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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 %
WJA
1276
Willis Johnson & Associates
Texas
$202K +$202K +1,940 New
EHWM
1277
Eads & Heald Wealth Management
Georgia
$201K +$201K +1,931 New
V
1278
VeraBank
Texas
$201K +$201K +1,927 New
WSCM
1279
Wellington Shields Capital Management
New York
$197K – – –
FFA
1280
Farther Finance Advisors
California
$192K +$192K +1,848 New
WSC
1281
Wellington Shields & Co
New York
$191K – – –
CBT
1282
Central Bank & Trust
Kentucky
$185K – – –
BONH
1283
Bank of New Hampshire
New Hampshire
$184K – – –
GRP
1284
Global Retirement Partners
California
$184K +$71.4K +686 +64%
IUHSA
1285
Itau Unibanco Holding S.A.
Brazil
$184K -$53.3K -512 -23%
VC
1286
Vestor Capital
Illinois
$180K +$1.15K +11 +0.6%
TWM
1287
Tradition Wealth Management
Minnesota
$178K -$19.6K -189 -10%
HFM
1288
Harvest Fund Management
China
$176K +$11.7K +112 +7%
APC
1289
Aspire Private Capital
North Carolina
$174K – – –
C
1290
Covestor
United Kingdom
$171K +$17K +163 +11%
HBT
1291
Hills Bank & Trust
Iowa
$170K +$13.5K +130 +9%
NFSG
1292
Newbridge Financial Services Group
Florida
$168K +$14.5K +139 +9%
GGI
1293
Godsey & Gibb Inc
Virginia
$167K +$167K +1,607 New
PFBT
1294
Parkside Financial Bank & Trust
Missouri
$167K +$97K +932 +138%
MWM
1295
MinichMacGregor Wealth Management
New York
$162K +$162K +1,558 New
TF
1296
Tompkins Financial
New York
$161K -$3.44K -33 -2%
JWM
1297
Janiczek Wealth Management
Colorado
$160K +$13.4K +130 +9%
CWM
1298
Compass Wealth Management
Connecticut
$159K +$159K +1,531 New
1832 Asset Management
1299
1832 Asset Management
Ontario, Canada
$155K – – –
ST
1300
Smithfield Trust
Pennsylvania
$155K – – –
50 51
52
53 54