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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 %
CWM
276
Congress Wealth Management
Massachusetts
$5.87M +$33.1K +347 +0.6%
MIM
277
Montgomery Investment Management
Maryland
$5.82M -$19.1K -200 -0.3%
OC
278
Oppenheimer & Co
New York
$5.82M +$407K +4,272 +8%
CAN
279
Cetera Advisor Networks
California
$5.79M -$49.5K -519 -0.8%
CIBC Private Wealth Group
280
CIBC Private Wealth Group
Georgia
$5.57M -$136K -1,421 -2%
ASN
281
Advisory Services Network
Georgia
$5.57M +$337K +3,538 +6%
PI
282
PGGM Investments
Netherlands
$5.56M +$1.89M +19,866 +52%
GWM
283
Geneos Wealth Management
Colorado
$5.53M +$875K +9,174 +19%
WI
284
Wintrust Investments
Illinois
$5.45M -$427K -4,477 -7%
AWM
285
AE Wealth Management
Kansas
$5.43M +$760K +7,967 +16%
EGM
286
Engineers Gate Manager
New York
$5.4M +$5.4M +56,659 New
Credit Agricole
287
Credit Agricole
France
$5.38M -$644K -6,756 -11%
WB
288
WesBanco Bank
West Virginia
$5.28M -$99.6K -1,044 -2%
UIM
289
USS Investment Management
United Kingdom
$5.26M +$687K +7,200 +15%
CB
290
Commerce Bank
Missouri
$5.24M -$51.3K -538 -1%
BCMO
291
Buckingham Capital Management (Ohio)
Ohio
$5.2M -$191K -2,001 -4%
NL
292
NKCFO LLC
Illinois
$5.2M – – –
CNB
293
Czech National Bank
Czech Republic
$5.18M -$52.4K -549 -1%
CWP
294
Cyndeo Wealth Partners
Florida
$5.16M +$1.36M +14,310 +36%
BKA
295
Brick & Kyle Associates
Pennsylvania
$5.16M +$6.15K +64 +0.1%
CWM
296
CIBC World Markets
New York
$5.13M +$2.88M +30,217 +128%
PAS
297
Park Avenue Securities
New York
$5.09M +$288K +3,018 +6%
Brown Advisory
298
Brown Advisory
Maryland
$5.08M -$277K -2,905 -5%
AUB
299
Atlantic Union Bankshares
Virginia
$5.08M -$646K -6,778 -11%
KCM
300
Kornitzer Capital Management
Kansas
$5.07M -$1.62K -17 -0%
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