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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
1
BlackRock
New York
$3.88B
2
Morgan Stanley
2
Morgan Stanley
New York
$725M
3
Holocene Advisors
3
Holocene Advisors
New York
$105M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$200M
5
Invesco
5
Invesco
Georgia
$483M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$622M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$143M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.43M
4
Citadel Advisors
4
Citadel Advisors
Florida
$182M
5
Aristotle Capital Management
5
Aristotle Capital Management
California
$857M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
101
Qube Research & Technologies (QRT)
United Kingdom
$34.8M +$34.8M +334,029 New
Mitsubishi UFJ Asset Management
102
Mitsubishi UFJ Asset Management
Japan
$34.6M +$3.26M +32,313 +10%
NIG
103
NFJ Investment Group
Texas
$34.2M -$8.83M -84,830 -21%
ARG
104
Advisory Resource Group
Oklahoma
$33.4M -$417K -4,007 -1%
TAM
105
Todd Asset Management
Kentucky
$33.2M -$113K -1,084 -0.3%
Allspring Global Investments
106
Allspring Global Investments
North Carolina
$32.8M +$20.7M +198,632 +170%
Canada Life
107
Canada Life
Manitoba, Canada
$31.9M +$1.6M +15,279 +5%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$31.7M +$597K +5,733 +2%
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$30.1M -$3.15M -30,269 -9%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$29.4M -$154K -1,480 -0.5%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$29.3M +$1.02M +9,762 +4%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.8M +$160K +1,536 +0.6%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$28.6M -$2.28M -21,897 -7%
Toronto Dominion Bank
114
Toronto Dominion Bank
Ontario, Canada
$28.5M +$1.94M +18,641 +7%
KBC Group
115
KBC Group
Belgium
$28.4M -$5.19M -49,837 -15%
ICG
116
InterOcean Capital Group
Tennessee
$28M +$389K +3,735 +1%
Canada Pension Plan Investment Board
117
Canada Pension Plan Investment Board
Ontario, Canada
$28M – – –
Baird Financial Group
118
Baird Financial Group
Wisconsin
$27.6M +$1.24M +11,867 +5%
US Bancorp
119
US Bancorp
Minnesota
$27.4M +$4.82M +46,333 +21%
AA
120
ALPS Advisors
Colorado
$27.1M +$26.7M +256,880 +6,979%
RCAMU
121
Rothschild & Co Asset Management US
Connecticut
$27M +$907K +8,711 +3%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$26.7M – – –
RIA
123
Recurrent Investment Advisors
Texas
$26.5M +$1.79M +17,220 +7%
GHA
124
GW Henssler & Associates
Georgia
$26.2M -$214K -2,054 -0.8%
Rafferty Asset Management
125
Rafferty Asset Management
New York
$25.9M +$1.13M +10,842 +5%
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5
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