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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 %
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$2.84M +$365K +3,503 +15%
LA
427
LexAurum Advisors
Kansas
$2.82M +$543K +5,217 +24%
SAM
428
Silvercrest Asset Management
New York
$2.81M -$112K -1,075 -4%
FWCM
429
Ferguson Wellman Capital Management
Oregon
$2.8M +$274K +2,630 +11%
SYBT
430
Stock Yards Bank & Trust
Kentucky
$2.8M -$10.4K -100 -0.4%
Wolverine Trading
431
Wolverine Trading
Illinois
$2.78M -$690K -6,634 -20%
SIM
432
Stratos Investment Management
Ohio
$2.77M -$239K -2,300 -8%
BCM
433
Bayesian Capital Management
New York
$2.76M +$891K +8,560 +48%
PWP
434
Principle Wealth Partners
Connecticut
$2.73M -$41.6K -400 -2%
TPCW
435
TD Private Client Wealth
New York
$2.73M +$177K +1,698 +7%
BBI
436
Baxter Bros Inc
Connecticut
$2.73M -$2.5K -24 -0.1%
DFG
437
Demars Financial Group
Washington
$2.72M -$502K -4,823 -16%
FA
438
FDx Advisors
Illinois
$2.71M +$138K +1,324 +5%
BCI
439
Brinker Capital Investments
Pennsylvania
$2.71M -$46.4K -446 -2%
CA
440
Cetera Advisors
Colorado
$2.7M +$654K +6,288 +32%
RFC
441
Regions Financial Corp
Alabama
$2.66M +$108K +1,034 +4%
CC
442
Cipher Capital
New York
$2.66M +$738K +7,095 +38%
GAM
443
Garrison Asset Management
Arkansas
$2.65M -$13.2K -127 -0.5%
GAB
444
German American Bancorp
Indiana
$2.64M +$12.1K +116 +0.5%
TC
445
TownSquare Capital
Utah
$2.64M +$248K +2,383 +10%
QC
446
Quadrature Capital
United Kingdom
$2.63M -$3.44M -33,012 -57%
BBVA
447
Banco Bilbao Vizcaya Argentaria
Spain
$2.61M -$43K -413 -2%
GWSG
448
GPS Wealth Strategies Group
Colorado
$2.61M +$37.4K +359 +1%
SFG
449
SevenBridge Financial Group
Pennsylvania
$2.61M -$134K -1,286 -5%
ZIM
450
Zacks Investment Management
Illinois
$2.59M -$119K -1,140 -4%
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