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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 %
SWM
951
Spire Wealth Management
Virginia
$426K +$45.9K +441 +12%
MFA
952
Mayflower Financial Advisors
Massachusetts
$425K -$18.4K -177 -4%
FMB
953
Field & Main Bank
Kentucky
$424K +$2.6K +25 +0.6%
NAS
954
Nicolet Advisory Services
Wisconsin
$422K +$422K +4,165 New
FNBT
955
FineMark National Bank & Trust
Florida
$422K -$93.7K -900 -18%
JGUA
956
John G. Ullman & Associates
New York
$419K +$1.87K +18 +0.4%
TCOO
957
Trust Company of Oklahoma
Oklahoma
$418K +$17.1K +164 +4%
USGIU
958
U.S. Global Investors (USGI)
Texas
$416K -$260K -2,500 -38%
WIC
959
Wilkins Investment Counsel
Massachusetts
$415K – – –
RC
960
Roundview Capital
New Jersey
$414K +$28.9K +278 +8%
IMCOOI
961
Investment Management Corp of Ontario (IMCO)
Canada
$413K +$413K +3,970 New
MFWP
962
Mosaic Family Wealth Partners
Missouri
$413K +$413K +3,969 New
SWS
963
SYSTM Wealth Solutions
Illinois
$413K +$413K +3,965 New
LWAC
964
Laurel Wealth Advisors (California)
California
$412K -$38K -365 -8%
VT
965
Vise Technologies
New York
$412K +$412K +3,956 New
PWMAG
966
Pinnacle Wealth Management Advisory Group
New Jersey
$411K +$68.7K +660 +20%
LC
967
Lindbrook Capital
California
$408K +$95.8K +920 +31%
CC
968
Callan Capital
California
$407K +$134K +1,289 +49%
JSL
969
JT Stratford LLC
Georgia
$407K +$2.08K +20 +0.5%
NCM
970
Next Capital Management
New York
$406K – – –
WHG
971
Westwood Holdings Group
Texas
$406K +$4.17K +40 +1%
WI
972
Wedgewood Investors
Pennsylvania
$406K – – –
SS
973
Sunbelt Securities
Texas
$406K +$937 +9 +0.2%
FMWA
974
Forvis Mazars Wealth Advisors
Missouri
$405K +$13.3K +128 +3%
WT
975
Washington Trust
Rhode Island
$402K -$93.7K -900 -19%
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