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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 %
KCM
301
Kornitzer Capital Management
Kansas
$5.57M -$649K -6,235 -10%
SB
302
Simmons Bank
Arkansas
$5.54M -$22.8K -219 -0.4%
Brown Advisory
303
Brown Advisory
Maryland
$5.49M +$322K +3,095 +6%
FFIC
304
First Fiduciary Investment Counsel
Ohio
$5.44M -$27K -259 -0.5%
AI
305
Atria Investments
North Carolina
$5.28M +$199K +1,916 +4%
AAS
306
Avantax Advisory Services
Texas
$5.27M +$32.1K +308 +0.6%
AWS
307
Atria Wealth Solutions
New York
$5.25M +$1.59M +15,300 +44%
SIC
308
Salem Investment Counselors
North Carolina
$5.23M +$224K +2,150 +4%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$5.21M -$86.2K -981 -2%
RC
310
RBF Capital
California
$5.2M – – –
APF
311
Alaska Permanent Fund
Alaska
$5.2M +$535K +5,140 +11%
PCIA
312
Prime Capital Investment Advisors
Kansas
$5.13M +$1.06M +10,146 +26%
PRC
313
Pearl River Capital
Michigan
$5.1M +$1.1M +10,524 +27%
IIM
314
Intact Investment Management
Quebec, Canada
$5.1M -$1.68M -16,100 -25%
PAS
315
Park Avenue Securities
New York
$5.06M +$207K +1,987 +4%
UIM
316
USS Investment Management
United Kingdom
$4.99M +$4.04M +38,800 +426%
MHC
317
Meyer Handelman Company
New York
$4.98M -$83.3K -800 -2%
RIL
318
Rothschild Investment LLC
Illinois
$4.86M -$30.8K -296 -0.6%
MCP
319
Mirador Capital Partners
California
$4.84M -$50.7K -487 -1%
TCM
320
Telos Capital Management
California
$4.83M +$13.7K +132 +0.3%
HSA
321
HBK Sorce Advisory
Pennsylvania
$4.73M +$2.28M +21,926 +93%
SWA
322
Stratos Wealth Advisors
Ohio
$4.73M +$216K +2,080 +5%
AWM
323
AE Wealth Management
Kansas
$4.73M -$377K -3,619 -7%
SAM
324
Sompo Asset Management
Japan
$4.7M -$1.18M -11,360 -20%
BFG
325
Beacon Financial Group
Texas
$4.67M -$27.2K -261 -0.6%
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