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Phillips 66
PSX

Overview Fund Activity

1,410 hedge funds and large institutions have $27.2B invested in Phillips 66 in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 597 increasing their positions, 451 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,410
Holders Change
-25
Holders Change %
-1.74%
% of All Funds
24.38%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.29%
New
98
Increased
597
Reduced
451
Closed
103
Calls
$485M
Puts
$364M
Net Calls
+$121M
Net Calls Change
-$856K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$198M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$638M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.09B
4
MMA
Mizuho Markets Americas
New York
$43.5M
5
Squarepoint
Squarepoint
New York
$38.6M

Top Sellers

1
BlackRock
BlackRock
New York
$2.85B
2
Marshall Wace
Marshall Wace
United Kingdom
$33.7M
3
Renaissance Technologies
Renaissance Technologies
New York
$68.1M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
5
CHP
Castle Hook Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
II
226
IFM Investors
Australia
$6.63M +$79.3K +983 +1%
FF
227
FourThought Financial
Florida
$6.56M +$933K +11,556 +17%
PHAM
228
Pacific Heights Asset Management
California
$6.46M – – –
CGH
229
Crossmark Global Holdings
Texas
$6.44M +$2.96M +36,679 +85%
OIM
230
Opus Investment Management
Massachusetts
$6.43M – – –
State of Tennessee, Department of Treasury
231
State of Tennessee, Department of Treasury
Tennessee
$6.34M -$4.17M -51,616 -40%
GIBU
232
Gulf International Bank (UK)
United Kingdom
$6.33M – – –
MYIA
233
Mount Yale Investment Advisors
Colorado
$6.32M +$206K +2,554 +3%
NYLIM
234
New York Life Investment Management
New York
$6.27M -$50.2K -622 -0.8%
WSFS
235
Wilmington Savings Fund Society
Delaware
$6.21M +$186K +2,300 +3%
SFA
236
Sequoia Financial Advisors
Ohio
$6.21M +$944K +11,699 +18%
KPWS
237
Kestra Private Wealth Services
Texas
$6.21M +$657K +8,142 +12%
MIM
238
Marco Investment Management
Georgia
$6.16M +$163K +2,015 +3%
VWA
239
Visionary Wealth Advisors
Illinois
$5.92M +$314K +3,893 +6%
Federated Hermes
240
Federated Hermes
Pennsylvania
$5.9M +$2.92M +36,142 +98%
DIP
241
DT Investment Partners
Pennsylvania
$5.89M +$567K +7,028 +11%
DADC
242
D.A. Davidson & Co
Montana
$5.85M -$53.8K -667 -0.9%
RIA
243
RPG Investment Advisory
California
$5.81M +$39.1K +484 +0.7%
FPCP
244
Fort Point Capital Partners
California
$5.78M – – –
COPPSERS
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.68M -$977K -12,106 -15%
USAA
246
United Services Automobile Association
Texas
$5.67M – – –
OPCM
247
Osborne Partners Capital Management
California
$5.64M -$24.1K -298 -0.4%
AUB
248
Atlantic Union Bankshares
Virginia
$5.54M -$2.04M -25,325 -27%
Assenagon Asset Management
249
Assenagon Asset Management
Luxembourg
$5.52M +$5.07M +62,818 +1,136%
TPSF
250
Texas Permanent School Fund
Texas
$5.49M +$365K +4,520 +7%
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