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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 %
RB
326
Rodgers Brothers
Pennsylvania
$4.66M -$1.92M -18,405 -29%
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$4.66M -$88.6K -851 -2%
SC
328
Stolper & Co
Oklahoma
$4.66M +$286K +2,752 +7%
AA
329
Ancora Advisors
Ohio
$4.64M +$33.6K +323 +0.7%
WBC
330
Westpac Banking Corp
Australia
$4.63M -$468K -4,495 -9%
HNB
331
Huntington National Bank
Ohio
$4.61M -$49.4K -475 -1%
SC
332
Scotia Capital
Ontario, Canada
$4.56M +$131K +1,259 +3%
PP
333
Prudential plc
United Kingdom
$4.5M +$1.74M +16,683 +63%
UB
334
UMB Bank
Missouri
$4.47M -$113K -1,088 -2%
BCIM
335
British Columbia Investment Management
British Columbia, Canada
$4.44M -$527K -5,063 -11%
MAM
336
Meeder Asset Management
Ohio
$4.41M +$1.77M +17,005 +67%
CSPAM
337
Cary Street Partners Asset Management
Virginia
$4.41M -$1.2M -11,500 -21%
SIA
338
Sovereign Investment Advisors
Arizona
$4.38M – – –
LFAS
339
Level Four Advisory Services
Texas
$4.36M -$132K -1,272 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
340
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.36M -$427K -4,100 -9%
CTA
341
Colonial Trust Advisors
South Carolina
$4.35M +$112K +1,078 +3%
TYCC
342
Texas Yale Capital Corp
Florida
$4.33M – – –
BCM
343
Bridgeway Capital Management
Texas
$4.27M +$4.27M +40,993 New
HPC
344
HM Payson & Co
Maine
$4.25M -$150K -1,441 -3%
NC
345
NewSquare Capital
Pennsylvania
$4.21M +$290K +2,790 +7%
National Bank of Canada
346
National Bank of Canada
Quebec, Canada
$4.2M +$2.52M +24,221 +150%
Luther King Capital Management (LKCM)
347
Luther King Capital Management (LKCM)
Texas
$4.16M +$46K +442 +1%
FNBOMD
348
First National Bank of Mount Dora
Florida
$4.16M -$141K -1,357 -3%
KNW
349
Kesler Norman & Wride
Utah
$4.13M +$2.93M +28,107 +242%
CCG
350
Chatham Capital Group
Georgia
$4.1M -$46.8K -450 -1%
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