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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 %
LCM
576
Logan Capital Management
Pennsylvania
$1.44M -$5.2K -50 -0.4%
Jacobs Levy Equity Management
577
Jacobs Levy Equity Management
New Jersey
$1.43M -$84.3M -810,215 -98%
FT
578
Fiduciary Trust
Massachusetts
$1.43M +$5.2K +50 +0.4%
BCWM
579
Bartlett & Co Wealth Management
Ohio
$1.39M +$3.12K +30 +0.2%
BC
580
Bartlett & Co
Ohio
$1.39M +$3.12K +30 +0.2%
FIM
581
Fruth Investment Management
Texas
$1.39M -$10.4K -100 -0.7%
ACM
582
Aquatic Capital Management
Illinois
$1.38M +$135K +1,300 +11%
WF
583
Welch & Forbes
Massachusetts
$1.37M +$33.1K +318 +2%
BL
584
Balentine LLC
Georgia
$1.36M +$390K +3,749 +40%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$1.35M +$90K +865 +7%
LBC
586
Lowe Brockenbrough & Co
Virginia
$1.35M – – –
AIC
587
Aurora Investment Counsel
Georgia
$1.33M -$106K -1,020 -7%
IC
588
Inscription Capital
Texas
$1.32M -$77.6K -746 -6%
YIA
589
YHB Investment Advisors
Connecticut
$1.32M +$5.1K +49 +0.4%
TFA
590
Teamwork Financial Advisors
Texas
$1.32M +$413K +3,968 +46%
SI
591
Stephens Inc
Arkansas
$1.31M -$184K -1,767 -12%
KFP
592
KMG Fiduciary Partners
Ohio
$1.31M +$401K +3,856 +44%
AAM
593
AR Asset Management
California
$1.31M – – –
BWAM
594
Boyd Watterson Asset Management
Ohio
$1.3M – – –
GCM
595
Graham Capital Management
Connecticut
$1.3M +$1.3M +12,532 New
EF
596
Exeter Financial
Arizona
$1.3M – – –
VC
597
Veracity Capital
Georgia
$1.3M +$1.3M +12,524 New
FBC
598
Fairfield, Bush & Co
Connecticut
$1.3M -$153K -1,474 -11%
JWBC
599
John W. Bristol & Co
New York
$1.3M – – –
VI
600
Vestcor Inc
New Brunswick, Canada
$1.3M +$8.01K +77 +0.6%
22 23
24
25 26