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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 %
SP
926
Successful Portfolios
Florida
$405K -$8.63K -100 -2%
MPI
927
Mairs & Power Inc
Minnesota
$404K -$94.7K -1,098 -19%
FCH
928
Freestone Capital Holdings
Washington
$403K -$8.64K -100 -2%
RP
929
Riverwater Partners
Wisconsin
$403K +$10.2K +118 +3%
BFM
930
Boothbay Fund Management
New York
$403K +$14.9K +173 +4%
MCM
931
Mill Capital Management
North Carolina
$401K – – –
CCM
932
Compton Capital Management
Rhode Island
$400K -$4.32K -50 -1%
JCIA
933
Jackson Creek Investment Advisors
Colorado
$400K +$111K +1,286 +38%
WCM
934
Whitener Capital Management
North Carolina
$398K +$259 +3 +0.1%
MIC
935
Means Investment Company
Maine
$394K +$345 +4 +0.1%
AWM
936
Avior Wealth Management
Nebraska
$394K +$4.66K +54 +1%
AF
937
Allworth Financial
California
$393K +$155K +1,796 +65%
ECM
938
Estabrook Capital Management
New York
$391K +$1.38K +16 +0.4%
WJWM
939
Williams Jones Wealth Management
New York
$390K +$390K +4,513 New
WA
940
WP Advisors
California
$388K -$20.2K -234 -5%
LWCFA
941
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$388K +$82.6K +955 +27%
SAM
942
Strategy Asset Managers
California
$386K +$386K +4,466 New
CS
943
Comerica Securities
Michigan
$384K -$134K -1,554 -26%
RBFC
944
Roman Butler Fullerton & Co
Missouri
$383K -$14.9K -172 -4%
WIC
945
Woodmont Investment Counsel
Tennessee
$381K +$381K +4,412 New
CGA
946
Crescent Grove Advisors
Illinois
$379K +$379K +4,382 New
APW
947
Austin Private Wealth
Texas
$377K – – –
FNBT
948
FineMark National Bank & Trust
Florida
$375K -$606 -7 -0.2%
WHG
949
Westwood Holdings Group
Texas
$374K -$204K -2,354 -35%
P
950
Pitcairn
Pennsylvania
$374K -$13.6K -158 -4%
36 37
38
39 40