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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
25.24%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.23B 50,216,131 -427,975 -0.8%
BlackRock
2
BlackRock
New York
$3.88B 37,326,665 +2,001,556 +6%
State Street
3
State Street
Massachusetts
$3.4B 32,658,855 -354,802 -1%
Wells Fargo
4
Wells Fargo
California
$1.75B 16,802,175 +98,162 +0.6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.04B 10,021,875 +782,568 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.01B 9,757,799 -99,030 -1%
Aristotle Capital Management
7
Aristotle Capital Management
California
$857M 8,234,663 -569,139 -6%
Morgan Stanley
8
Morgan Stanley
New York
$725M 6,961,625 +968,055 +16%
Bank of America
9
Bank of America
North Carolina
$676M 6,492,730 +121,896 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$622M 5,976,999 -1,923,044 -24%
Barrow, Hanley, Mewhinney & Strauss
11
Barrow, Hanley, Mewhinney & Strauss
Texas
$622M 5,972,638 -550,412 -8%
Northern Trust
12
Northern Trust
Illinois
$512M 4,923,272 -91,642 -2%
Invesco
13
Invesco
Georgia
$483M 4,641,068 +819,151 +21%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$476M 4,573,874 +218,771 +5%
AWA
15
Arete Wealth Advisors
Illinois
$467M 4,490 -51 -1%
UBS Group
16
UBS Group
Switzerland
$423M 4,063,142 +272,502 +7%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$380M 3,652,893 -527,467 -13%
Legal & General Group
18
Legal & General Group
United Kingdom
$366M 3,512,615 -266,490 -7%
Norges Bank
19
Norges Bank
Norway
$364M 3,499,591 +90,165 +3%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$350M 3,362,418 +211,712 +7%
Charles Schwab
21
Charles Schwab
California
$318M 3,057,280 -119,879 -4%
Amundi
22
Amundi
France
$306M 3,015,010 +555,799 +23%
UBS AM
23
UBS AM
Illinois
$283M 2,717,547 +243,449 +10%
LSV Asset Management
24
LSV Asset Management
Illinois
$277M 2,661,745 -107,900 -4%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$215M 2,068,446 +435,793 +27%
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