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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 %
AC
551
Allstate Corporation
Illinois
$1.62M +$55.4K +532 +4%
AIM
552
Allstate Investment Management
Illinois
$1.62M +$1.62M +15,579 New
AP
553
Americana Partners
Texas
$1.62M +$70.5K +677 +5%
WAAG
554
Wealth Alliance Advisory Group
Kansas
$1.62M +$148K +1,420 +10%
EHC
555
Everett Harris & Co
California
$1.58M -$3.12K -30 -0.2%
WWM
556
Western Wealth Management
Colorado
$1.57M -$435K -4,180 -22%
CAI
557
Capital Advisors Inc
Oklahoma
$1.55M – – –
QT
558
Quantamental Technologies
New York
$1.55M +$1.27M +12,212 +453%
HIM
559
Harbour Investment Management
Washington
$1.55M -$4.16K -40 -0.3%
FHB
560
First Hawaiian Bank
Hawaii
$1.54M -$16.7K -160 -1%
NMIMC
561
Northwestern Mutual Investment Management Company
Wisconsin
$1.54M -$318K -3,054 -17%
ISL
562
Ingalls & Snyder LLC
New York
$1.53M -$13.3K -128 -0.9%
AIA
563
Armor Investment Advisors
North Carolina
$1.52M +$9.47K +91 +0.6%
MC
564
Moors & Cabot
Massachusetts
$1.52M -$8.01K -77 -0.5%
QCM
565
Qsemble Capital Management
New York
$1.51M +$1.51M +14,500 New
FMC
566
First Merchants Corp
Indiana
$1.51M -$10.9K -105 -0.7%
FI
567
Fractal Investments
Connecticut
$1.51M +$1.51M +14,471 New
CIC
568
Cornercap Investment Counsel
Georgia
$1.5M +$1.5M +14,444 New
ACM
569
AlphaStar Capital Management
North Carolina
$1.49M +$129K +1,237 +9%
VAG
570
VisionPoint Advisory Group
Texas
$1.49M +$1.49M +13,759 New
SFS
571
Strategic Financial Services
New York
$1.48M -$599K -5,756 -29%
CSPIA
572
Cary Street Partners Investment Advisory
Virginia
$1.48M -$153K -1,473 -9%
HIS
573
Horizon Investment Services
Indiana
$1.48M +$1.48M +14,218 New
RIM
574
Redwood Investment Management
Arizona
$1.47M +$1.47M +14,118 New
AO
575
Advisor OS
Illinois
$1.44M +$707K +6,791 +96%
21 22
23
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