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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 %
Jacobs Levy Equity Management
301
Jacobs Levy Equity Management
New Jersey
$5.01M +$1.78M +18,624 +55%
FFIC
302
First Fiduciary Investment Counsel
Ohio
$4.96M +$226K +2,372 +5%
NAM
303
Nissay Asset Management
Japan
$4.92M -$288K -3,023 -6%
TAM
304
Tocqueville Asset Management
New York
$4.91M -$176K -1,850 -3%
KNW
305
Kesler Norman & Wride
Utah
$4.88M +$258K +2,709 +6%
AI
306
Atria Investments
North Carolina
$4.87M +$55.1K +578 +1%
SC
307
Scotia Capital
Ontario, Canada
$4.87M +$738K +7,733 +18%
CAM
308
Cresset Asset Management
Illinois
$4.83M +$3.58M +37,489 +285%
NB
309
Norinchukin Bank
Japan
$4.81M +$1.77M +18,595 +58%
ACM
310
Advisors Capital Management
New Jersey
$4.79M +$180K +1,886 +4%
RC
311
RBF Capital
California
$4.77M – – –
SIC
312
Salem Investment Counselors
North Carolina
$4.76M +$126K +1,325 +3%
AIM
313
Aigen Investment Management
New York
$4.7M +$4.7M +49,301 New
Cohen & Steers
314
Cohen & Steers
New York
$4.68M -$651K -6,825 -12%
FNBOO
315
First National Bank of Omaha
Nebraska
$4.67M -$184K -1,925 -4%
GIBU
316
Gulf International Bank (UK)
United Kingdom
$4.66M -$1.48M -15,571 -24%
BCM
317
Bridgeway Capital Management
Texas
$4.62M – – –
LIM
318
Leavell Investment Management
Alabama
$4.6M +$277K +2,900 +6%
Wealthfront Advisers
319
Wealthfront Advisers
California
$4.54M -$422K -4,423 -8%
NC
320
NewSquare Capital
Pennsylvania
$4.54M +$304K +3,190 +7%
AAS
321
Avantax Advisory Services
Texas
$4.52M -$1.75M -18,296 -28%
BMSSC
322
B. Metzler seel. Sohn & Co
Germany
$4.48M +$1.28M +13,427 +40%
RIL
323
Rothschild Investment LLC
Illinois
$4.48M +$35.6K +373 +0.8%
RB
324
Rodgers Brothers
Pennsylvania
$4.48M +$215K +2,250 +5%
BFG
325
Berger Financial Group
Minnesota
$4.44M -$115K -1,201 -3%
11 12
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