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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 %
AWA
1501
Amplius Wealth Advisors
Pennsylvania
– – -727 Closed
CFCI
1502
Comprehensive Financial Consultants Institutional
Indiana
– – -642 Closed
IRAG
1503
Investment Research & Advisory Group
Georgia
– – -611 Closed
CYG
1504
Clean Yield Group
Vermont
– – -535 Closed
ONST
1505
Old North State Trust
North Carolina
– – -495 Closed
AWMS
1506
Advocacy Wealth Management Services
Georgia
– – -470 Closed
AIM
1507
AHL Investment Management
Florida
– – -332 Closed
TCWM
1508
Total Clarity Wealth Management
Illinois
– – -279 Closed
RIA
1509
Richwood Investment Advisors
Ohio
– – -250 Closed
WPWM
1510
Western Pacific Wealth Management
Illinois
– – -250 Closed
NIM
1511
NuWave Investment Management
New Jersey
– – -249 Closed
EPM
1512
Equitec Proprietary Markets
Illinois
– – -239 Closed
TC
1513
TAP Consulting
Missouri
– – -237 Closed
Bank Julius Baer & Co
1514
Bank Julius Baer & Co
Switzerland
– – -223 Closed
EBA
1515
Eagle Bay Advisors
New York
– – -220 Closed
CCMW
1516
Cypress Capital Management (Wyoming)
Wyoming
– – -200 Closed
FFG
1517
Ford Financial Group
California
– – -175 Closed
EDRH
1518
Edmond de Rothschild Holding
Switzerland
– – -143 Closed
EI
1519
Ellevest Inc
New York
– – -135 Closed
TC
1520
Truvestments Capital
Florida
– – -118 Closed
MFT
1521
Moisand Fitzgerald Tamayo
Florida
– – -100 Closed
CSWM
1522
Cassady Schiller Wealth Management
Ohio
– – -100 Closed
IAG
1523
Investmark Advisory Group
Connecticut
– – -100 Closed
CTB
1524
Country Trust Bank
Illinois
– – -100 Closed
AFS
1525
Annapolis Financial Services
Maryland
– – -80 Closed
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