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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 %
JCM
826
J2 Capital Management
Michigan
$620K +$20.1K +193 +3%
AMBIA
827
Allen Mooney & Barnes Investment Advisors
Georgia
$616K +$624 +6 +0.1%
REMPR
828
Roof Eidam Maycock Peralta (REMP)
California
$615K – – –
PWPS
829
Pinnacle Wealth Planning Services
Ohio
$612K +$7.49K +72 +1%
PP
830
Patron Partners
Texas
$609K +$5.2K +50 +0.9%
NWMG
831
National Wealth Management Group
Ohio
$608K +$608K +5,846 New
CI
832
Cigna Investments
Connecticut
$608K -$5.2K -50 -0.8%
CFG
833
Citizens Financial Group
Rhode Island
$608K -$146K -1,400 -19%
BTWM
834
Baker Tilly Wealth Management
Wisconsin
$607K +$5.2K +50 +0.9%
LFA
835
Legacy Financial Advisors
Kentucky
$606K +$108K +1,034 +22%
KTC
836
Kistler-Tiffany Companies
Pennsylvania
$601K +$162K +1,560 +37%
EH
837
Equitable Holdings
New York
$600K -$21.5K -207 -3%
ACA
838
Aptus Capital Advisors
Alabama
$599K +$30.7K +295 +5%
DAM
839
Doheny Asset Management
California
$598K -$219K -2,107 -27%
CS
840
Comerica Securities
Michigan
$598K +$117K +1,126 +24%
AWM
841
Avior Wealth Management
Nebraska
$596K +$12.9K +124 +2%
CCA
842
Checchi Capital Advisers
California
$596K -$172K -1,657 -22%
ESB
843
Essex Savings Bank
Connecticut
$595K -$416 -4 -0.1%
FFWA
844
FRG Family Wealth Advisors
Washington
$594K – – –
CF
845
Centaurus Financial
California
$592K +$30.6K +294 +5%
MME
846
Meag Munich Ergo
Germany
$590K – – –
WAM
847
Weatherly Asset Management
California
$589K -$2.19K -21 -0.4%
CT
848
Cambridge Trust
Massachusetts
$586K +$31.8K +306 +6%
MA
849
MJP Associates
Connecticut
$573K +$136K +1,304 +31%
OF
850
Outfitter Financial
Maine
$572K – – –
32 33
34
35 36