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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 %
TRCT
501
Tower Research Capital (TRC)
New York
$2.05M -$1.02M -9,762 -33%
HC
502
Hendley & Co
Ohio
$2.04M -$3.17M -30,503 -61%
SF
503
Synovus Financial
Georgia
$2.03M +$20.2K +194 +1%
Bessemer Group
504
Bessemer Group
New Jersey
$2.02M -$133K -1,282 -6%
IB
505
Intrust Bank
Kansas
$2.02M +$120K +1,152 +6%
PAG
506
Private Advisor Group
New Jersey
$2.01M +$30.3K +614 +2%
CIP
507
Convergence Investment Partners
Florida
$2.01M +$30.3K +291 +2%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$1.99M -$260K -2,496 -12%
DWP
509
Daymark Wealth Partners
Ohio
$1.99M +$1.99M +19,117 New
HCM
510
Hodges Capital Management
Texas
$1.99M +$700K +6,728 +54%
SO
511
STRS Ohio
Ohio
$1.98M -$4.79K -46 -0.2%
API
512
Advisor Partners II
California
$1.97M +$135K +1,301 +7%
KWS
513
Keystone Wealth Services
California
$1.96M -$30.7K -295 -2%
TNBTD
514
Trustmark National Bank Trust Department
Mississippi
$1.96M -$9.58K -92 -0.5%
SWP
515
Strategic Wealth Partners
Ohio
$1.95M +$193K +1,857 +11%
SPC
516
Sigma Planning Corp
Michigan
$1.95M +$263K +2,528 +16%
SIMG
517
Sonora Investment Management Group
Arizona
$1.94M +$177K +1,704 +10%
IWA
518
Icon Wealth Advisors
Texas
$1.94M +$5.83K +56 +0.3%
CAM
519
Carret Asset Management
New York
$1.93M -$47K -452 -2%
TMAM
520
Tokio Marine Asset Management
Japan
$1.92M -$66.3K -637 -3%
NSEDCP
521
NJ State Employees Deferred Compensation Plan
New Jersey
$1.9M – – –
DAS
522
Dynamic Advisor Solutions
Arizona
$1.9M +$67.2K +646 +4%
AW
523
Apricus Wealth
South Carolina
$1.9M -$56.2K -540 -3%
CBTWT
524
Community Bank & Trust (Waco, Texas)
Texas
$1.89M +$77K +740 +4%
CSIC
525
Clifford Swan Investment Counsel
California
$1.86M -$5.72K -55 -0.3%
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