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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 %
B
476
Bailard
California
$2.29M -$35.7K -343 -2%
VIA
477
Vident Investment Advisory
Georgia
$2.27M -$404K -3,883 -15%
GAM
478
Gotham Asset Management
New York
$2.26M -$533K -5,124 -19%
WS
479
Wedbush Securities
California
$2.26M +$25.3K +243 +1%
CCMINC
480
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.26M +$3.75K +36 +0.2%
CL
481
CSS LLC
Illinois
$2.26M -$104K -1,000 -4%
CIC
482
Carnegie Investment Counsel
Ohio
$2.26M +$10.8K +104 +0.5%
MMA
483
Miracle Mile Advisors
California
$2.24M +$1.04K +10 +0%
XF
484
XML Financial
Maryland
$2.22M – – –
PP
485
Patten & Patten
Tennessee
$2.21M -$3.64K -35 -0.2%
PWLP
486
Prio Wealth Limited Partnership
Massachusetts
$2.21M – – –
NRS
487
Neville Rodie & Shaw
New York
$2.2M – – –
CHC
488
City Holding Co
West Virginia
$2.2M -$12.5K -120 -0.6%
HA
489
Herold Advisors
New York
$2.19M +$15.8K +152 +0.7%
ST
490
Somerset Trust
Pennsylvania
$2.17M +$3.23K +31 +0.1%
HFM
491
Hartford Financial Management
Connecticut
$2.15M -$3.12K -30 -0.1%
CVM
492
Cheviot Value Management
California
$2.13M -$31.7K -300 -1%
BWM
493
BNC Wealth Management
Oregon
$2.1M +$2.1M +20,172 New
Vontobel Holding
494
Vontobel Holding
Switzerland
$2.09M -$1.01M -9,913 -33%
BC
495
Burney Company
Virginia
$2.09M -$95.4K -917 -4%
CWM
496
Centric Wealth Management
Illinois
$2.08M +$2.08M +20,017 New
ATPW
497
Ashton Thomas Private Wealth
Arizona
$2.06M +$220K +2,109 +12%
CCP
498
Cunning Capital Partners
North Carolina
$2.06M – – –
GIA
499
Gladstone Institutional Advisory
Florida
$2.05M -$764K -7,341 -27%
MG
500
Mather Group
Illinois
$2.05M -$198K -1,900 -9%
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