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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 %
AWP
1201
Abacus Wealth Partners
California
$237K +$237K +2,274 New
CHA
1202
Carmichael Hill & Associates
Maryland
$235K +$937 +9 +0.4%
RIA
1203
Regal Investment Advisors
Michigan
$235K -$165K -1,584 -41%
DCM
1204
Donaldson Capital Management
Indiana
$235K +$235K +2,254 New
AIM
1205
Aigen Investment Management
New York
$234K +$234K +2,252 New
RFA
1206
Resurgent Financial Advisors
Georgia
$233K +$233K +2,243 New
WIM
1207
Warwick Investment Management
Texas
$233K +$233K +2,243 New
CFA
1208
Compass Financial Advisors
Indiana
$233K +$233K +2,237 New
GHAM
1209
Gilman Hill Asset Management
Connecticut
$233K +$233K +2,237 New
BFPW
1210
BOK Financial Private Wealth
Colorado
$232K – – –
CWG
1211
Cornerstone Wealth Group
North Carolina
$232K +$232K +2,224 New
LWANC
1212
Laurel Wealth Advisors (North Carolina)
North Carolina
$231K -$4.37K -42 -2%
SIAP
1213
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$231K -$26K -250 -10%
FCCM
1214
First City Capital Management
Georgia
$231K +$231K +2,221 New
PIA
1215
Perennial Investment Advisors
California
$231K +$231K +2,217 New
CSI
1216
Cross Staff Investments
New York
$230K +$230K +2,209 New
NICM
1217
Neo Ivy Capital Management
New York
$229K +$88.5K +849 +63%
WTB
1218
Washington Trust Bank
Washington
$229K +$229K +2,201 New
SRC
1219
Shufro Rose & Co
New York
$229K +$229K +2,199 New
BFA
1220
Beaumont Financial Advisors
Massachusetts
$229K +$229K +2,197 New
CCA
1221
Cadent Capital Advisors
Oklahoma
$229K +$229K +2,196 New
TFO
1222
Tarbox Family Office
California
$228K +$228K +2,191 New
HCP
1223
Hexagon Capital Partners
Arkansas
$228K +$21.3K +205 +10%
SG
1224
Stonnington Group
California
$227K -$9.14K -90 -4%
EFG
1225
Ethos Financial Group
Pennsylvania
$227K +$227K +2,179 New
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