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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 %
RC
1051
Roundview Capital
New Jersey
$279K +$36.6K +423 +15%
BMC
1052
Beaton Management Company
Massachusetts
$277K +$6.48K +75 +2%
MCA
1053
MSH Capital Advisors
Arizona
$276K -$34.6K -400 -11%
FMLI
1054
Fukoku Mutual Life Insurance
Japan
$276K – – –
VAS
1055
Vestmark Advisory Solutions
Massachusetts
$276K +$16.2K +188 +6%
TC
1056
Towle & Co
Colorado
$275K +$275K +3,180 New
AWA
1057
Alaska Wealth Advisors
Alaska
$274K -$102K -1,182 -27%
BAMF
1058
BI Asset Management Fondsmaeglerselskab
Denmark
$273K +$273K +3,159 New
IIM
1059
InTrack Investment Management
Vermont
$273K +$273K +3,161 New
CBT
1060
CoreFirst Bank & Trust
Kansas
$272K -$1.73K -20 -0.6%
BWM
1061
BNC Wealth Management
Oregon
$270K +$270K +3,127 New
WPP
1062
Whalerock Point Partners
Rhode Island
$269K – – –
RSWM
1063
Robertson Stephens Wealth Management
California
$268K +$268K +3,108 New
PK
1064
Pflug Koory
Nebraska
$267K +$4.32K +50 +2%
AWM
1065
Axxcess Wealth Management
California
$267K +$267K +3,091 New
KCM
1066
Kanawha Capital Management
Virginia
$266K – – –
MRCM
1067
M&R Capital Management
New Jersey
$266K +$10.8K +125 +4%
FNBOSM
1068
First National Bank of South Miami
Florida
$263K -$20.9K -241 -7%
WPA
1069
West Paces Advisors
Georgia
$261K +$4.75K +55 +2%
OPTFSNA
1070
Old Point Trust & Financial Services N A
Virginia
$261K – – –
OTL
1071
Oak Thistle LLC
New York
$260K -$148K -1,711 -36%
AIM
1072
Aigen Investment Management
New York
$260K +$260K +3,009 New
MWM
1073
Modera Wealth Management
New Jersey
$259K -$289K -3,352 -53%
CAL
1074
Capital Analysts LLC
Pennsylvania
$259K – – –
MIM
1075
Merrion Investment Management
New Jersey
$259K – – –
41 42
43
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