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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 %
MPI
701
Mairs & Power Inc
Minnesota
$929K +$13.5K +130 +1%
KS
702
Karpas Strategies
Connecticut
$927K – – –
PGIM
703
Pacific Global Investment Management
California
$923K -$8.64K -83 -0.9%
RP
704
Rowlandmiller & Partners
Georgia
$919K – – –
IF
705
Intrua Financial
Texas
$917K +$156K +1,492 +20%
FNBTCON
706
First National Bank & Trust Co of Newtown
Pennsylvania
$915K – – –
OHWA
707
Oak Hill Wealth Advisors
Virginia
$908K +$908K +8,728 New
MA
708
Mutual Advisors
Nebraska
$905K -$26.2K -252 -3%
BOH
709
Bank of Hawaii
Hawaii
$904K – – –
SC
710
Searle & Co
Connecticut
$904K +$833 +8 +0.1%
VCA
711
Verdence Capital Advisors
Maryland
$903K +$19.7K +189 +2%
CANY
712
Caxton Associates (New York)
New York
$902K -$89.8K -863 -9%
VWA
713
V Wealth Advisors
Kansas
$902K -$48.4K -465 -5%
PIM
714
Penobscot Investment Management
Massachusetts
$899K -$3.12K -30 -0.3%
EIP
715
Epoch Investment Partners
New York
$898K -$25.8K -248 -3%
AT
716
American Trust
Kentucky
$897K -$33.9K -326 -4%
NSIM
717
North Star Investment Management
Illinois
$893K +$2.19K +21 +0.2%
RG
718
Retirement Group
California
$891K +$22.3K +214 +3%
HT
719
HighTower Trust
Texas
$890K +$205K +2,003 +30%
CM
720
CoreCommodity Management
Connecticut
$886K -$2.6K -25 -0.3%
S
721
Seeyond
France
$885K -$170K -1,632 -16%
HAI
722
Hennessy Advisors Inc
California
$885K -$208K -2,000 -19%
BO
723
Bank OZK
Arkansas
$880K -$6.87K -66 -0.8%
BEAM
724
Baker Ellis Asset Management
Washington
$872K +$6.25K +60 +0.7%
ORAM
725
One River Asset Management
Connecticut
$864K +$864K +8,296 New
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