Phillips 66
1,450 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, 619 increasing their positions, 408 reducing their positions, and 97 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 4 → 16 (+12)
287% more capital inflows, than outflows
Capital inflows: $3.64B | Capital outflows: $940M
113% more first-time investments, than exits
New positions opened: 207 | Existing positions closed: 97
77% more call options, than puts
Call options by funds: $466M | Put options by funds: $263M
52% more repeat investments, than reductions
Existing positions increased: 619 | Existing positions reduced: 408
7% more funds holding
Funds holding: 1,358 → 1,450 (+92)
0.48% more ownership
Funds ownership: 69.83% → 70.31% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$314M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$232M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$214M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$196M |
| 5 |
State Street
Boston,
Massachusetts
|
+$186M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$117M |
| 2 |
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$80.9M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$74.5M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$67.8M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$34.3M |
PSX Hedge Fund Activity: Q1 2022 in Review
1,450 of the 6,364 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2022, worth a combined $29.1B — up 31% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 207 funds opened new PSX positions and 97 closed out — a net gain of 110 holders — while 619 added to existing stakes and 408 trimmed.
The largest buyer was BlackRock, adding an estimated $314M. The largest seller was Barclays, cutting an estimated $117M.
- 1,450 institutional investors held Phillips 66 (PSX) as of Q1 2022, up from 1,358 in Q4 2021.
- Funds reported $29.1B of Phillips 66 stock for Q1 2022, up 31% quarter-over-quarter.
- 207 funds opened new Phillips 66 positions in Q1 2022 and 97 closed out, a net change of +110 holders.
- The largest Phillips 66 buyer in Q1 2022 was BlackRock, an estimated $314M added.
- The largest Phillips 66 seller in Q1 2022 was Barclays, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2022.