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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 %
BTW
651
Boston Trust Walden
Massachusetts
$1.12M -$15.6K -150 -1%
SCA
652
Snowden Capital Advisors
New York
$1.11M +$37.1K +356 +3%
RA
653
RFG Advisory
Alabama
$1.11M +$206K +2,080 +23%
ATC
654
Adirondack Trust Company
New York
$1.1M +$20.4K +196 +2%
JWM
655
Jupiter Wealth Management
Colorado
$1.1M +$114K +1,100 +12%
Verition Fund Management
656
Verition Fund Management
Connecticut
$1.09M +$361K +3,468 +49%
CA
657
Cullinan Associates
Kentucky
$1.09M +$295K +2,839 +37%
FFA
658
First Foundation Advisors
California
$1.08M +$53.3K +512 +5%
JWCA
659
J.W. Coons Advisors
Ohio
$1.08M +$191K +1,835 +21%
BPA
660
Beacon Pointe Advisors
California
$1.08M +$109K +1,048 +11%
RMC
661
Resources Management Corp
Connecticut
$1.08M -$8.33K -80 -0.8%
AWE
662
Avidian Wealth Enterprises
Texas
$1.07M -$36.3K -349 -3%
WG
663
Winton Group
United Kingdom
$1.07M -$595K -5,713 -36%
RIA
664
Retirement Investment Advisors
Oklahoma
$1.07M +$1.07M +10,255 New
LIM
665
Longfellow Investment Management
Massachusetts
$1.06M – – –
BCV
666
Banque Cantonale Vaudoise
Switzerland
$1.06M +$104K +1,000 +11%
BFG
667
Bleakley Financial Group
New Jersey
$1.06M +$1.06M +10,178 New
BSW
668
Buckingham Strategic Wealth
Missouri
$1.06M -$26.5K -255 -2%
FAIM
669
Financial Advocates Investment Management
Washington
$1.04M +$122K +1,175 +13%
SIMM
670
Stillwater Investment Management (Minnesota)
Minnesota
$1.04M +$8.85K +85 +0.9%
NW
671
NewEdge Wealth
Pennsylvania
$1.03M +$143K +1,378 +16%
Lido Advisors
672
Lido Advisors
California
$1.03M +$317K +3,047 +45%
CM
673
Capula Management
Cayman Islands
$1.03M +$1.03M +9,875 New
MGIA
674
Moneta Group Investment Advisors
Missouri
$1.02M +$28.2K +281 +3%
AWM
675
Apollon Wealth Management
South Carolina
$1.02M -$113K -1,086 -10%
25 26
27
28 29