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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 %
WT
801
Whittier Trust
California
$651K +$155K +1,490 +31%
CA
802
Clearstead Advisors
Ohio
$646K -$67.7K -650 -9%
CGL
803
Clarius Group LLC
Washington
$646K +$312 +3 +0%
VBCG
804
Valley Brook Capital Group
Pennsylvania
$645K +$17.4K +167 +3%
VA
805
Valmark Advisers
Ohio
$644K +$5.2K +50 +0.8%
SP
806
Symmetry Partners
Connecticut
$643K – – –
IWM
807
IHT Wealth Management
Illinois
$643K +$1.87K +18 +0.3%
SEA
808
Stegent Equity Advisors
Texas
$641K +$641K +6,162 New
AIP
809
Ahrens Investment Partners
Louisiana
$641K +$224K +2,155 +54%
BB
810
Busey Bank
Illinois
$641K +$222K +2,135 +53%
CWS
811
Confluence Wealth Services
Pennsylvania
$640K +$104 +1 +0%
MGIA
812
Matthew Goff Investment Advisor
Texas
$639K -$214K -2,056 -25%
WI
813
Wahed Invest
New York
$637K +$59.6K +573 +10%
BA
814
Bennicas & Associates
California
$635K -$10.4K -100 -2%
RPCONE
815
Retirement Planning Company of New England
Rhode Island
$635K -$136K -1,310 -18%
MAM
816
Mystic Asset Management
Rhode Island
$632K -$320K -3,075 -34%
EFS
817
Essex Financial Services
Connecticut
$631K +$2.91K +28 +0.5%
MA
818
MCF Advisors
Kentucky
$631K -$41.6K -400 -6%
PFSC
819
Peoples Financial Services Corp
Pennsylvania
$631K – – –
MHR
820
Matthew Hamilton Rosenberg
$628K +$208 +2 +0%
HCA
821
Heck Capital Advisors
Wisconsin
$627K – – –
PAM
822
Palisade Asset Management
Minnesota
$624K -$34.6K -332 -5%
WFAG
823
Worth Financial Advisory Group
North Carolina
$624K +$624K +5,991 New
BHWM
824
Bar Harbor Wealth Management
New Hampshire
$623K -$62K -596 -9%
IAN
825
Integrated Advisors Network
Texas
$622K +$8.74K +84 +1%
31 32
33
34 35