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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 %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.95M +$1.52M +15,949 +63%
TI
352
Tidal Investments
Wisconsin
$3.94M +$1.3M +13,609 +49%
PP
353
Prudential plc
United Kingdom
$3.9M -$232K -2,429 -6%
HNB
354
Huntington National Bank
Ohio
$3.9M -$45.8K -480 -1%
MHC
355
Meyer Handelman Company
New York
$3.89M -$668K -7,000 -15%
GAM
356
Gotham Asset Management
New York
$3.88M +$1.08M +11,361 +39%
SMDAM
357
Sumitomo Mitsui DS Asset Management
Japan
$3.84M +$20.3K +213 +0.5%
HPC
358
HM Payson & Co
Maine
$3.82M -$29.9K -314 -0.8%
Cerity Partners
359
Cerity Partners
New York
$3.8M +$26.9K +282 +0.7%
CCM
360
Coldstream Capital Management
Washington
$3.79M -$28.6K -300 -0.7%
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
$3.79M -$137K -1,428 -3%
IIM
362
Intact Investment Management
Quebec, Canada
$3.77M -$906K -9,500 -19%
SCP
363
Shorepoint Capital Partners
Massachusetts
$3.72M +$122K +1,278 +3%
CCG
364
Chatham Capital Group
Georgia
$3.64M -$95.4K -1,000 -3%
ACM
365
Alta Capital Management
Utah
$3.63M +$72.6K +761 +2%
EMPI
366
Elo Mutual Pension Insurance
Finland
$3.62M +$18.3K +192 +0.5%
ACM
367
Altrius Capital Management
North Carolina
$3.62M +$40.5K +425 +1%
SAM
368
Securian Asset Management
Minnesota
$3.57M -$108K -1,131 -3%
AOWM
369
Alpha Omega Wealth Management
Virginia
$3.57M +$20.5K +215 +0.6%
KRS
370
Kentucky Retirement Systems
Kentucky
$3.52M +$4.67K +49 +0.1%
BFW
371
Brady Family Wealth
Missouri
$3.51M +$62.1K +651 +2%
BRWA
372
B. Riley Wealth Advisors
Florida
$3.49M +$274K +2,872 +9%
FMII
373
Farmers & Merchants Investments Inc
Nebraska
$3.48M – – –
AIP
374
Ameritas Investment Partners
Nebraska
$3.48M -$254K -2,666 -7%
MCM
375
Marathon Capital Management
Maryland
$3.47M -$372K -3,900 -10%
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