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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.

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
1
BlackRock
New York
$3.88B
2
Morgan Stanley
2
Morgan Stanley
New York
$725M
3
Holocene Advisors
3
Holocene Advisors
New York
$105M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$200M
5
Invesco
5
Invesco
Georgia
$483M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$622M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$143M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$182M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$857M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$52.3M +$6.16M +59,193 +13%
RCM
77
RNC Capital Management
California
$51.9M +$579K +5,562 +1%
SIG
78
Stonegate Investment Group
Alabama
$51.4M +$62.9K +604 +0.1%
Prudential Financial
79
Prudential Financial
New Jersey
$50.6M -$24.5M -235,394 -33%
LPL Financial
80
LPL Financial
California
$49.7M +$5.49M +52,731 +12%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$48.9M +$726K +6,977 +2%
AIM
82
Artemis Investment Management
United Kingdom
$47.2M +$424K +4,050 +0.9%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.3M +$3.75M +36,017 +9%
Osaic Holdings
84
Osaic Holdings
Arizona
$46M +$10.3M +99,330 +29%
Stifel Financial
85
Stifel Financial
Missouri
$45.8M +$802K +7,706 +2%
Russell Investments Group
86
Russell Investments Group
United Kingdom
$43M -$3.91M -37,611 -8%
Franklin Resources
87
Franklin Resources
California
$41.6M +$1.37M +13,200 +3%
SEI Investments
88
SEI Investments
Pennsylvania
$41.5M -$3.78M -36,330 -8%
Boston Partners
89
Boston Partners
Massachusetts
$40.7M -$2.61M -25,072 -6%
RMDI
90
R.M. Davis Inc
Maine
$40.6M -$154K -1,483 -0.4%
PI
91
PFS Investments
Georgia
$39.9M +$4.25M +40,804 +12%
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$38.7M +$31.6M +303,865 +445%
Axa
93
Axa
France
$38.7M +$14M +134,594 +57%
AAM
94
Abeille Asset Management
France
$38.6M -$193K -1,526 -0.5%
GT
95
Glenmede Trust
Pennsylvania
$38.6M -$640K -6,148 -2%
Aviva
96
Aviva
United Kingdom
$37.5M -$2.41M -23,115 -6%
KACA
97
Kayne Anderson Capital Advisors
California
$36.2M -$5.51M -52,900 -13%
Mitsubishi UFJ Trust & Banking
98
Mitsubishi UFJ Trust & Banking
Japan
$35.4M +$1.28M +12,319 +4%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$35.2M +$1.03M +9,862 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
100
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$35M +$34.2M +328,417 +4,371%
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4
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