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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 %
FCI
526
Financial Counselors Inc
Kansas
$1.86M +$24.2K +233 +1%
AAM
527
Auxier Asset Management
Oregon
$1.85M – – –
FIM
528
Fernwood Investment Management
Massachusetts
$1.83M – – –
HPG
529
Harvest Portfolios Group
Ontario, Canada
$1.81M +$1.81M +17,415 New
TC
530
Telemus Capital
Michigan
$1.81M -$14.4K -136 -0.8%
MWA
531
Moser Wealth Advisors
Washington
$1.8M -$19.5K -187 -1%
KRSITF
532
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M – – –
MPPW
533
Mitchell & Pahl Private Wealth
Oklahoma
$1.77M +$74.9K +720 +4%
LBWM
534
Left Brain Wealth Management
Illinois
$1.77M +$1.77M +16,978 New
NCM
535
Northside Capital Management
Oregon
$1.76M +$9.68K +93 +0.6%
CFMC
536
Curbstone Financial Management Corp
New Hampshire
$1.76M -$5.21K -50 -0.3%
IA
537
IFP Advisors
Florida
$1.74M -$2.1M -17,500 -55%
CS
538
Crescent Sterling
Louisiana
$1.73M +$1.73M +16,581 New
CCA
539
Cobblestone Capital Advisors
New York
$1.72M +$10.3K +99 +0.6%
HWM
540
HB Wealth Management
Georgia
$1.7M +$73.9K +710 +5%
AAM
541
Azzad Asset Management
Virginia
$1.7M -$198K -1,907 -10%
ET
542
Equitable Trust
Tennessee
$1.68M +$1.09M +10,464 +186%
CB
543
Community Bank
New York
$1.67M -$5.72K -55 -0.3%
PWM
544
Pinnacle Wealth Management
California
$1.66M +$1.66M +15,987 New
LNC
545
Lincoln National Corp
Pennsylvania
$1.64M -$214K -2,052 -11%
TGAM
546
TBH Global Asset Management
Tennessee
$1.64M -$103K -993 -6%
MGP
547
Metis Global Partners
California
$1.64M +$892K +8,571 +119%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$1.63M +$12.3K +118 +0.8%
TBA
549
Tower Bridge Advisors
Pennsylvania
$1.62M – – –
First Manhattan
550
First Manhattan
New York
$1.62M +$833K +8,000 +105%
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