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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 %
CI
901
Conning Inc
Connecticut
$426K -$18.8K -218 -4%
S
902
SignatureFD
Georgia
$426K +$19.3K +223 +5%
EFS
903
Essex Financial Services
Connecticut
$426K +$426K +4,928 New
CCM
904
Coldstream Capital Management
Washington
$425K -$125K -1,444 -23%
TW
905
Transform Wealth
Colorado
$425K -$37.6K -435 -8%
AWM
906
Altium Wealth Management
New York
$425K -$24.3K -281 -5%
IVP
907
Intrinsic Value Partners
Arizona
$424K -$7.26K -84 -2%
ECM
908
Evergreen Capital Management
Washington
$422K +$24.3K +281 +6%
CGL
909
Clarius Group LLC
Washington
$421K – – –
JHCP
910
Jackson Hole Capital Partners
Oklahoma
$421K +$69.4K +804 +20%
MYAM
911
Meiji Yasuda Asset Management
Japan
$420K -$30.2K -350 -7%
FHA
912
Flagship Harbor Advisors
Massachusetts
$420K +$169K +1,956 +67%
BP
913
Ballentine Partners
Massachusetts
$420K +$420K +4,859 New
AIP
914
ARS Investment Partners
New York
$419K +$419K +4,850 New
CT
915
Coastline Trust
Rhode Island
$418K – – –
GG
916
Gofen & Glossberg
Illinois
$417K +$778 +9 +0.2%
AF
917
Aldebaran Financial
$416K – – –
PIM
918
Perpetual Investment Management
Australia
$415K +$1.81K +21 +0.4%
EH
919
Equitable Holdings
New York
$414K +$60.4K +700 +17%
MFS
920
Mirabella Financial Services
United Kingdom
$414K +$414K +4,794 New
RGC
921
Roberts, Glore & Co
Illinois
$411K -$92.3K -1,067 -18%
SAM
922
S.A. Mason
Michigan
$410K -$77.8K -900 -16%
SFI
923
Siemens Fonds Invest
Germany
$410K +$11.8K +136 +3%
OCM
924
Orleans Capital Management
Louisiana
$409K -$376K -4,355 -48%
TVAMP
925
Tennessee Valley Asset Management Partners
Tennessee
$409K -$16.3K -189 -4%
35 36
37
38 39