PSX icon

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 %
CW
876
Connectus Wealth
Ohio
$536K -$10.4K -100 -2%
MCM
877
Mill Capital Management
North Carolina
$535K – – –
NAM
878
NorthCrest Asset Manangement
Minnesota
$535K -$1.75M -16,839 -77%
FLPIM
879
F.L. Putnam Investment Management
Massachusetts
$532K +$22K +211 +4%
UH
880
Unigestion Holding
Switzerland
$530K -$173K -1,662 -25%
WCG
881
Weaver Consulting Group
California
$530K -$10.4K -100 -2%
GPA
882
Garrison Point Advisors
California
$528K -$3.12K -30 -0.6%
BEI
883
Benjamin Edwards Inc
Missouri
$528K +$48K +461 +10%
AG
884
AIA Group
Hong Kong
$527K +$527K +5,066 New
SCM
885
Schnieders Capital Management
California
$526K +$260K +2,500 +98%
WCM
886
Whitener Capital Management
North Carolina
$523K +$10.7K +103 +2%
WTC
887
WhitTier Trust Company
Nevada
$521K -$3.54K -34 -0.7%
BIA
888
Beacon Investment Advisors
Maryland
$520K +$520K +4,994 New
CAMG
889
CWA Asset Management Group
Florida
$515K +$75.5K +725 +17%
PA
890
Probity Advisors
Texas
$509K +$5.2K +50 +1%
JHCP
891
Jackson Hole Capital Partners
Oklahoma
$507K – – –
EWA
892
EP Wealth Advisors
California
$507K +$507K +4,870 New
GG
893
Gofen & Glossberg
Illinois
$505K +$833 +8 +0.2%
AIP
894
ARS Investment Partners
New York
$505K -$1.55M -14,905 -75%
TWM
895
Thrive Wealth Management
Pennsylvania
$504K -$520 -5 -0.1%
SF
896
Symphony Financial
Texas
$503K -$718K -7,127 -59%
GIM
897
Groesbeck Investment Management
New Jersey
$503K -$94.7K -910 -16%
AFP
898
Ausdal Financial Partners
Iowa
$501K +$27.5K +264 +6%
CPIG
899
Chicago Partners Investment Group
Illinois
$500K +$3.48K +34 +0.7%
BTI
900
Blue Trust Inc
Georgia
$498K +$157K +1,943 +46%
34 35
36
37 38