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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 %
WC
1176
Whitney & Co
New York
$250K +$250K +2,400 New
BHBT
1177
Burke & Herbert Bank & Trust
Virginia
$249K +$249K +2,394 New
GW
1178
GW & Wade
Massachusetts
$249K +$249K +2,394 New
FBFS
1179
First Business Financial Services
Wisconsin
$248K +$248K +2,380 New
MIP
1180
Marietta Investment Partners
Wisconsin
$246K – – –
GSB
1181
Greenfield Savings Bank
Massachusetts
$246K +$246K +2,360 New
SFO
1182
Stokes Family Office
Louisiana
$245K +$245K +2,353 New
ACIM
1183
Azimuth Capital Investment Management
Michigan
$244K +$244K +2,349 New
FIA
1184
Foundations Investment Advisors
Arizona
$244K -$98.8K -949 -29%
SW
1185
SkyOak Wealth
Michigan
$244K +$244K +2,340 New
SAG
1186
SageView Advisory Group
California
$243K +$243K +2,337 New
HWMG
1187
Hurlow Wealth Management Group
Indiana
$243K +$243K +2,334 New
DBIA
1188
Dumont & Blake Investment Advisors
New Jersey
$242K +$242K +2,322 New
FNFDCM
1189
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$242K +$242K +2,325 New
TWA
1190
TCI Wealth Advisors
Arizona
$241K -$8.85K -85 -4%
CAM
1191
Covenant Asset Management
New Jersey
$240K +$240K +2,310 New
CCM
1192
Canal Capital Management
Virginia
$240K +$240K +2,308 New
SI
1193
Saxon Interests
Texas
$240K – – –
PSP
1194
Principal Street Partners
Tennessee
$240K +$240K +2,304 New
CFG
1195
Cooper Financial Group
California
$240K +$240K +2,302 New
LCM
1196
Liberty Capital Management
Michigan
$240K +$240K +2,302 New
PFA
1197
Pinnacle Family Advisors
Missouri
$239K +$239K +2,297 New
WFMPM
1198
Woodley Farra Manion Portfolio Management
Indiana
$239K +$239K +2,294 New
HBW
1199
Hazlett, Burt & Watson
West Virginia
$237K +$624 +6 +0.3%
FFN
1200
Focus Financial Network
Minnesota
$237K +$237K +2,274 New
46 47
48
49 50