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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 %
DWM
326
Dakota Wealth Management
Florida
$4.42M +$1.02M +10,746 +30%
TCM
327
Teza Capital Management
Illinois
$4.39M +$2.48M +26,019 +130%
DI
328
Disciplined Investments
Oklahoma
$4.38M -$382 -4 -0%
CCB
329
Country Club Bank
Missouri
$4.37M -$299K -3,168 -6%
SC
330
Stolper & Co
Oklahoma
$4.26M -$17.1K -179 -0.4%
TCM
331
Telos Capital Management
California
$4.26M +$26K +273 +0.6%
PAG
332
Private Advisor Group
New Jersey
$4.25M -$35.3K -343 -0.8%
Luther King Capital Management (LKCM)
333
Luther King Capital Management (LKCM)
Texas
$4.22M +$202K +2,120 +5%
GIA
334
Gateway Investment Advisers
Ohio
$4.22M +$900K +9,436 +27%
MCP
335
Mirador Capital Partners
California
$4.21M -$27.9K -293 -0.7%
CTA
336
Colonial Trust Advisors
South Carolina
$4.2M +$167K +1,756 +4%
OSAM
337
O'Shaughnessy Asset Management
Connecticut
$4.18M -$294K -3,086 -7%
LFAS
338
Level Four Advisory Services
Texas
$4.17M -$4.48K -47 -0.1%
BFG
339
Beacon Financial Group
Texas
$4.17M -$35.5K -375 -0.8%
Bank of Nova Scotia
340
Bank of Nova Scotia
Ontario, Canada
$4.16M +$310K +3,248 +8%
UCFA
341
United Capital Financial Advisors
Texas
$4.13M -$1.18M -12,395 -22%
AA
342
Ancora Advisors
Ohio
$4.12M -$88.3K -926 -2%
CIC
343
Canal Insurance Company
South Carolina
$4.05M +$954K +10,000 +31%
UB
344
UMB Bank
Missouri
$4.05M -$1.53K -16 -0%
SWA
345
Stratos Wealth Advisors
Ohio
$4.04M -$165K -1,728 -4%
SIA
346
Sovereign Investment Advisors
Arizona
$4.02M – – –
TYCC
347
Texas Yale Capital Corp
Florida
$3.97M – – –
BCIM
348
British Columbia Investment Management
British Columbia, Canada
$3.96M -$50.4K -528 -1%
CSPAM
349
Cary Street Partners Asset Management
Virginia
$3.96M +$13.8K +145 +0.4%
Acadian Asset Management
350
Acadian Asset Management
Massachusetts
$3.95M -$41.5M -435,406 -91%
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