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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 %
WA
851
Waddell & Associates
Tennessee
$571K -$5K -48 -0.9%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$570K +$185K +1,777 +48%
RIM
853
Regent Investment Management
Kentucky
$570K +$5.21K +50 +0.9%
CAM
854
Campion Asset Management
Virginia
$564K -$18.2K -175 -3%
MOS
855
MGO One Seven
Ohio
$561K +$144K +1,383 +35%
KA
856
Kovack Advisors
Florida
$560K +$31.5K +303 +6%
OPS
857
Orion Portfolio Solutions
Nebraska
$558K +$291K +2,796 +109%
MWM
858
Mission Wealth Management
California
$558K -$163K -1,567 -23%
SWM
859
Stockman Wealth Management
Montana
$558K -$39.8K -382 -7%
PCS
860
Personal CFO Solutions
New Jersey
$557K +$33K +317 +6%
FNA
861
First National Advisers
Nebraska
$556K +$55.6K +534 +11%
Fisher Asset Management
862
Fisher Asset Management
Washington
$554K +$92.7K +891 +20%
RIA
863
Realta Investment Advisors
Delaware
$547K +$547K +5,252 New
IFAM
864
Institutional & Family Asset Management
Colorado
$545K – – –
GI
865
GAMCO Investors
Connecticut
$545K -$113K -1,089 -17%
SA
866
Syntax Advisors
New York
$544K -$101K -972 -16%
VCG
867
Vantage Consulting Group
Virginia
$544K -$101K -972 -16%
PA
868
PFG Advisors
Arizona
$544K -$1.67K -16 -0.3%
FMAEN1
869
Fund Management at Engine No 1
California
$542K +$60.1K +577 +12%
EWA
870
EverSource Wealth Advisors
Alabama
$540K -$235K -2,258 -30%
OWM
871
OneAscent Wealth Management
Alabama
$540K +$31.9K +307 +6%
KIA
872
KLR Investment Advisors
Rhode Island
$538K +$538K +5,172 New
IPW
873
Inlet Private Wealth
Florida
$537K +$1.98K +19 +0.4%
AF
874
Allworth Financial
California
$537K +$125K +1,203 +30%
SIA
875
Schear Investment Advisers
Ohio
$537K +$537K +5,156 New
33 34
35
36 37