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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 %
MCP
376
Martin Capital Partners
Oregon
$3.73M +$271K +2,607 +8%
DWM
377
Dakota Wealth Management
Florida
$3.72M -$14.8K -142 -0.4%
NA
378
NewEdge Advisors
Louisiana
$3.69M +$1.33M +25,449 +56%
PA
379
Pinnacle Associates
New York
$3.67M +$25.2K +242 +0.7%
SAM
380
Soviero Asset Management
New York
$3.64M +$3.64M +35,000 New
GIA
381
Gateway Investment Advisers
Ohio
$3.64M +$129K +1,235 +4%
KWM
382
Kingsview Wealth Management
Oregon
$3.6M -$78.5K -754 -2%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$3.59M +$110K +1,058 +3%
BRWA
384
B. Riley Wealth Advisors
Florida
$3.58M +$277K +2,663 +8%
DZ Bank
385
DZ Bank
Germany
$3.58M +$184K +1,769 +5%
BFW
386
Brady Family Wealth
Missouri
$3.54M +$3.54M +34,023 New
VFM
387
Viking Fund Management
North Dakota
$3.54M -$937K -9,000 -21%
VWMG
388
Virginia Wealth Management Group
Virginia
$3.52M +$19.9K +191 +0.6%
MP
389
McDonald Partners
Ohio
$3.51M +$9.58K +92 +0.3%
VanEck Associates
390
VanEck Associates
New York
$3.49M -$400K -3,847 -10%
CS
391
Candriam SCA
Luxembourg
$3.48M +$7.91K +76 +0.2%
CNBTD
392
Citizens National Bank Trust Department
Mississippi
$3.48M +$3.12K +30 +0.1%
CT
393
Colonial Trust
South Carolina
$3.47M +$365K +3,505 +12%
NFC
394
Northeast Financial Consultants
Connecticut
$3.46M – – –
BMSSC
395
B. Metzler seel. Sohn & Co
Germany
$3.43M -$92.8K -892 -3%
EWA
396
Exencial Wealth Advisors
Oklahoma
$3.39M -$289K -2,780 -8%
AWA
397
Arkadios Wealth Advisors
Georgia
$3.38M +$273K +2,620 +9%
CIC
398
Canal Insurance Company
South Carolina
$3.38M – – –
HT
399
Heritage Trust
Oklahoma
$3.38M -$50.6K -486 -1%
TBC
400
Tweedy, Browne Co
Connecticut
$3.37M -$9.58K -92 -0.3%
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