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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 %
CIA
776
Cladis Investment Advisory
Montana
$725K – – –
HH
777
Hilltop Holdings
Texas
$724K +$12.5K +120 +2%
FMTCOCP
778
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$722K +$3.64K +35 +0.5%
GWCM
779
Godshalk Welsh Capital Management
Pennsylvania
$721K – – –
PPC
780
Park Place Capital
Alabama
$704K +$704K +6,760 New
VHAM
781
Van Hulzen Asset Management
California
$699K +$208 +2 +0%
CPWA
782
Cerro Pacific Wealth Advisors
California
$696K -$1.04K -10 -0.1%
CCC
783
Chelsea Counsel Company
California
$690K -$18.2K -175 -3%
MIM
784
Miller Investment Management
Pennsylvania
$677K – – –
AAS
785
Ameritas Advisory Services
Nebraska
$675K +$247K +2,374 +58%
BMCM
786
Bryn Mawr Capital Management
Pennsylvania
$675K +$675K +6,487 New
CCA
787
Childress Capital Advisors
Texas
$675K +$1.35K +13 +0.2%
SC
788
Savant Capital
Illinois
$675K +$21.7K +213 +3%
TCA
789
Transcend Capital Advisors
New Jersey
$672K -$29.7K -285 -4%
WC
790
Westhampton Capital
North Carolina
$672K – – –
BWM
791
BerganKDV Wealth Management
Minnesota
$670K -$127K -1,224 -16%
SSA
792
South Street Advisors
New York
$668K – – –
ATC
793
Argent Trust Co
Tennessee
$667K +$10.4K +100 +2%
ONB
794
Old National Bancorp
Indiana
$665K -$58.4K -561 -8%
MAS
795
Meeder Advisory Services
Ohio
$664K +$664K +6,380 New
WIA
796
Westbourne Investment Advisors
Maryland
$663K -$98.9K -950 -13%
PWM
797
Perigon Wealth Management
California
$659K +$191K +1,832 +41%
CC
798
Centiva Capital
New York
$658K +$658K +6,319 New
CWM
799
C2C Wealth Management
Arizona
$652K – – –
AFG
800
American Financial Group
Ohio
$651K – – –
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32
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