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Phillips 66
PSX

Overview Fund Activity

1,564 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 560 increasing their positions, 500 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,564
Holders Change
+154
Holders Change %
+10.92%
% of All Funds
25.23%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.34%
New
254
Increased
560
Reduced
500
Closed
75
Calls
$614M
Puts
$494M
Net Calls
+$120M
Net Calls Change
-$614K

Top Buyers

1
BlackRock
BlackRock
New York
$3.88B
2
Morgan Stanley
Morgan Stanley
New York
$725M
3
Holocene Advisors
Holocene Advisors
New York
$105M
4
First Trust Advisors
First Trust Advisors
Illinois
$200M
5
Invesco
Invesco
Georgia
$483M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$622M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$143M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.43M
4
Citadel Advisors
Citadel Advisors
Florida
$182M
5
Aristotle Capital Management
Aristotle Capital Management
California
$857M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Tennessee, Department of Treasury
251
State of Tennessee, Department of Treasury
Tennessee
$7.57M -$602K -5,787 -7%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$7.47M +$643K +6,181 +9%
FPCP
253
Fort Point Capital Partners
California
$7.45M – – –
USAA
254
United Services Automobile Association
Texas
$7.4M +$93.7K +900 +1%
WI
255
Wintrust Investments
Illinois
$7.38M -$2.99M -29,850 -29%
RPI
256
Railway Pension Investments
United Kingdom
$7.36M +$7.36M +70,700 New
MYIA
257
Mount Yale Investment Advisors
Colorado
$7.27M -$885K -8,500 -11%
OPCM
258
Osborne Partners Capital Management
California
$7.23M -$42K -404 -0.6%
UCFA
259
United Capital Financial Advisors
Texas
$7.23M +$881K +8,463 +14%
CGH
260
Crossmark Global Holdings
Texas
$7.16M -$1.14M -10,928 -14%
FRM
261
Foundation Resource Management
Arkansas
$7.08M +$14.5K +139 +0.2%
MOACM
262
Mutual of America Capital Management
New York
$7.03M +$96.4K +926 +1%
TPSF
263
Texas Permanent School Fund
Texas
$6.99M -$95.1K -914 -1%
DADC
264
D.A. Davidson & Co
Montana
$6.97M -$569K -5,466 -8%
ACG
265
Aventail Capital Group
New York
$6.77M +$6.77M +65,074 New
SFI
266
Susquehanna Fundamental Investments
Pennsylvania
$6.74M +$6.74M +64,797 New
TI
267
Trexquant Investment
Connecticut
$6.74M -$34.2M -328,150 -84%
RFM
268
Royal Fund Management
Florida
$6.66M +$96.7K +929 +1%
AUB
269
Atlantic Union Bankshares
Virginia
$6.66M -$484K -4,649 -7%
CPO
270
Cerity Partners OCIO
New York
$6.62M -$129K -1,236 -2%
Millennium Management
271
Millennium Management
New York
$6.55M +$4.24M +40,698 +183%
AAP
272
Aristotle Atlantic Partners
Florida
$6.51M -$3.46M -33,214 -35%
VVP
273
Venture Visionary Partners
Ohio
$6.49M +$617K +5,931 +11%
FAT
274
First American Trust
California
$6.42M +$122K +1,173 +2%
CWM
275
Congress Wealth Management
Massachusetts
$6.38M +$31.5K +303 +0.5%
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