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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 %
AIM
1226
Anchor Investment Management
South Carolina
$227K – – –
AWA
1227
Alaska Wealth Advisors
Alaska
$226K +$226K +2,175 New
BGIM
1228
Brandywine Global Investment Management
Pennsylvania
$225K +$225K +2,160 New
TNB
1229
Thomasville National Bank
Georgia
$224K +$224K +2,154 New
HC
1230
Hamilton Capital
Ohio
$223K +$223K +2,144 New
BWP
1231
Baldwin Wealth Partners
Massachusetts
$223K +$209K +2,005 +1,453%
PB
1232
Pinnacle Bancorp
Nebraska
$223K -$3.85K -37 -2%
IGWM
1233
ICA Group Wealth Management
Colorado
$222K -$382K -3,699 -63%
First Eagle Investment Management
1234
First Eagle Investment Management
New York
$221K +$46.4K +446 +27%
PNC
1235
Park National Corp
Ohio
$221K +$221K +2,125 New
IP
1236
Ignite Planners
California
$221K +$221K +2,033 New
CCB
1237
Cutter & Co Brokerage
Missouri
$221K +$221K +2,123 New
MWP
1238
Meredith Wealth Planning
Illinois
$221K +$221K +2,121 New
H
1239
HoyleCohen
California
$219K +$219K +2,100 New
GCA
1240
Guardian Capital Advisors
Ontario, Canada
$218K +$218K +2,088 New
CCM
1241
Chiron Capital Management
Florida
$217K +$217K +2,089 New
WCM
1242
WealthBridge Capital Management
Ohio
$217K -$240K -2,304 -53%
EP
1243
Eudaimonia Partners
Tennessee
$217K -$102K -979 -32%
DFG
1244
Delta Financial Group
New Jersey
$216K +$216K +2,063 New
SW
1245
SlateStone Wealth
Florida
$215K +$215K +2,070 New
TCM
1246
TD Capital Management
Tennessee
$215K +$6.87K +66 +3%
BBHC
1247
Brown Brothers Harriman & Co
New York
$215K – – –
DTL
1248
Dynamic Technology Lab
Singapore
$215K +$215K +2,061 New
WFA
1249
Websterrogers Financial Advisors
South Carolina
$214K +$214K +2,053 New
MCM
1250
Manchester Capital Management
Vermont
$214K -$64K -615 -23%
48 49
50
51 52