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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 %
IAS
1151
Insigneo Advisory Services
Florida
$261K +$261K +2,512 New
APW
1152
Acima Private Wealth
Virginia
$260K – – –
BCA
1153
Bray Capital Advisors
Florida
$258K +$1.67K +16 +0.6%
GG
1154
Greenwood Gearhart
Arkansas
$257K +$257K +2,470 New
KBFS
1155
Kohmann Bosshard Financial Services
Ohio
$257K +$257K +2,468 New
AA
1156
Apriem Advisors
California
$256K +$256K +2,462 New
HI
1157
Harbour Investments
Wisconsin
$256K -$4.79K -46 -2%
BIC
1158
Beach Investment Counsel
Pennsylvania
$256K +$256K +2,460 New
DI
1159
Disciplined Investments
Oklahoma
$256K -$4.52M -43,422 -95%
MA
1160
Montag & Associates
Georgia
$255K +$4.68K +45 +2%
AFG
1161
Allegheny Financial Group
Pennsylvania
$254K +$254K +2,444 New
GA
1162
Greytown Advisors
Florida
$254K +$254K +2,443 New
BCA
1163
Bay Colony Advisors
Massachusetts
$254K +$254K +2,442 New
Jones Financial Companies
1164
Jones Financial Companies
Missouri
$254K +$4.47K +43 +2%
MWM
1165
Modera Wealth Management
New Jersey
$253K +$253K +2,432 New
BDWCC
1166
B&D White Capital Company
Texas
$253K +$253K +2,432 New
HWAM
1167
Hennion & Walsh Asset Management
New Jersey
$253K -$127K -1,218 -33%
BMA
1168
Brooks Moore & Associates
Tennessee
$253K +$253K +2,429 New
DWM
1169
Denver Wealth Management
Colorado
$253K +$253K +2,433 New
APG
1170
Abacus Planning Group
South Carolina
$253K -$104K -1,000 -29%
MWPCG
1171
Measured Wealth Private Client Group
New Hampshire
$253K +$253K +2,430 New
MHS
1172
M Holdings Securities
Oregon
$252K +$252K +2,420 New
T
1173
TCWP
Ohio
$251K -$27.3K -262 -10%
AWM
1174
Aries Wealth Management
Maine
$250K – – –
IIM
1175
Ipswich Investment Management
Massachusetts
$250K +$250K +2,400 New
45 46
47
48 49