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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 Holding Trade Value Shares
Change 		Shares
Change %
EFS
1576
Econ Financial Services
Pennsylvania
– -$1.81M -22,423 Closed
Wealth Enhancement Advisory Services
1577
Wealth Enhancement Advisory Services
Minnesota
– -$1.76M -19,066 Closed
HT
1578
HAP Trading
New York
– -$1.52M -18,833 Closed
MFS
1579
Mirabella Financial Services
United Kingdom
– -$1.5M -18,578 Closed
OPPTF
1580
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$1.48M -17,740 Closed
SC
1581
Shay Capital
New York
– -$802K -9,935 Closed
HIP
1582
HUB Investment Partners
Texas
– -$773K -9,574 Closed
FTUS
1583
Flow Traders U.S.
New York
– -$687K -8,512 Closed
IAA
1584
Independent Advisor Alliance
North Carolina
– -$648K -8,023 Closed
XT
1585
XTX Topco
Cayman Islands
– -$571K -7,080 Closed
NHC
1586
Nicholas Hoffman & Company
Georgia
– -$528K -6,546 Closed
SCP
1587
Stamos Capital Partners
California
– -$524K -6,490 Closed
CCMD
1588
Cypress Capital Management (Delaware)
Delaware
– -$524K -6,487 Closed
MM
1589
Meridian Management
Arkansas
– -$513K -6,352 Closed
SKK
1590
Shepherd Kaplan Krochuk
Massachusetts
– -$488K -6,050 Closed
ACG
1591
Allen Capital Group
Nebraska
– -$487K -6,031 Closed
BAM
1592
Blueshift Asset Management
New Jersey
– -$451K -5,591 Closed
AMC
1593
Asset Management Corp
Illinois
– -$420K -5,199 Closed
PG
1594
Pendal Group
Australia
– -$410K -5,076 Closed
FFWM
1595
Future Financial Wealth Management
Ohio
– -$355K -4,331 Closed
WWA
1596
WCG Wealth Advisors
Nevada
– -$348K -4,307 Closed
Nomura Holdings
1597
Nomura Holdings
Japan
– -$343K -4,250 Closed
PTC
1598
Petrus Trust Company
Texas
– -$331K -4,101 Closed
CP
1599
Cumberland Partners
Ontario, Canada
– -$323K -3,995 Closed
MIM
1600
Meixler Investment Management
Arizona
– -$319K -3,951 Closed
62 63
64
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