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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 %
NFG
401
Nations Financial Group
Iowa
$3.36M +$2.43M +23,347 +262%
ZCM
402
Ziegler Capital Management
Illinois
$3.33M +$17.4K +167 +0.5%
NB
403
Norinchukin Bank
Japan
$3.25M -$937K -9,000 -22%
WAS
404
Wealth Advisory Solutions
Indiana
$3.23M -$161K -1,545 -5%
BCM
405
Brookstone Capital Management
Illinois
$3.19M -$862K -8,158 -21%
EG
406
Ellerson Group
Maryland
$3.18M +$3.18M +30,527 New
LSERS
407
Louisiana State Employees Retirement System
Louisiana
$3.17M -$31.2K -300 -1%
MWM
408
Mattern Wealth Management
Kansas
$3.17M +$376K +3,616 +13%
CWP
409
Cyndeo Wealth Partners
Florida
$3.17M +$3.17M +30,449 New
SBH
410
Segall Bryant & Hamill
Illinois
$3.16M -$61.1K -587 -2%
FPTW
411
Franklin, Parlapiano, Turner & Welch
Texas
$3.15M – – –
DC
412
Davenport & Co
Virginia
$3.13M -$64.2K -617 -2%
PA
413
Profund Advisors
Maryland
$3.11M +$280K +2,688 +10%
PI
414
PGGM Investments
Netherlands
$3.1M -$689K -6,618 -18%
RCA
415
Riverview Capital Advisers
Massachusetts
$3.07M – – –
CTC
416
Central Trust Company
Missouri
$3.03M -$59.4K -571 -2%
RWA
417
River Wealth Advisors
Pennsylvania
$2.99M +$187K +1,795 +7%
PCM
418
Parsons Capital Management
Rhode Island
$2.99M +$13.6K +131 +0.5%
SP
419
SWS Partners
Ohio
$2.97M -$61.5K -591 -2%
OIA
420
OneDigital Investment Advisors
Kansas
$2.94M -$19.9K -191 -0.7%
PRS
421
Pinkerton Retirement Specialists
Idaho
$2.92M +$125K +1,198 +4%
CIBC World Market
422
CIBC World Market
Ontario, Canada
$2.91M +$2.29M +22,023 +369%
JIC
423
Johnson Investment Counsel
Ohio
$2.9M +$59.4K +571 +2%
CWP
424
CFM Wealth Partners
Texas
$2.85M +$520 +5 +0%
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
$2.85M -$136K -1,302 -5%
15 16
17
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