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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 %
CCM
1176
Chiron Capital Management
Florida
$202K +$202K +2,333 New
PWS
1177
Precision Wealth Strategies
Missouri
$202K +$202K +2,335 New
HWMG
1178
Hurlow Wealth Management Group
Indiana
$202K +$202K +2,335 New
BB
1179
Bell Bank
North Dakota
$202K +$202K +2,343 New
FNFDCM
1180
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$201K +$201K +2,325 New
PFGIA
1181
Patriot Financial Group Insurance Agency
Massachusetts
$200K -$2.42K -28 -1%
CAM
1182
Covenant Asset Management
New Jersey
$200K +$200K +2,310 New
GW
1183
GW & Wade
Massachusetts
$200K +$200K +2,315 New
HBW
1184
Hazlett, Burt & Watson
West Virginia
$198K +$198K +2,291 New
AIM
1185
Anchor Investment Management
South Carolina
$197K -$4.32K -50 -2%
WA
1186
Win Advisors
Florida
$192K +$192K +2,223 New
TFO
1187
Tarbox Family Office
California
$189K -$7.25K -84 -4%
PB
1188
Pinnacle Bancorp
Nebraska
$188K +$15.9K +185 +9%
SRC
1189
Shufro Rose & Co
New York
$186K +$186K +2,150 New
ETC
1190
Exchange Traded Concepts
Oklahoma
$182K +$97.1K +1,122 +114%
DCM
1191
Dupont Capital Management
Delaware
$177K -$71.8K -832 -29%
ZIG
1192
Zullo Investment Group
Pennsylvania
$177K +$10.9K +126 +7%
Jones Financial Companies
1193
Jones Financial Companies
Missouri
$176K +$8.1K +94 +5%
WA
1194
WestEnd Advisors
North Carolina
$172K -$217 -3 Closed
CAM
1195
Close Asset Management
United Kingdom
$171K – – –
BBHC
1196
Brown Brothers Harriman & Co
New York
$169K – – –
FRA
1197
Front Row Advisors
California
$168K -$5.19K -60 -3%
LWANC
1198
Laurel Wealth Advisors (North Carolina)
North Carolina
$166K – – –
WSCM
1199
Wellington Shields Capital Management
New York
$163K +$163K +1,892 New
BONH
1200
Bank of New Hampshire
New Hampshire
$157K +$157K +1,817 New
46 47
48
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