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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 %
MIC
926
Means Investment Company
Maine
$459K +$208 +2 +0%
WIC
927
Woodmont Investment Counsel
Tennessee
$459K -$21.9K -210 -5%
ECM
928
Estabrook Capital Management
New York
$458K -$3.02K -29 -0.7%
SAM
929
Strategy Asset Managers
California
$458K -$417 -4 -0.1%
SWM
930
Segment Wealth Management
Texas
$456K +$29.7K +285 +7%
RGC
931
Roberts, Glore & Co
Illinois
$456K -$31.2K -300 -6%
QCG
932
Quadrant Capital Group
Ohio
$455K +$18.8K +181 +4%
APW
933
Austin Private Wealth
Texas
$454K – – –
CCIA
934
Campbell & Co Investment Adviser
Maryland
$453K -$181K -1,740 -29%
ECM
935
Evergreen Capital Management
Washington
$451K +$13.9K +134 +3%
CT
936
Chicago Trust
Illinois
$451K +$63.1K +606 +16%
P
937
Pitcairn
Pennsylvania
$450K -$11.7K -112 -3%
MCC
938
Money Concepts Capital
Florida
$449K +$343K +3,298 +323%
BFAG
939
Blackston Financial Advisory Group
Florida
$446K +$19.1K +184 +4%
HDIM
940
Hanson & Doremus Investment Management
Vermont
$445K +$36.8K +354 +9%
FWTB
941
First Western Trust Bank
Colorado
$443K +$443K +4,253 New
IF
942
Insight Folios
North Carolina
$442K +$8.33K +80 +2%
SWA
943
Sutton Wealth Advisors
Florida
$440K – – –
WCM
944
Weik Capital Management
Pennsylvania
$439K -$38.5K -370 -8%
SAM
945
SignalPoint Asset Management
Missouri
$437K +$1.98K +19 +0.5%
YAL
946
Your Advocates Ltd
Texas
$434K +$69.4K +667 +19%
VCWA
947
Vanguard Capital Wealth Advisors
Colorado
$431K -$254K -2,445 -37%
DAC
948
Dividend Assets Capital
South Carolina
$430K -$62.4K -600 -13%
SFI
949
Siemens Fonds Invest
Germany
$430K -$65.3K -627 -13%
BOPW
950
Brandywine Oak Private Wealth
Pennsylvania
$427K -$112K -1,073 -21%
36 37
38
39 40