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 %
SBIA
1001
Sheaff Brock Investment Advisors
Indiana
$383K -$41.2K -396 -10%
WSTAM
1002
Wilbanks Smith & Thomas Asset Management
Virginia
$382K +$13.7K +132 +4%
LWM
1003
Laidlaw Wealth Management
New York
$382K +$24.8K +238 +7%
BHWM
1004
Beaird Harris Wealth Management
Texas
$381K – – –
IG
1005
ING Group
Netherlands
$381K +$381K +3,659 New
IAMOG
1006
Investors Asset Management of Georgia
Georgia
$380K – – –
VRM
1007
Vectors Research Management
New York
$378K +$10.4K +100 +3%
SIG
1008
Spinnaker Investment Group
California
$378K – – –
HC
1009
HNP Capital
New York
$378K +$10.4K +100 +3%
BP
1010
Ballentine Partners
Massachusetts
$377K -$8.74K -84 -2%
WP
1011
WealthSource Partners
California
$377K -$270K -2,596 -42%
OPTFSNA
1012
Old Point Trust & Financial Services N A
Virginia
$375K – – –
LWCFA
1013
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$369K -$120K -1,150 -24%
HA
1014
Harbor Advisors
Florida
$369K – – –
MRCM
1015
M&R Capital Management
New Jersey
$369K +$47.1K +453 +15%
CA
1016
CoreCap Advisors
Michigan
$368K +$368K +3,537 New
SVWAG
1017
Sound View Wealth Advisors Group
Georgia
$368K +$368K +2,762 New
BA
1018
Ballew Advisors
Mississippi
$367K – – –
Jennison Associates
1019
Jennison Associates
New York
$367K +$367K +3,526 New
AIM
1020
Athena Investment Management
California
$365K +$8.95K +86 +3%
BAAM
1021
Baker Avenue Asset Management
California
$364K +$364K +3,502 New
TCM
1022
Tributary Capital Management
Nebraska
$364K – – –
DCM
1023
Deuterium Capital Management
Florida
$363K +$363K +3,489 New
JWWM
1024
Johnson & White Wealth Management
Pennsylvania
$363K +$3.77K +45 +1%
WPW
1025
Waldron Private Wealth
Pennsylvania
$362K – – –
39 40
41
42 43