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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 %
HFS
1326
Hantz Financial Services
Michigan
$112K -$8.95K -86 -7%
GBT
1327
Grove Bank & Trust
Florida
$110K +$110K +1,056 New
TFS
1328
TrustCore Financial Services
Tennessee
$108K +$17.8K +171 +20%
AWM
1329
Accurate Wealth Management
Florida
$108K +$108K +1,063 New
MFA
1330
McClarren Financial Advisors
Pennsylvania
$106K +$936 +9 +0.9%
SOW
1331
State of Wyoming
Wyoming
$105K -$4.16K -40 -4%
ETH
1332
Exos TFP Holdings
New York
$105K +$75.1K +722 +252%
MWA
1333
Miller Wealth Advisors
Colorado
$105K +$43.3K +456 +70%
LFG
1334
Larson Financial Group
Missouri
$104K -$3.96K -38 -4%
BWA
1335
BDO Wealth Advisors
Florida
$104K – – –
HCM
1336
Highlander Capital Management
New Jersey
$103K – – –
GFPC
1337
Global Financial Private Client
Florida
$103K – – –
SSG
1338
Summit Securities Group
New York
$102K -$107K -1,023 -51%
TC
1339
Trust Company
Kansas
$102K +$3.55K +34 +4%
GTAM
1340
Global Trust Asset Management
Florida
$100K – – –
ME
1341
McIlrath & Eck
Washington
$95.9K +$104 +1 +0.1%
EWM
1342
Evermay Wealth Management
Virginia
$93.7K – – –
HNWAG
1343
High Net Worth Advisory Group
Florida
$93.5K +$208 +2 +0.2%
PMFA
1344
Plante Moran Financial Advisors
Michigan
$90.8K -$624 -6 -0.7%
MSFP
1345
Mark Sheptoff Financial Planning
Connecticut
$89.5K – – –
OIA
1346
Optimum Investment Advisors
Illinois
$87.2K – – –
AIM
1347
Achmea Investment Management
Netherlands
$87K +$41.5K +425 +91%
CB
1348
CNB Bank
Pennsylvania
$86.8K -$55.8K -536 -39%
SBL
1349
Sargent Bickham Lagudis
Colorado
$85.7K – – –
SCA
1350
Stonebridge Capital Advisors
Minnesota
$83.8K -$2.29K -22 -3%
52 53
54
55 56