maycock Peralta (REMP)
California
$511K – – –
CSPIA
839
Cary Street Partners Investment Advisory
Virginia
$511K +$122K +1,417 +32%
CA
840
Cullinan Associates
Kentucky
$510K -$15K -174 -3%
ATC
841
Argent Trust Co
Tennessee
$510K – – –
AMBIA
842
Allen Mooney & Barnes Investment Advisors
Georgia
$510K +$510K +5,902 New
PWPS
843
Pinnacle Wealth Planning Services
Ohio
$502K -$259 -3 -0.1%
SC
844
Savant Capital
Illinois
$501K +$5.79K +67 +1%
CT
845
Cambridge Trust
Massachusetts
$499K +$13.2K +153 +3%
CLOS
846
Compagnie Lombard Odier SCmA
Switzerland
$497K -$1.71M -19,796 -77%
ESB
847
Essex Savings Bank
Connecticut
$496K -$2.16K -25 -0.4%
MCM
848
Manchester Capital Management
Vermont
$496K +$24.6K +285 +5%
GIM
849
Groesbeck Investment Management
New Jersey
$496K +$496K +5,751 New
CWM
850
Cornerstone Wealth Management
Missouri
$493K -$22.3K -258 -4%
32 33
34
35 36