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Phillips 66
PSX

Overview Fund Activity

1,530 hedge funds and large institutions have $30.9B invested in Phillips 66 in 2023 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 551 increasing their positions, 613 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.13%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.19%
New
102
Increased
551
Reduced
613
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$573M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M
3
Deutsche Bank
Deutsche Bank
Germany
+$91.4M
4
EIM
Elliott Investment Management
Florida
+$73.9M
5
IIM
INTECH Investment Management
Florida
+$49.4M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$2.99B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$379M
3
Renaissance Technologies
Renaissance Technologies
New York
-$114M
4
State Street
State Street
Massachusetts
-$109M
5
HF
HRT Financial
New York
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
226
Macquarie Group
Australia
$8.8M -$965K -10,118 -10%
MCM
227
Mattern Capital Management
Colorado
$8.76M +$382K +4,006 +5%
SOADOR
228
State of Alaska Department of Revenue
Alaska
$8.69M -$3.39M -35,580 -28%
APF
229
Alaska Permanent Fund
Alaska
$8.59M +$8.59M +90,052 New
HIMC
230
Heritage Investors Management Corp
Maryland
$8.55M +$763 +8 +0%
II
231
IFM Investors
Australia
$8.53M +$465K +4,877 +6%
BBL
232
Beck Bode LLC
Massachusetts
$8.39M +$8.39M +88,089 New
FFP
233
FourThought Financial Partners
Florida
$8.27M +$368K +3,855 +5%
AHC
234
Adell Harriman & Carpenter
Texas
$8.26M +$487K +5,093 +6%
RIA
235
RPG Investment Advisory
California
$8.16M -$94.2K -988 -1%
PHAM
236
Pacific Heights Asset Management
California
$8.11M – – –
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$7.81M -$278K -2,911 -3%
NA
238
NewEdge Advisors
Louisiana
$7.77M +$576K +6,037 +8%
VFM
239
Viking Fund Management
North Dakota
$7.73M +$4.48M +47,000 +138%
BB
240
Bell Bank
North Dakota
$7.68M -$324K -3,394 -4%
KAS
241
Kestra Advisory Services
Texas
$7.66M +$1.89M +19,845 +33%
COPPSERS
242
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.63M +$98.1K +1,028 +1%
Schroder Investment Management Group
243
Schroder Investment Management Group
United Kingdom
$7.58M -$1.17M -12,218 -13%
Canada Pension Plan Investment Board
244
Canada Pension Plan Investment Board
Ontario, Canada
$7.57M -$18M -189,200 -70%
URS
245
Utah Retirement Systems
Utah
$7.54M -$372K -3,900 -5%
Calamos Advisors
246
Calamos Advisors
Illinois
$7.48M – – –
YCM
247
Yousif Capital Management
Michigan
$7.47M -$91.8K -962 -1%
PR
248
Payden & Rygel
California
$7.26M -$1.33M -13,900 -15%
TCA
249
Tortoise Capital Advisors
Kansas
$7.21M -$959K -10,053 -12%
MIM
250
Marco Investment Management
Georgia
$7.11M -$146K -1,528 -2%
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10
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