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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 %
WI
451
WBI Investments
New Jersey
$2.59M -$2.08M -19,970 -45%
ClearBridge Investments
452
ClearBridge Investments
New York
$2.58M -$92.6K -890 -3%
OKSA
453
O'Keefe Stevens Advisory
New York
$2.56M +$32.4K +311 +1%
ACM
454
Argyle Capital Management
Pennsylvania
$2.53M – – –
QIM
455
Quantitative Investment Management
Virginia
$2.52M +$2.52M +24,188 New
PA
456
Procyon Advisors
Connecticut
$2.51M +$875K +8,403 +53%
MCM
457
MAI Capital Management
Ohio
$2.51M +$175K +1,682 +8%
DA
458
DCM Advisors
New York
$2.5M +$1.23M +11,840 +97%
WCM
459
Wisconsin Capital Management
Wisconsin
$2.5M +$2.5M +23,980 New
PFS
460
Prospera Financial Services
Texas
$2.5M +$498K +4,783 +25%
BCM
461
Becker Capital Management
Oregon
$2.49M -$304K -2,921 -11%
MCIA
462
Mountain Capital Investment Advisors
Colorado
$2.45M +$796K +7,833 +48%
SWP
463
Stratos Wealth Partners
Ohio
$2.43M +$20.3K +195 +0.8%
CFB
464
Cullen/Frost Bankers
Texas
$2.41M -$134K -1,291 -5%
VPIM
465
Vanguard Personalized Indexing Management
California
$2.4M -$172K -1,657 -7%
HW
466
Hancock Whitney
Mississippi
$2.39M +$1.03M +9,936 +76%
APWM
467
Argonautica Private Wealth Management
Massachusetts
$2.37M +$2.37M +22,786 New
BFEC
468
Benjamin F. Edwards & Company
Missouri
$2.37M +$78K +749 +3%
TI
469
Tidal Investments
Wisconsin
$2.37M +$21.7K +208 +0.9%
NMERB
470
New Mexico Educational Retirement Board
New Mexico
$2.35M -$219K -2,100 -9%
GVAG
471
Great Valley Advisor Group
Delaware
$2.34M +$126K +1,212 +6%
PFO
472
Pathstone Family Office
New Jersey
$2.33M +$64.2K +742 +3%
WCBA
473
Weaver C. Barksdale & Associates
Tennessee
$2.32M +$59.1K +568 +3%
V
474
Veritable
Delaware
$2.31M -$90.8K -872 -4%
GF
475
Gries Financial
Ohio
$2.3M +$763K +7,333 +50%
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