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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 %
OC
351
Oppenheimer & Co
New York
$4.09M +$375K +3,603 +10%
Cetera Investment Advisers
352
Cetera Investment Advisers
Illinois
$4.09M +$2.24M +21,507 +121%
Mackenzie Financial
353
Mackenzie Financial
Ontario, Canada
$4.08M -$2.28M -21,951 -36%
AIP
354
Ameritas Investment Partners
Nebraska
$4.07M -$12.4K -119 -0.3%
CCM
355
Coldstream Capital Management
Washington
$4.06M +$4.06M +39,051 New
LIM
356
Leavell Investment Management
Alabama
$4.04M +$315K +3,023 +8%
SAM
357
Securian Asset Management
Minnesota
$4.04M -$23.5K -226 -0.6%
SCP
358
Shorepoint Capital Partners
Massachusetts
$4.01M +$30.2K +290 +0.8%
FAB
359
First American Bank
Illinois
$3.98M +$27.7K +266 +0.7%
FNBOO
360
First National Bank of Omaha
Nebraska
$3.94M -$233K -2,241 -6%
KRS
361
Kentucky Retirement Systems
Kentucky
$3.94M +$17.2K +165 +0.4%
SGA
362
Strategic Global Advisors
California
$3.93M -$289K -2,780 -7%
AOWM
363
Alpha Omega Wealth Management
Virginia
$3.91M -$79.4K -763 -2%
ACM
364
Altrius Capital Management
North Carolina
$3.89M -$129K -1,236 -3%
EMPI
365
Elo Mutual Pension Insurance
Finland
$3.88M +$115K +1,101 +3%
Daiwa Securities Group
366
Daiwa Securities Group
Japan
$3.87M +$237K +2,273 +7%
SMDAM
367
Sumitomo Mitsui DS Asset Management
Japan
$3.86M -$807K -7,755 -17%
MSRPS
368
Maryland State Retirement & Pension System
Maryland
$3.86M +$3.86M +37,049 New
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$3.83M -$2.64M -25,396 -41%
AWS
370
Arkfeld Wealth Strategies
Nebraska
$3.82M -$239K -2,356 -6%
PMAM
371
Picton Mahoney Asset Management
Ontario, Canada
$3.81M +$121K +1,167 +3%
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$3.8M – – –
Jane Street
373
Jane Street
New York
$3.8M -$1.04M -9,961 -21%
FC
374
FORA Capital
Florida
$3.79M +$3.79M +36,444 New
ACM
375
Alta Capital Management
Utah
$3.73M -$542K -5,210 -13%
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