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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 %
ACM
976
Advisors Capital Management
New Jersey
$402K +$175K +1,684 +77%
AI
977
AdvisorShares Investments
Maryland
$402K +$402K +3,860 New
TAIM
978
TD Ameritrade Investment Management
Nebraska
$401K -$142K -1,370 -26%
KIA
979
KCM Investment Advisors
California
$401K +$401K +3,850 New
GCM
980
Gallacher Capital Management
Colorado
$400K +$400K +3,845 New
AA
981
AlphaCentric Advisors
Puerto Rico
$400K +$260K +2,501 +186%
CIAS
982
Capital Investment Advisory Services
North Carolina
$400K +$64.4K +619 +19%
EI
983
Ethic Inc
New York
$400K +$79K +759 +25%
AWM
984
Axxcess Wealth Management
California
$399K -$6.35K -61 -2%
PAG
985
Powers Advisory Group
Illinois
$399K – – –
KIC
986
Keating Investment Counselors
Florida
$399K +$399K +3,835 New
MAM
987
Montchanin Asset Management
Delaware
$399K – – –
GF
988
Goodman Financial
Texas
$397K – – –
CA
989
Callahan Advisors
Texas
$396K – – –
FIM
990
Freedom Investment Management
Connecticut
$395K -$27.6K -265 -7%
MBT
991
Montecito Bank & Trust
California
$392K – – –
KWM
992
Kolinsky Wealth Management
New Jersey
$392K +$19.8K +190 +5%
PP
993
PDS Planning
Ohio
$392K +$416 +4 +0.1%
AGP
994
Autumn Glory Partners
Texas
$390K – – –
RVPG
995
Relative Value Partners Group
$390K – – –
FM
996
Foster & Motley
Ohio
$389K +$1.15K +11 +0.3%
WG
997
Welch Group
Alabama
$388K +$2.5K +24 +0.6%
CI Investments Inc
998
CI Investments Inc
Ontario, Canada
$387K +$17.8K +171 +5%
CIM
999
Corbyn Investment Management
Maryland
$387K – – –
FCH
1000
Freestone Capital Holdings
Washington
$384K -$17K -163 -4%
38 39
40
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