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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 %
GCP
1601
GSA Capital Partners
United Kingdom
– – -3,822 Closed
ESCM
1602
Echo Street Capital Management
New York
– – -3,812 Closed
RWM
1603
Ritholtz Wealth Management
New York
– – -3,714 Closed
EOCM
1604
Energy Opportunities Capital Management
Texas
– – -3,455 Closed
IP
1605
Investment Partners
Ohio
– – -3,375 Closed
MM
1606
MQS Management
New York
– – -3,310 Closed
Tudor Investment Corp
1607
Tudor Investment Corp
Connecticut
– – -3,232 Closed
TSS
1608
Two Sigma Securities
New York
– – -2,894 Closed
LHC
1609
Little House Capital
Massachusetts
– – -2,866 Closed
LP
1610
LGL Partners
Pennsylvania
– – -2,788 Closed
LSPW
1611
Lake Street Private Wealth
Illinois
– – -2,763 Closed
NWM
1612
Northcape Wealth Management
New York
– – -2,626 Closed
IAIM
1613
International Assets Investment Management
Florida
– – -2,589 Closed
NB
1614
Northwest Bancshares
Pennsylvania
– – -2,526 Closed
PCMF
1615
Private Capital Management (Florida)
Florida
– – -2,487 Closed
CAM
1616
Columbia Asset Management
Michigan
– – -1,878 Closed
APP
1617
Alpha Paradigm Partners
Illinois
– – -1,842 Closed
Simplex Trading
1618
Simplex Trading
Illinois
– – -1,792 Closed
FDCC
1619
Foster Dykema Cabot & Co
Massachusetts
– – -1,017 Closed
TIM
1620
Tevis Investment Management
Texas
– – -1,000 Closed
ARIS
1621
Advanced Research Investment Solutions
California
– – -942 Closed
HI
1622
Hudock Inc
Pennsylvania
– – -919 Closed
EIP
1623
Ellis Investment Partners
Pennsylvania
– – -841 Closed
SWM
1624
Selective Wealth Management
Virginia
– – -795 Closed
AIM
1625
Axiom Investment Management
New York
– – -663 Closed
63 64
65
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