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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 %
BB
951
Busey Bank
Illinois
$373K -$12.7K -147 -3%
CPWA
952
Cerro Pacific Wealth Advisors
California
$373K +$7.18K +83 +2%
JCM
953
J2 Capital Management
Michigan
$372K +$12.8K +148 +4%
AIM
954
Acropolis Investment Management
Missouri
$368K +$35.3K +408 +11%
PPP
955
Private Portfolio Partners
New Jersey
$367K -$5.96K -69 -2%
WPW
956
Waldron Private Wealth
Pennsylvania
$366K +$35K +406 +11%
IWC
957
Integrated Wealth Concepts
Massachusetts
$364K +$364K +4,210 New
AWA
958
Aaron Wealth Advisors
Illinois
$364K +$364K +31,445 New
CPIG
959
Chicago Partners Investment Group
Illinois
$360K +$65.3K +684 +22%
NW
960
NewEdge Wealth
Pennsylvania
$358K +$83.3K +963 +30%
LCM
961
LVM Capital Management
Michigan
$356K – – –
SWM
962
Segment Wealth Management
Texas
$355K +$1.3K +15 +0.4%
Assenagon Asset Management
963
Assenagon Asset Management
Luxembourg
$355K +$19.8K +229 +6%
CCFCSB
964
Cape Cod Five Cents Savings Bank
Massachusetts
$354K -$77.9K -900 -18%
SS
965
Sunbelt Securities
Texas
$354K -$52.4K -599 -13%
YAL
966
Your Advocates Ltd
Texas
$352K -$116K -1,349 -25%
SBIA
967
Sheaff Brock Investment Advisors
Indiana
$352K +$70.6K +816 +25%
IF
968
Insight Folios
North Carolina
$351K +$26.9K +311 +8%
JGUA
969
John G. Ullman & Associates
New York
$348K +$1.73K +20 +0.5%
SAM
970
SignalPoint Asset Management
Missouri
$347K -$18.2K -211 -5%
AGP
971
Autumn Glory Partners
Texas
$346K – – –
CP
972
Cumberland Partners
Ontario, Canada
$346K +$346K +3,995 New
WIC
973
Wilkins Investment Counsel
Massachusetts
$345K -$93.5K -1,081 -21%
AAS
974
Ameritas Advisory Services
Nebraska
$345K +$58.4K +675 +20%
KTC
975
Kistler-Tiffany Companies
Pennsylvania
$344K +$322K +3,733 +1,470%
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