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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
+$208M
2
Morgan Stanley
Morgan Stanley
New York
+$101M
3
Holocene Advisors
Holocene Advisors
New York
+$98.3M
4
First Trust Advisors
First Trust Advisors
Illinois
+$93.8M
5
Invesco
Invesco
Georgia
+$85.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$200M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$180M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$84.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$73.3M
5
Aristotle Capital Management
Aristotle Capital Management
California
-$59.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
276
Montgomery Investment Management
Maryland
$6.38M – – –
RIA
277
RPG Investment Advisory
California
$6.35M -$1.15M -11,023 -15%
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$6.3M -$5.78M -55,575 -48%
BCMO
279
Buckingham Capital Management (Ohio)
Ohio
$6.26M +$121K +1,160 +2%
BNP Paribas Asset Management
280
BNP Paribas Asset Management
France
$6.23M +$2.72M +26,130 +78%
AIMC
281
Alley Investment Management Company
Illinois
$6.2M -$4.16K -40 -0.1%
WB
282
WesBanco Bank
West Virginia
$6.13M +$260K +2,495 +4%
CSS
283
Cubist Systematic Strategies
Connecticut
$6.07M -$552K -5,308 -8%
GWM
284
Geneos Wealth Management
Colorado
$6.01M +$1.33M +12,788 +28%
MLM
285
Mount Lucas Management
Pennsylvania
$5.98M +$3.06M +29,440 +105%
CAN
286
Cetera Advisor Networks
California
$5.97M +$1.44M +13,813 +32%
NAM
287
Nissay Asset Management
Japan
$5.96M +$96.3K +925 +2%
Fidelity International
288
Fidelity International
Bermuda
$5.95M +$1.45M +13,911 +32%
BFG
289
Berger Financial Group
Minnesota
$5.92M +$40.2K +386 +0.7%
CCG
290
Cypress Capital Group
Florida
$5.88M +$1.17M +11,262 +25%
ECM
291
ExodusPoint Capital Management
New York
$5.87M +$5.87M +56,413 New
ASN
292
Advisory Services Network
Georgia
$5.79M +$1.04M +9,983 +22%
Cerity Partners
293
Cerity Partners
New York
$5.79M +$240K +2,309 +4%
CNB
294
Czech National Bank
Czech Republic
$5.76M -$58.5K -562 -1%
Wealthfront Advisers
295
Wealthfront Advisers
California
$5.72M -$19K -183 -0.3%
CCB
296
Country Club Bank
Missouri
$5.7M +$54.6K +525 +1%
CB
297
Commerce Bank
Missouri
$5.69M +$39.8K +382 +0.7%
NL
298
NKCFO LLC
Illinois
$5.67M – – –
TAM
299
Tocqueville Asset Management
New York
$5.66M -$333K -3,195 -6%
BKA
300
Brick & Kyle Associates
Pennsylvania
$5.59M -$68.1K -654 -1%
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