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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 %
LHC
1076
Little House Capital
Massachusetts
$256K -$21.3K -247 -8%
ONB
1077
Old National Bancorp
Indiana
$256K -$12.2K -141 -5%
CCM
1078
Chilton Capital Management
Texas
$255K +$4.31K +50 +2%
SW
1079
Solidarity Wealth
Utah
$255K +$255K +2,845 New
DWT
1080
Dorsey & Whitney Trust
South Dakota
$253K -$1.65K -19 -0.6%
FBT
1081
First Bankers Trust
Kentucky
$253K – – –
QP
1082
Quilter Plc
United Kingdom
$253K – – –
CFGS
1083
Concourse Financial Group Securities
Alabama
$253K +$519 +6 +0.2%
SFS
1084
Stiles Financial Services
Minnesota
$252K -$19.8K -229 -7%
TCOV
1085
Trust Company of Vermont
Vermont
$252K -$19.4K -225 -7%
LC
1086
Lindbrook Capital
California
$252K +$2.25K +26 +0.9%
QCG
1087
Quadrant Capital Group
Ohio
$251K +$2.42K +28 +1%
AMC
1088
Asset Management Corp
Illinois
$250K -$240K -2,778 -49%
LCM
1089
Leisure Capital Management
California
$249K +$249K +2,882 New
SICM
1090
Sustainable Insight Capital Management
New York
$248K – – –
FCBT
1091
First Citizens Bank & Trust
North Carolina
$247K -$2.6K -30 -1%
CWA
1092
Canvas Wealth Advisors
Kansas
$247K +$247K +2,717 New
PL
1093
Plancorp LLC
Missouri
$245K +$3.72K +43 +2%
CC
1094
Cadinha & Co
Hawaii
$243K – – –
TW
1095
TrinityPoint Wealth
Connecticut
$243K +$173 +2 +0.1%
LWM
1096
Laidlaw Wealth Management
New York
$243K +$243K +2,809 New
SI
1097
SCP Investment
California
$242K -$242K -2,800 -50%
RPC
1098
Rossmore Private Capital
Connecticut
$242K – – –
AA
1099
Apriem Advisors
California
$242K +$242K +2,800 New
AF
1100
Advisornet Financial
Minnesota
$241K -$169K -1,960 -41%
42 43
44
45 46