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 %
FFWA
851
FRG Family Wealth Advisors
Washington
$493K +$8.65K +100 +2%
SC
852
Searle & Co
Connecticut
$490K – – –
DPIM
853
Duff & Phelps Investment Management
Illinois
$490K +$490K +5,675 New
MHR
854
Matthew Hamilton Rosenberg
$489K +$30.2K +350 +7%
FA
855
Faithward Advisors
Pennsylvania
$487K +$10K +116 +2%
SIM
856
Sandia Investment Management
Massachusetts
$484K +$484K +5,600 New
CAM
857
Campion Asset Management
Virginia
$483K -$1.38K -16 -0.3%
MC
858
Machina Capital
France
$478K -$104K -1,201 -18%
Lido Advisors
859
Lido Advisors
California
$477K -$130K -1,501 -21%
BA
860
Bivin & Associates
Oklahoma
$477K – – –
KA
861
Kovack Advisors
Florida
$477K +$126K +1,465 +36%
NICM
862
Neo Ivy Capital Management
New York
$476K +$222K +2,569 +87%
FSWA
863
Financial Synergies Wealth Advisors
Texas
$475K +$30.6K +354 +7%
HWAM
864
Hennion & Walsh Asset Management
New Jersey
$475K -$150K -1,740 -24%
WCG
865
Weaver Consulting Group
California
$475K – – –
OF
866
Outfitter Financial
Maine
$475K – – –
EC
867
Enhancing Capital
Pennsylvania
$475K – – –
WI
868
Wahed Invest
New York
$475K +$22.1K +256 +5%
RE
869
RBC Europe
United Kingdom
$475K +$107K +1,244 +29%
RIM
870
Regent Investment Management
Kentucky
$474K -$4.93K -57 -1%
Wolverine Trading
871
Wolverine Trading
Illinois
$473K -$3.38M -38,647 -88%
VA
872
Valmark Advisers
Ohio
$473K +$79.8K +923 +20%
AIA
873
Arrow Investment Advisors
Maryland
$472K +$472K +5,462 New
MWM
874
Mission Wealth Management
California
$470K -$22.8K -263 -5%
GPA
875
Garrison Point Advisors
California
$467K – – –
33 34
35
36 37