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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 %
AWA
1251
Aaron Wealth Advisors
Illinois
$213K +$213K +2,046 New
BCB
1252
Brian C. Broderick
$213K +$213K +2,045 New
SIA
1253
Schechter Investment Advisors
Michigan
$213K +$213K +2,042 New
CWM
1254
Cabot Wealth Management
Massachusetts
$212K +$212K +2,035 New
DC
1255
Defender Capital
North Carolina
$212K +$212K +2,036 New
EDRIA
1256
Edmonds Duncan Registered Investment Advisors
Kansas
$211K +$211K +2,030 New
PCMC
1257
Private Capital Management (Colorado)
Colorado
$211K +$211K +2,027 New
SFG
1258
Sovereign Financial Group
Connecticut
$211K +$211K +2,027 New
ZIG
1259
Zullo Investment Group
Pennsylvania
$211K +$208 +2 +0.1%
WI
1260
WrapManager Inc
California
$210K +$210K +2,013 New
AL
1261
Aspiriant LLC
California
$210K +$210K +2,017 New
ATIA
1262
American Trust Investment Advisors
New Hampshire
$210K +$210K +2,015 New
MGAM
1263
McGowan Group Asset Management
Texas
$209K +$209K +2,012 New
BFM
1264
Boston Financial Management
Massachusetts
$209K +$209K +2,008 New
CFA
1265
CWS Financial Advisors
Michigan
$209K -$25.2K -309 -11%
BST
1266
Bath Savings Trust
Maine
$208K +$208K +1,995 New
PFGIA
1267
Patriot Financial Group Insurance Agency
Massachusetts
$207K +$207K +1,990 New
CA
1268
Carson Advisory
Georgia
$206K +$206K +1,984 New
CIC
1269
Crawford Investment Counsel
Georgia
$206K +$206K +1,981 New
FRA
1270
Front Row Advisors
California
$206K – – –
ABLA
1271
Alan B. Lancz & Associates
Ohio
$206K – – –
CS
1272
Cannell & Spears
New York
$204K +$204K +1,962 New
TAM
1273
Trillium Asset Management
Massachusetts
$204K +$204K +1,961 New
EFG
1274
Everhart Financial Group
Ohio
$204K +$204K +1,958 New
CCWM
1275
Cassaday & Co Wealth Management
Virginia
$204K +$204K +1,956 New
49 50
51
52 53