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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 %
PAMS
126
Pictet Asset Management (Switzerland)
Switzerland
$25.9M +$2.14M +20,539 +9%
Acadian Asset Management
127
Acadian Asset Management
Massachusetts
$25.7M +$12M +114,881 +87%
PI
128
PineBridge Investments
New York
$25M -$2.4M -23,094 -9%
HighTower Advisors
129
HighTower Advisors
Illinois
$24.1M +$113K +1,087 +0.5%
SFM
130
Stack Financial Management
Montana
$23.5M +$59.1K +568 +0.3%
ZIC
131
ZWJ Investment Counsel
Georgia
$22.9M -$89.7K -862 -0.4%
Ninety One (UK)
132
Ninety One (UK)
United Kingdom
$22.5M +$2.25M +21,587 +11%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$22.5M -$256K -2,458 -1%
Creative Planning
134
Creative Planning
Kansas
$22.5M +$9.78M +93,921 +77%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$22.4M +$74.6K +717 +0.3%
Susquehanna International Group
136
Susquehanna International Group
Pennsylvania
$22.3M -$4.32M -41,502 -16%
MML Investors Services
137
MML Investors Services
Massachusetts
$21.8M +$2.31M +22,202 +12%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$21.6M +$658K +6,322 +3%
Squarepoint
139
Squarepoint
New York
$21.6M -$28.1M -270,369 -57%
PI
140
Putnam Investments
Massachusetts
$21.5M -$6.35M -60,982 -23%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$21.4M -$867K -8,331 -4%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$21.4M -$106K -1,020 -0.5%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$20.7M +$6.33M +60,778 +44%
Alyeska Investment Group
144
Alyeska Investment Group
Illinois
$20.4M +$20.4M +196,132 New
BF
145
BOK Financial
Oklahoma
$20.4M +$124K +1,187 +0.6%
Asset Management One
146
Asset Management One
Japan
$19.9M -$734K -7,053 -4%
HP
147
Hikari Power
Japan
$19.8M – – –
TD Asset Management
148
TD Asset Management
Ontario, Canada
$19.7M +$346K +3,328 +2%
ANRF
149
Adams Natural Resources Fund
Maryland
$19.4M +$8.32M +79,900 +75%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$19M -$1.3M -12,531 -6%
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