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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 %
FM
1001
Foster & Motley
Ohio
$318K -$48.1K -557 -13%
SIM
1002
Sentry Investment Management
Wisconsin
$318K -$18.5K -214 -5%
WG
1003
Welch Group
Alabama
$317K +$29.6K +343 +10%
BHWM
1004
Beaird Harris Wealth Management
Texas
$316K – – –
IAMOG
1005
Investors Asset Management of Georgia
Georgia
$315K – – –
JE
1006
JMAC Enterprises
Pennsylvania
$314K – – –
Fuller & Thaler Asset Management
1007
Fuller & Thaler Asset Management
California
$312K -$112K -1,300 -26%
TCM
1008
Tributary Capital Management
Nebraska
$311K -$17.3K -200 -5%
Dodge & Cox
1009
Dodge & Cox
California
$311K – – –
HC
1010
HNP Capital
New York
$310K -$16.2K -188 -5%
VRM
1011
Vectors Research Management
New York
$310K -$16.2K -188 -5%
JIC
1012
Joel Isaacson & Co
New York
$310K -$11.8K -136 -4%
FMB
1013
Field & Main Bank
Kentucky
$309K +$2.16K +25 +0.7%
EM
1014
Excalibur Management
Massachusetts
$307K -$174K -2,014 -36%
GIA
1015
GHP Investment Advisors
Colorado
$306K – – –
HA
1016
Harbor Advisors
Florida
$306K – – –
PPW
1017
Pinnacle Private Wealth
Massachusetts
$306K +$306K +3,541 New
AIP
1018
Ahrens Investment Partners
Louisiana
$304K +$36.7K +425 +14%
SIG
1019
Spinnaker Investment Group
California
$303K – – –
AWA
1020
Arete Wealth Advisors
Illinois
$303K +$31.2K +361 +11%
AIM
1021
Athena Investment Management
California
$300K +$300K +3,523 New
IA
1022
IFG Advisory
Georgia
$299K -$21K -243 -7%
ST
1023
Spinnaker Trust
Maine
$299K -$10.6K -123 -3%
OPS
1024
Orion Portfolio Solutions
Nebraska
$298K -$33.6K -389 -10%
MM
1025
MQS Management
New York
$298K +$23.1K +267 +8%
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