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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.

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
1
BlackRock
New York
$3.03B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$621M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.97B
4
UBS Group
4
UBS Group
Switzerland
$469M
5
State Street
5
State Street
Massachusetts
$2.75B

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$264M
2
NSLI
2
Nan Shan Life Insurance
Taiwan
$13.7M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$7.28M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$215M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$603M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
1301
Siena Capital
Ohio
$44K 505 +505 New
AIL
1302
AGF Investments LLC
Ontario, Canada
$43K 498 +6 +1%
PCG
1303
Private Capital Group
Connecticut
$42K 485 -10 -2%
LFG
1304
Larson Financial Group
Missouri
$41K 476 -54 -10%
POIA
1305
Pin Oak Investment Advisors
Texas
$41K 469 – –
PP
1306
PrairieView Partners
Minnesota
$41K 471 +13 +3%
FFWM
1307
Future Financial Wealth Management
Ohio
$40K 466 -46 -9%
AIM
1308
Achmea Investment Management
Netherlands
$40K 465 +465 New
AIC
1309
Archer Investment Corporation
Indiana
$39.5K 479 – –
TVWM
1310
Tower View Wealth Management
Wisconsin
$39K 450 -50 -10%
Kayne Anderson Rudnick Investment Management
1311
Kayne Anderson Rudnick Investment Management
California
$39K 450 – –
GGI
1312
Godsey & Gibb Inc
Virginia
$39K 450 – –
TCM
1313
Tradewinds Capital Management
Washington
$39K 457 +3 +0.7%
HWMA
1314
Heritage Wealth Management (Arizona)
Arizona
$39K 449 +449 New
DWMG
1315
DB Wealth Management Group
California
$38K 435 – –
OC
1316
Oakworth Capital
Alabama
$37K 426 -300 -41%
CWM
1317
Curi Wealth Management
North Carolina
$37K 432 +4 +0.9%
KFI
1318
Key Financial Inc
Pennsylvania
$36K 419 – –
SC
1319
Schubert & Co
Texas
$36K 418 +12 +3%
HFM
1320
Harvest Fund Management
China
$35K 415 – –
KFAA
1321
Klaas Financial Asset Advisors
Illinois
$34K 392 +4 +1%
EA
1322
Evolution Advisers
Virginia
$33K 393 – –
WAM
1323
Worth Asset Management
Texas
$32K 350 +350 New
NF
1324
Norwood Financial
Pennsylvania
$31K 360 -100 -22%
AWM
1325
Accel Wealth Management
Iowa
$31K 357 +200 +127%
51 52
53
54 55