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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.

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 Market Value Shares Shares
Change 		Shares
Change %
TAM
1551
Tucker Asset Management
Colorado
$1.04K 10 – –
VF
1552
VitalStone Financial
Texas
$1K 10 +10 New
CFFP
1553
Center for Financial Planning
Michigan
$729 7 – –
TWD
1554
True Wealth Design
Ohio
$729 7 +7 New
AWA
1555
Artemis Wealth Advisors
New York
$624 6 – –
TCOT
1556
Trust Company of Toledo
Ohio
$591 5,680 +400 +8%
HCM
1557
Hollencrest Capital Management
California
$520 5 +5 New
PP
1558
PFS Partners
New Jersey
$220 2 – –
RWPA
1559
Richard W. Paul & Associates
Michigan
$208 2 +2 New
AP
1560
Atwood & Palmer
Missouri
$104 1 – –
SJIM
1561
St. Johns Investment Management
Florida
$104 1 – –
TWP
1562
TFO Wealth Partners
Ohio
$101 1 +1 New
CMP
1563
Coston McIsaac & Partners
Maine
$20 200 – –
N
1564
Natixis
France
– – -321,449 Closed
Parallax Volatility Advisers
1565
Parallax Volatility Advisers
California
– – -125,823 Closed
BCM
1566
Bornite Capital Management
New York
– – -100,000 Closed
EF
1567
Empowered Funds
Pennsylvania
– – -82,187 Closed
WorldQuant Millennium Advisors
1568
WorldQuant Millennium Advisors
New York
– – -66,763 Closed
SWM
1569
Scissortail Wealth Management
Oklahoma
– – -48,642 Closed
IMPI
1570
Ilmarinen Mutual Pension Insurance
Finland
– – -48,100 Closed
MA
1571
MUFG Americas
New York
– – -45,949 Closed
VMPIC
1572
Varma Mutual Pension Insurance Co
Finland
– – -45,056 Closed
WMSA
1573
Weiss Multi-Strategy Advisers
New York
– – -34,663 Closed
Two Sigma Advisers
1574
Two Sigma Advisers
New York
– – -30,300 Closed
Walleye Trading
1575
Walleye Trading
New York
– – -27,667 Closed
61 62
63
64 65