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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 %
IFWM
751
Institute for Wealth Management
Colorado
$777K -$13.3K -128 -2%
IWA
752
Intercontinental Wealth Advisors
Texas
$776K +$3.75K +36 +0.5%
BFS
753
Bradley Foster & Sargent
Connecticut
$774K -$312K -3,000 -29%
HFG
754
Heron Financial Group
New York
$771K -$29.4K -285 -4%
SSA
755
Schonfeld Strategic Advisors
New York
$770K -$1.81M -17,419 -70%
AG
756
Algert Global
California
$765K +$765K +7,349 New
CG
757
Caprock Group
Idaho
$765K -$165K -1,585 -18%
BCM
758
Birmingham Capital Management
Alabama
$761K – – –
BFA
759
BMS Financial Advisors
South Dakota
$760K -$23.4K -225 -3%
TWI
760
Thomas White International
Illinois
$760K – – –
SW
761
SVB Wealth
Massachusetts
$759K +$16.6K +159 +2%
MMPW
762
Mitchell McLeod Pugh & Williams
Alabama
$759K -$30.6K -294 -4%
HAIM
763
Hunter Associates Investment Management
Pennsylvania
$756K +$52K +500 +7%
FF
764
Friedenthal Financial
New Jersey
$752K +$752K +7,230 New
AFIA
765
America First Investment Advisors
Nebraska
$749K +$12.3K +118 +2%
GT
766
Glenview Trust
Kentucky
$747K -$9.37K -90 -1%
ICA
767
Infrastructure Capital Advisors
New York
$746K +$451K +4,336 +153%
TCM
768
Teza Capital Management
Illinois
$746K -$287K -2,756 -28%
NL
769
Navalign LLC
California
$739K -$54.4K -523 -7%
JWCA
770
J.W. Cole Advisors
Florida
$739K -$130K -1,246 -15%
CAWM
771
Capital Advisors Wealth Management
Washington
$739K +$344K +3,303 +87%
AMIM
772
Aull & Monroe Investment Management
Alabama
$737K – – –
S
773
SignatureFD
Georgia
$731K +$86.7K +833 +13%
HVIA
774
Hudson Valley Investment Advisors
New York
$730K -$35K -336 -5%
SSB
775
Sandy Spring Bank
Maryland
$729K +$50.5K +485 +7%
29 30
31
32 33