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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 %
GIM
601
Greylin Investment Management
Virginia
$1.3M -$432K -4,150 -25%
EGM
602
Engineers Gate Manager
New York
$1.29M +$161K +1,544 +14%
PCM
603
Prelude Capital Management
New York
$1.29M +$712K +6,841 +123%
CL
604
COWA LLC
Oklahoma
$1.29M -$721K -4,663 -36%
PA
605
Parallel Advisors
California
$1.29M -$20.6K -198 -2%
FDCDDQ
606
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.29M -$180K -1,731 -12%
CAG
607
Csenge Advisory Group
Florida
$1.29M +$160K +1,539 +14%
SF
608
Summit Financial
New Jersey
$1.28M +$21.4K +206 +2%
HTC
609
Haverford Trust Company
Pennsylvania
$1.27M -$5.52K -53 -0.4%
BFA
610
Bragg Financial Advisors
North Carolina
$1.26M +$58K +557 +5%
EF
611
Empirical Finance
Pennsylvania
$1.26M +$102K +981 +9%
BSB
612
Bangor Savings Bank
Maine
$1.26M -$73.9K -710 -6%
PCC
613
Park Circle Company
Maryland
$1.25M – – –
SA
614
SRN Advisors
Pennsylvania
$1.24M +$1.24M +11,906 New
NAMA
615
Nikko Asset Management Americas
New York
$1.24M -$73.3K -704 -6%
FFG
616
Fortem Financial Group
California
$1.23M +$151K +1,454 +14%
WJWM
617
Williams Jones Wealth Management
New York
$1.23M +$55K +528 +5%
PCMK
618
Paragon Capital Management (Kansas)
Kansas
$1.23M +$11K +106 +0.9%
EWM
619
Evercore Wealth Management
New York
$1.23M – – –
MAM
620
Martingale Asset Management
Massachusetts
$1.22M -$40.7K -391 -3%
SFS
621
Sowell Financial Services
Arkansas
$1.21M +$1.21M +11,641 New
PBC
622
Pavion Blue Capital
California
$1.21M +$2.81K +27 +0.2%
GWM
623
Guardian Wealth Management
Illinois
$1.2M -$318K -3,052 -21%
CG
624
Colony Group
Massachusetts
$1.2M +$532K +5,109 +79%
PFA
625
Pathway Financial Advisers
Indiana
$1.2M +$1.2M +11,516 New
23 24
25
26 27