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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 %
PC
1101
Port Capital
Illinois
$241K -$6.73K -78 -3%
HWA
1102
HCR Wealth Advisors
California
$240K -$1.12K -13 -0.5%
CFA
1103
CWS Financial Advisors
Michigan
$240K +$240K +2,773 New
ACA
1104
Atlas Capital Advisors
Wyoming
$239K – – –
LIA
1105
LBMC Investment Advisors
Tennessee
$238K +$238K +2,752 New
SCA
1106
STALEY CAPITAL ADVISERS
Pennsylvania
$237K +$237K +2,740 New
IWA
1107
IVC Wealth Advisors
Pennsylvania
$236K +$236K +2,731 New
LWAC
1108
Laurel Wealth Advisors (California)
California
$235K -$56.8K -660 -19%
IP
1109
Investment Partners
Ohio
$235K +$235K +2,723 New
DWA
1110
Douglass Winthrop Advisors
New York
$235K +$235K +2,725 New
DCM
1111
Donaldson Capital Management
Indiana
$235K +$235K +2,725 New
ACA
1112
Aptus Capital Advisors
Alabama
$235K +$235K +2,725 New
LPIC
1113
LeJeune Puetz Investment Counsel
Michigan
$234K -$17.3K -200 -7%
FCCM
1114
First City Capital Management
Georgia
$234K – – –
WAP
1115
Wealthcare Advisory Partners
Pennsylvania
$232K +$232K +2,682 New
MMG
1116
Monetary Management Group
Missouri
$231K – – –
LC
1117
LCNB Corp
Ohio
$231K +$231K +2,671 New
FMTC
1118
Farmers & Merchants Trust Company
California
$230K -$14.2K -164 -6%
MOS
1119
MGO One Seven
Ohio
$230K +$230K +2,660 New
GCM
1120
Gables Capital Management
Florida
$229K – – –
SRG
1121
SBB Research Group
Illinois
$229K +$229K +2,646 New
CG
1122
CFO4Life Group
Texas
$226K +$226K +2,617 New
GLA
1123
Good Life Advisors
Pennsylvania
$226K +$226K +2,620 New
FFBTD
1124
First Financial Bank - Trust Division
Ohio
$225K -$105K -1,218 -32%
CA
1125
CoreCap Advisors
Michigan
$225K +$1.99K +23 +0.9%
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