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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
$3.03B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$621M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.97B
4
UBS Group
UBS Group
Switzerland
$469M
5
State Street
State Street
Massachusetts
$2.75B

Top Sellers

1
Barclays
Barclays
United Kingdom
$264M
2
NSLI
Nan Shan Life Insurance
Taiwan
$13.7M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$7.28M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$215M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$603M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
1151
Allegheny Financial Group
Pennsylvania
$211K +$211K +2,440 New
BCA
1152
Bray Capital Advisors
Florida
$210K +$1.64K +19 +0.8%
CHA
1153
Carmichael Hill & Associates
Maryland
$210K +$81.4K +942 +63%
ACM
1154
Azimuth Capital Management
Michigan
$210K +$210K +2,429 New
BDWCC
1155
B&D White Capital Company
Texas
$210K +$210K +2,432 New
TTWM
1156
TCV Trust & Wealth Management
Virginia
$209K +$209K +2,414 New
SIA
1157
Soltis Investment Advisors
Utah
$209K +$209K +2,418 New
CCM
1158
Canal Capital Management
Virginia
$208K +$208K +2,403 New
CW
1159
CreativeOne Wealth
Kansas
$207K +$207K +2,393 New
RIA
1160
Realta Investment Advisors
Delaware
$207K +$207K +2,398 New
WC
1161
Whitney & Co
New York
$207K +$207K +2,400 New
IIM
1162
Ipswich Investment Management
Massachusetts
$207K +$207K +2,400 New
PE
1163
Point72 Europe
United Kingdom
$207K +$207K +2,400 New
NSAM
1164
North Star Asset Management
Wisconsin
$207K +$207K +2,401 New
BAM
1165
Barrett Asset Management
New York
$206K – – –
GI
1166
Gradient Investments
Minnesota
$206K +$34.9K +404 +20%
MFG
1167
Magnus Financial Group
New York
$206K +$206K +2,387 New
PCA
1168
Personal Capital Advisors
California
$206K +$206K +2,388 New
TWA
1169
TCI Wealth Advisors
Arizona
$205K +$50.6K +585 +33%
GG
1170
Greenwood Gearhart
Arkansas
$205K +$205K +2,370 New
SI
1171
Saxon Interests
Texas
$204K – – –
XSC
1172
X-Square Capital
Puerto Rico
$204K +$204K +2,357 New
AWM
1173
Angeles Wealth Management
California
$204K +$204K +2,358 New
MIP
1174
Marietta Investment Partners
Wisconsin
$204K +$204K +2,360 New
MA
1175
Montag & Associates
Georgia
$202K – – –
45 46
47
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