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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 %
SA
626
Strategic Advisors
New York
$1.2M -$104K -996 -8%
MWM
627
Marion Wealth Management
Pennsylvania
$1.2M +$166K +1,597 +16%
TC
628
Towle & Co
Colorado
$1.19M +$371K +3,560 +45%
BIA
629
Barry Investment Advisors
Massachusetts
$1.19M -$62K -596 -5%
SC
630
SouthState Corp
Florida
$1.19M +$41K +394 +4%
GLA
631
Great Lakes Advisors
Illinois
$1.18M +$7.24K +631 +0.6%
BAM
632
Belpointe Asset Management
Nevada
$1.16M +$272K +2,609 +30%
TF
633
TIAA FSB
Florida
$1.15M -$97K -932 -8%
VFA
634
Valeo Financial Advisors
Indiana
$1.15M -$67.8K -651 -6%
ICM
635
Islay Capital Management
Texas
$1.15M +$348K +3,346 +44%
SG Americas Securities
636
SG Americas Securities
New York
$1.15M +$795K +7,636 +226%
EAM
637
Erste Asset Management
Austria
$1.15M +$1.15M +11,000 New
CAM
638
Cresset Asset Management
Illinois
$1.14M -$35.3K -473 -3%
IC
639
IEQ Capital
California
$1.14M +$168K +1,615 +17%
JWM
640
Jeppson Wealth Management
California
$1.14M -$33.8K -325 -3%
SMC
641
Smith, Moore & Co
Missouri
$1.14M -$23K -221 -2%
QCM
642
Quantinno Capital Management
New York
$1.13M +$610K +5,861 +117%
BHPW
643
Beverly Hills Private Wealth
California
$1.13M +$1.13M +10,850 New
HIA
644
Harbor Investment Advisory
Maryland
$1.13M +$5.2K +50 +0.5%
TC
645
Teilinger Capital
Texas
$1.12M +$1.12M +10,800 New
BP
646
BBR Partners
New York
$1.12M – – –
TWC
647
TD Waterhouse Canada
Ontario, Canada
$1.12M -$222K -2,158 -17%
LDB
648
Lee, Danner & Bass
Tennessee
$1.12M -$12.5K -120 -1%
DT
649
Diversified Trust
Tennessee
$1.12M -$144K -1,386 -11%
MPWT
650
MassMutual Private Wealth & Trust
Connecticut
$1.12M +$324K +3,118 +41%
24 25
26
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