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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 %
VVP
251
Venture Visionary Partners
Ohio
$7.07M +$99.2K +1,040 +1%
X
252
Xponance
Pennsylvania
$7.05M -$210K -2,205 -3%
VWA
253
Visionary Wealth Advisors
Illinois
$6.98M -$97.6K -1,023 -1%
FPCP
254
Fort Point Capital Partners
California
$6.83M – – –
Axa
255
Axa
France
$6.79M -$22.3M -233,586 -77%
OIM
256
Opus Investment Management
Massachusetts
$6.69M -$916K -9,600 -12%
DADC
257
D.A. Davidson & Co
Montana
$6.63M +$183K +1,920 +3%
WSFS
258
Wilmington Savings Fund Society
Delaware
$6.62M -$175K -1,834 -3%
OPCM
259
Osborne Partners Capital Management
California
$6.61M +$96.7K +1,014 +1%
MYIA
260
Mount Yale Investment Advisors
Colorado
$6.56M -$196K -2,054 -3%
FRM
261
Foundation Resource Management
Arkansas
$6.49M -$2.19K -23 -0%
Janus Henderson Group
262
Janus Henderson Group
United Kingdom
$6.4M -$650K -6,818 -9%
NYLIM
263
New York Life Investment Management
New York
$6.38M -$773K -8,103 -11%
MOACM
264
Mutual of America Capital Management
New York
$6.3M -$63.8K -669 -1%
RFM
265
Royal Fund Management
Florida
$6.25M +$1.34K +14 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$6.22M +$4.04M +42,391 +186%
Federated Hermes
267
Federated Hermes
Pennsylvania
$6.22M +$1.51M +15,878 +32%
SB
268
Simmons Bank
Arkansas
$6.17M +$362K +3,796 +6%
CCG
269
Cypress Capital Group
Florida
$6.14M +$52K +545 +0.9%
AIM
270
Artemis Investment Management
United Kingdom
$6.08M -$48.9M -513,667 -89%
DWP
271
Daymark Wealth Partners
Ohio
$6.01M +$3.4M +35,621 +130%
AIMC
272
Alley Investment Management Company
Illinois
$5.94M +$72.6K +761 +1%
BNP Paribas Asset Management
273
BNP Paribas Asset Management
France
$5.94M +$336K +3,526 +6%
FAT
274
First American Trust
California
$5.89M +$73.7K +773 +1%
LP
275
LMR Partners
United Kingdom
$5.87M +$5.87M +61,520 New
9 10
11
12 13