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 %
WANY
1101
Wealthspire Advisors (New York)
New York
$288K +$288K +2,764 New
CB
1102
Cadence Bank
Mississippi
$287K – – –
LIA
1103
LBMC Investment Advisors
Tennessee
$287K +$104 +1 +0%
FBT
1104
First Bankers Trust
Kentucky
$286K -$18.8K -180 -6%
SCA
1105
STALEY CAPITAL ADVISERS
Pennsylvania
$285K – – –
AWM
1106
Angeles Wealth Management
California
$284K +$3.64K +35 +1%
RB
1107
Renasant Bank
Mississippi
$284K +$284K +2,724 New
SRG
1108
SBB Research Group
Illinois
$283K +$2.5K +24 +0.9%
WPC
1109
Wedmont Private Capital
Pennsylvania
$283K +$283K +2,680 New
EWM
1110
Empirical Wealth Management
Washington
$283K -$91.7K -881 -24%
NSAM
1111
North Star Asset Management
Wisconsin
$283K +$283K +2,715 New
LPIC
1112
LeJeune Puetz Investment Counsel
Michigan
$282K – – –
TSW
1113
Thompson Siegel & Walmsley
Virginia
$281K – – –
CWA
1114
Canvas Wealth Advisors
Kansas
$280K +$18.7K +182 +7%
DWA
1115
Douglass Winthrop Advisors
New York
$280K -$3.33K -32 -1%
CI
1116
CX Institutional
Indiana
$279K +$279K +2,682 New
MMG
1117
Monetary Management Group
Missouri
$279K – – –
PL
1118
Plancorp LLC
Missouri
$278K +$7.08K +68 +3%
DA
1119
Dover Advisors
Virginia
$278K +$278K +2,669 New
TA
1120
Tiedemann Advisors
New York
$277K +$2.81K +27 +1%
IA
1121
IFG Advisory
Georgia
$277K -$8.53K -82 -3%
NP
1122
NorthRock Partners
Minnesota
$277K +$277K +2,657 New
SFS
1123
Stiles Financial Services
Minnesota
$275K -$27.1K -260 -9%
HWA
1124
HCR Wealth Advisors
California
$275K -$44.4K -427 -14%
FMTC
1125
Farmers & Merchants Trust Company
California
$275K +$624 +6 +0.2%
43 44
45
46 47