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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 %
FPGT
1026
Financial Partners Group (Tennessee)
Tennessee
$361K +$361K +3,471 New
CFGS
1027
Concourse Financial Group Securities
Alabama
$361K +$9.78K +94 +3%
GFP
1028
Gryphon Financial Partners
Ohio
$359K -$728 -7 -0.2%
RBFC
1029
Roman Butler Fullerton & Co
Missouri
$359K -$88.2K -860 -20%
CBT
1030
CoreFirst Bank & Trust
Kansas
$358K – – –
CG
1031
Clifford Group
Massachusetts
$358K +$358K +3,440 New
DILIC
1032
Dai-ichi Life Insurance Company
Japan
$358K – – –
MIM
1033
MTM Investment Management
South Carolina
$357K – – –
OFS
1034
OneAscent Financial Services
Alabama
$356K -$47.8K -459 -12%
TWM
1035
Tolleson Wealth Management
Texas
$356K – – –
JIC
1036
Joel Isaacson & Co
New York
$353K -$19.6K -188 -5%
APP
1037
Avantax Planning Partners
Iowa
$353K -$58.8K -565 -14%
TAM
1038
Townsend Asset Management
North Carolina
$351K +$351K +3,374 New
BJL
1039
Brighton Jones LLC
Washington
$351K +$49.8K +478 +17%
SIM
1040
Sentry Investment Management
Wisconsin
$350K +$17.1K +164 +5%
TVAMP
1041
Tennessee Valley Asset Management Partners
Tennessee
$349K -$13.1K -126 -4%
AIM
1042
Allen Investment Management
New York
$348K – – –
GJIC
1043
Gamble Jones Investment Counsel
California
$347K +$208 +2 +0.1%
GIA
1044
GHP Investment Advisors
Colorado
$347K -$20.8K -200 -6%
CAL
1045
Capital Analysts LLC
Pennsylvania
$346K +$8.74K +84 +3%
EM
1046
Excalibur Management
Massachusetts
$346K – – –
ST
1047
Spinnaker Trust
Maine
$344K -$13.8K -133 -4%
RSWM
1048
Robertson Stephens Wealth Management
California
$341K -$4.16K -40 -1%
CCM
1049
Chilton Capital Management
Texas
$341K +$32.2K +309 +10%
TWM
1050
Tanager Wealth Management
United Kingdom
$340K +$19.2K +184 +6%
40 41
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