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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 %
KA
1126
KLCM Advisors
Wisconsin
$274K +$15.2K +146 +6%
JE
1127
JMAC Enterprises
Pennsylvania
$274K -$83.3K -800 -23%
FF
1128
Fluent Financial
Texas
$272K -$3.11M -29,900 -92%
MPAM
1129
Murphy Pohlad Asset Management
Minnesota
$271K – – –
Dodge & Cox
1130
Dodge & Cox
California
$271K -$104K -1,000 -28%
FCBT
1131
First Citizens Bank & Trust
North Carolina
$270K +$270K +2,592 New
CCT
1132
Chemung Canal Trust
New York
$269K – – –
MA
1133
MONECO Advisors
Connecticut
$269K -$72.4K -696 -21%
BCM
1134
Brainard Capital Management
Texas
$268K +$268K +2,576 New
SCM
1135
Stevens Capital Management
Pennsylvania
$268K -$415K -3,986 -61%
PK
1136
Pflug Koory
Nebraska
$268K -$12.4K -119 -4%
MWP
1137
Moller Wealth Partners
$267K – – –
PC
1138
Port Capital
Illinois
$267K -$24.5K -236 -8%
MSAM
1139
Moloney Securities Asset Management
Missouri
$266K -$6.25K -60 -2%
GCM
1140
Gables Capital Management
Florida
$266K -$10.4K -100 -4%
DTC
1141
Davidson Trust Company
Washington
$266K – – –
MA
1142
MAS Advisors
Florida
$265K +$265K +2,550 New
EW
1143
Evoke Wealth
California
$265K +$2.71K +26 +1%
LCM
1144
Leisure Capital Management
California
$265K +$265K +2,542 New
BB
1145
Bell Bank
North Dakota
$264K – – –
DMBA
1146
Deseret Mutual Benefit Administrators
Utah
$264K -$252K -2,426 -49%
OWP
1147
Obermeyer Wealth Partners
Colorado
$264K – – –
FFBTD
1148
First Financial Bank - Trust Division
Ohio
$263K – – –
PT
1149
Plimoth Trust
Massachusetts
$263K – – –
XSC
1150
X-Square Capital
Puerto Rico
$262K +$1.35K +13 +0.5%
44 45
46
47 48