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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
BlackRock
New York
$3.88B
2
Morgan Stanley
Morgan Stanley
New York
$725M
3
Holocene Advisors
Holocene Advisors
New York
$105M
4
First Trust Advisors
First Trust Advisors
Illinois
$200M
5
Invesco
Invesco
Georgia
$483M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$622M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$143M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.43M
4
Citadel Advisors
Citadel Advisors
Florida
$182M
5
Aristotle Capital Management
Aristotle Capital Management
California
$857M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
176
Nomura Asset Management
Japan
$13.7M +$449K +4,312 +3%
ASRS
177
Arizona State Retirement System
Arizona
$13.6M +$31K +298 +0.2%
OAM
178
Oppenheimer Asset Management
New York
$13.4M +$249K +2,392 +2%
BTCPP
179
Border to Coast Pensions Partnership
United Kingdom
$13.4M – – –
SOMRS
180
State of Michigan Retirement System
Michigan
$13.4M -$187K -1,800 -1%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$13.4M -$674K -6,475 -5%
Corient Private Wealth
182
Corient Private Wealth
Florida
$13.3M +$13.3M +128,150 New
AAIM
183
American Assets Investment Management
California
$13.3M – – –
Mirae Asset Global Investments
184
Mirae Asset Global Investments
South Korea
$13.2M +$2.54M +24,397 +24%
HLCM
185
Hi-Line Capital Management
South Dakota
$13.1M +$113K +1,090 +0.9%
GC
186
Guggenheim Capital
Illinois
$13M -$495K -4,756 -4%
TIP
187
Torray Investment Partners
Maryland
$12.9M -$380K -3,647 -3%
MIM
188
MetLife Investment Management
New Jersey
$12.8M -$443K -4,256 -3%
AB
189
Amalgamated Bank
New York
$12.8M -$346K -3,326 -3%
FVCM
190
F&V Capital Management
Florida
$12.8M -$22.9K -220 -0.2%
ABC
191
Associated Banc-Corp
Wisconsin
$12.6M +$155K +1,486 +1%
SFA
192
Sequoia Financial Advisors
Ohio
$12.6M +$4.55M +43,679 +57%
ProShare Advisors
193
ProShare Advisors
Maryland
$12.5M -$269K -2,583 -2%
WAM
194
Wallington Asset Management
Indiana
$12.3M +$256K +2,460 +2%
MDCM
195
Morgan Dempsey Capital Management
Wisconsin
$12.3M +$418K +4,012 +4%
DFO
196
Duquesne Family Office
New York
$11.8M +$11.8M +113,850 New
SDIC
197
South Dakota Investment Council
South Dakota
$11.8M -$739K -7,100 -6%
BIM
198
Bridgecreek Investment Management
Oklahoma
$11.8M -$302K -2,900 -3%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$1.47M +14,152 +15%
LKIM
200
Lawson Kroeker Investment Management
Nebraska
$11.3M -$445K -4,275 -4%
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