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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 %
SW
1026
SVB Wealth
Massachusetts
$298K +$50.5K +585 +20%
DILIC
1027
Dai-ichi Life Insurance Company
Japan
$297K – – –
WA
1028
WBH Advisory
Maryland
$296K -$56.9K -653 -16%
MIM
1029
MTM Investment Management
South Carolina
$296K -$43.1K -500 -13%
TWM
1030
Tolleson Wealth Management
Texas
$296K – – –
FMWA
1031
Forvis Mazars Wealth Advisors
Missouri
$296K +$44.3K +513 +18%
PA
1032
PFG Advisors
Arizona
$295K -$65.2K -755 -18%
PP
1033
PDS Planning
Ohio
$295K +$14.7K +170 +5%
WSTAM
1034
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$42.5K +469 +17%
RVPG
1035
Relative Value Partners Group
$294K +$346 +4 +0.1%
BA
1036
Ballew Advisors
Mississippi
$293K – – –
EGA
1037
E&G Advisors
Texas
$290K – – –
AIM
1038
Allen Investment Management
New York
$289K – – –
CT
1039
Chicago Trust
Illinois
$289K +$289K +3,351 New
JSL
1040
JT Stratford LLC
Georgia
$288K +$32.6K +377 +13%
FPAS
1041
Focus Partners Advisor Solutions
Missouri
$288K +$288K +3,331 New
GJIC
1042
Gamble Jones Investment Counsel
California
$287K -$12.5K -145 -4%
RIG
1043
Roosevelt Investment Group
New York
$287K +$287K +3,320 New
FWP
1044
FAS Wealth Partners
Kansas
$286K +$3.11K +36 +1%
KWM
1045
Kolinsky Wealth Management
New Jersey
$286K +$24.4K +283 +9%
GFP
1046
Gryphon Financial Partners
Ohio
$284K +$284K +3,284 New
TWM
1047
Thrive Wealth Management
Pennsylvania
$282K -$8.39K -97 -3%
BEC
1048
Blue Edge Capital
Virginia
$281K +$346 +4 +0.1%
DTC
1049
Davidson Trust Company
Washington
$280K -$11.8K -136 -4%
YMRC
1050
Yorktown Management & Research Company
Virginia
$279K -$19.4K -224 -6%
40 41
42
43 44