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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 %
GI
676
Gradient Investments
Minnesota
$1.01M +$207K +1,993 +26%
CC
677
Cannell & Co
New York
$1.01M – – –
AT
678
Arvest Trust
Oklahoma
$1M -$28.4K -273 -3%
CT
679
Columbia Trust
Oregon
$1M -$96.9K -931 -9%
IRC
680
Investors Research Corp
Georgia
$1M -$11K -106 -1%
FTDI
681
First Trust Direct Indexing
Massachusetts
$999K -$146K -1,402 -13%
BAMF
682
BI Asset Management Fondsmaeglerselskab
Denmark
$995K +$400K +3,839 +67%
MNBTD
683
Moody National Bank Trust Division
Texas
$994K +$12.8K +123 +1%
LW
684
Linscomb Wealth
Texas
$994K +$463K +4,445 +87%
FNT
685
First National Trust
Pennsylvania
$993K +$10.8K +104 +1%
GIA
686
Guyasuta Investment Advisors
Pennsylvania
$989K -$177K -1,698 -15%
RWA
687
Redhawk Wealth Advisors
Minnesota
$988K +$55.4K +532 +6%
SWM
688
SeaCrest Wealth Management
New York
$988K -$121K -1,167 -11%
JCM
689
Jacobi Capital Management
Pennsylvania
$983K +$1.77K +17 +0.2%
CG
690
CFO4Life Group
Texas
$983K +$699K +6,716 +246%
C
691
CFO4Life
Texas
$983K +$983K +9,442 New
ECG
692
Edge Capital Group
Georgia
$974K +$95.4K +917 +11%
PG
693
Patten Group
Tennessee
$973K +$89.7K +862 +10%
PPW
694
Parcion Private Wealth
Washington
$959K – – –
DFA
695
Delta Financial Advisors
Louisiana
$958K +$104 +1 +0%
APWM
696
Atlas Private Wealth Management
New York
$956K +$115K +1,105 +14%
CWM
697
Connecticut Wealth Management
Connecticut
$948K -$155K -1,491 -14%
NL
698
NVWM LLC
Pennsylvania
$947K -$29.8K -286 -3%
ANTB
699
AMG National Trust Bank
Colorado
$945K +$3.12K +30 +0.3%
GT
700
Greenleaf Trust
Michigan
$944K +$76.3K +733 +9%
26 27
28
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