Phillips 66
1,418 hedge funds and large institutions have $27.3B invested in Phillips 66 in 2022 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 601 increasing their positions, 453 reducing their positions, and 104 closing their positions.
70% more funds holding in top 10
Funds holding in top 10: 10 → 17 (+7)
33% more call options, than puts
Call options by funds: $485M | Put options by funds: $364M
33% more repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 453
3% less capital invested
Capital invested by funds: $28.2B → $27.3B (-$938M)
6% less first-time investments, than exits
New positions opened: 98 | Existing positions closed: 104
1.36% less ownership
Funds ownership: 71.78% → 70.42% (-1.4%)
2% less funds holding
Funds holding: 1,444 → 1,418 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$138M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$98M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$82.3M |
| 4 |
MMA
Mizuho Markets Americas
New York
|
+$45.9M |
| 5 |
Squarepoint
New York
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$207M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$133M |
| 3 |
Renaissance Technologies
New York
|
-$123M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$87.4M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$86.2M |
PSX Hedge Fund Activity: Q3 2022 in Review
1,418 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2022, worth a combined $27.3B — down 3.3% from $28.2B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of PSX and 98 opened new positions — a net loss of 6 holders — while 453 trimmed existing stakes and 601 added.
The largest buyer was Citadel Advisors, adding an estimated $138M. The largest seller was BlackRock, cutting an estimated $207M.
- 1,418 institutional investors held Phillips 66 (PSX) as of Q3 2022, down from 1,444 in Q2 2022.
- Funds reported $27.3B of Phillips 66 stock for Q3 2022, down 3.3% quarter-over-quarter.
- 98 funds opened new Phillips 66 positions in Q3 2022 and 104 closed out, a net change of -6 holders.
- The largest Phillips 66 buyer in Q3 2022 was Citadel Advisors, an estimated $138M added.
- The largest Phillips 66 seller in Q3 2022 was BlackRock, an estimated $207M sold.
Based on aggregated 13F filings for Q3 2022.