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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 %
WT
876
Washington Trust
Rhode Island
$464K +$55.4K +641 +14%
HCP
877
Hexagon Capital Partners
Arkansas
$462K +$43.8K +508 +10%
BFPW
878
BOK Financial Private Wealth
Colorado
$460K +$115K +1,330 +33%
PP
879
Patron Partners
Texas
$459K -$76.3K -884 -14%
SF
880
Symphony Financial
Texas
$459K +$75.9K +914 +20%
MFW
881
Meristem Family Wealth
Minnesota
$458K -$33.9K -393 -7%
VBCG
882
Valley Brook Capital Group
Pennsylvania
$458K +$21.7K +251 +5%
TCOT
883
Trust Company of Toledo
Ohio
$454K -$4.5K -52 -1%
IFAM
884
Institutional & Family Asset Management
Colorado
$453K – – –
TWC
885
TD Waterhouse Canada
Ontario, Canada
$452K -$53.1K -614 -11%
WT
886
Whittier Trust
California
$450K +$25.6K +296 +6%
IAN
887
Integrated Advisors Network
Texas
$450K +$47.6K +551 +12%
BOPW
888
Brandywine Oak Private Wealth
Pennsylvania
$448K -$8.12K -94 -2%
VAM
889
Verity Asset Management
North Carolina
$447K +$99K +1,144 +28%
IPW
890
Inlet Private Wealth
Florida
$443K +$8.73K +101 +2%
AC
891
Allstate Corporation
Illinois
$441K -$19.9K -230 -4%
EWA
892
EP Wealth Advisors
California
$439K -$81.5K -942 -16%
HDIM
893
Hanson & Doremus Investment Management
Vermont
$439K -$10.1K -117 -2%
WTC
894
WhitTier Trust Company
Nevada
$439K – – –
VDI
895
Vaughan David Investments
Illinois
$435K -$47.9K -554 -10%
AFP
896
Ausdal Financial Partners
Iowa
$433K -$4.15K -48 -0.9%
JWCA
897
J.W. Coons Advisors
Ohio
$430K – – –
PA
898
Probity Advisors
Texas
$429K -$11.1K -128 -3%
PCS
899
Personal CFO Solutions
New Jersey
$428K +$33.4K +387 +8%
WCM
900
Weik Capital Management
Pennsylvania
$427K -$56.2K -650 -12%
34 35
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