Phillips 66
1,573 hedge funds and large institutions have $35.2B invested in Phillips 66 in 2022 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 560 increasing their positions, 506 reducing their positions, and 75 closing their positions.
240% more first-time investments, than exits
New positions opened: 255 | Existing positions closed: 75
29% more capital invested
Capital invested by funds: $27.3B → $35.2B (+$7.97B)
24% more call options, than puts
Call options by funds: $614M | Put options by funds: $494M
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
11% more funds holding
Funds holding: 1,418 → 1,573 (+155)
11% more repeat investments, than reductions
Existing positions increased: 560 | Existing positions reduced: 506
0.97% more ownership
Funds ownership: 70.42% → 71.39% (+0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$205M |
| 2 |
Morgan Stanley
New York
|
+$99M |
| 3 |
Holocene Advisors
New York
|
+$96.6M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$92.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$83.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$197M |
| 2 |
D.E. Shaw & Co
New York
|
-$177M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$82.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$72.1M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
-$58.2M |
PSX Hedge Fund Activity: Q4 2022 in Review
1,573 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2022, worth a combined $35.2B — up 29% from $27.3B a quarter earlier.
Buyers outnumbered sellers: 255 funds opened new PSX positions and 75 closed out — a net gain of 180 holders — while 560 added to existing stakes and 506 trimmed.
The largest buyer was BlackRock, adding an estimated $205M. The largest seller was Wellington Management Group, cutting an estimated $197M.
- 1,573 institutional investors held Phillips 66 (PSX) as of Q4 2022, up from 1,418 in Q3 2022.
- Funds reported $35.2B of Phillips 66 stock for Q4 2022, up 29% quarter-over-quarter.
- 255 funds opened new Phillips 66 positions in Q4 2022 and 75 closed out, a net change of +180 holders.
- The largest Phillips 66 buyer in Q4 2022 was BlackRock, an estimated $205M added.
- The largest Phillips 66 seller in Q4 2022 was Wellington Management Group, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2022.