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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 %
MFG
1076
Magnus Financial Group
New York
$317K +$31.9K +307 +11%
CBOR
1077
Community Bank of Raymore
Missouri
$316K +$316K +3,032 New
SWA
1078
SFMG Wealth Advisors
Texas
$315K -$9.58K -92 -3%
MFFIA
1079
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$314K +$314K +3,016 New
DWM
1080
Drive Wealth Management
Utah
$314K -$460K -4,421 -59%
CLOS
1081
Compagnie Lombard Odier SCmA
Switzerland
$313K -$208K -2,000 -40%
MIM
1082
Merrion Investment Management
New Jersey
$312K – – –
FNBOSM
1083
First National Bank of South Miami
Florida
$308K – – –
SS
1084
Simplicity Solutions
Minnesota
$307K +$20.1K +193 +7%
ACA
1085
Atlas Capital Advisors
Wyoming
$307K +$22.7K +218 +8%
SB
1086
Strategic Blueprint
Georgia
$306K +$306K +2,944 New
GLA
1087
Good Life Advisors
Pennsylvania
$305K -$625 -6 -0.2%
QP
1088
Quilter Plc
United Kingdom
$305K – – –
LC
1089
LCNB Corp
Ohio
$304K +$32.3K +310 +12%
SGCA
1090
Steel Grove Capital Advisors
Tennessee
$300K -$2.36M -22,629 -89%
FMLI
1091
Fukoku Mutual Life Insurance
Japan
$300K -$33.3K -320 -10%
FEM
1092
Fulcrum Equity Management
Texas
$298K +$29.2K +281 +11%
CSIA
1093
Carl Stuart Investment Advisor
Texas
$298K – – –
SCM
1094
Shelton Capital Management
Colorado
$297K -$2.22M -21,361 -88%
VWM
1095
Venturi Wealth Management
Texas
$295K +$295K +2,839 New
FA
1096
Faithward Advisors
Pennsylvania
$295K +$29.5K +283 +11%
IWA
1097
IVC Wealth Advisors
Pennsylvania
$293K +$7.08K +68 +2%
TL
1098
Tradewinds LLC
North Carolina
$292K -$185K -1,824 -39%
PFM
1099
Parsec Financial Management
North Carolina
$291K +$291K +2,799 New
BCM
1100
Basso Capital Management
Connecticut
$290K +$290K +2,787 New
42 43
44
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