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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 %
FMAEN1
976
Fund Management at Engine No 1
California
$342K +$342K +3,960 New
PFP
977
Pinnacle Financial Partners
Tennessee
$341K -$86.6K -1,003 -20%
DGAM
978
Desjardins Global Asset Management
Quebec, Canada
$341K -$16.6K -192 -5%
MCC
979
Money Concepts Capital
Florida
$339K +$339K +3,927 New
WI
980
Wedgewood Investors
Pennsylvania
$337K – – –
MGIA
981
Moneta Group Investment Advisors
Missouri
$337K +$27K +313 +9%
NCM
982
Next Capital Management
New York
$337K +$337K +3,904 New
HI
983
Horizon Investments
North Carolina
$336K +$57.3K +663 +21%
FNBSF
984
First National Bank Sioux Falls
South Dakota
$334K – – –
BHB
985
Bank Hapoalim BM
Israel
$333K -$172K -1,991 -34%
MFA
986
Mayflower Financial Advisors
Massachusetts
$333K +$25.2K +292 +8%
TCOO
987
Trust Company of Oklahoma
Oklahoma
$333K – – –
FAIM
988
Financial Advocates Investment Management
Washington
$330K +$87.5K +1,014 +36%
GF
989
Goodman Financial
Texas
$329K – – –
MPAM
990
Murphy Pohlad Asset Management
Minnesota
$329K – – –
LWM
991
Loveless Wealth Management
Montana
$329K – – –
CIAS
992
Capital Investment Advisory Services
North Carolina
$329K +$89.5K +1,037 +37%
CA
993
Callahan Advisors
Texas
$328K +$75.4K +874 +30%
CIA
994
Capital Investment Advisors
Georgia
$327K +$8.03K +93 +3%
EWA
995
EverSource Wealth Advisors
Alabama
$326K +$63.8K +738 +24%
ARMC
996
American Research & Management Company
Massachusetts
$324K – – –
KIA
997
KCM Investment Advisors
California
$323K -$22.1K -256 -6%
CIM
998
Corbyn Investment Management
Maryland
$321K – – –
APP
999
Avantax Planning Partners
Iowa
$321K +$1.9K +22 +0.6%
IWM
1000
IHT Wealth Management
Illinois
$320K +$320K +3,705 New
38 39
40
41 42