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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 %
ILI
376
Invesco LLC (Illinois)
Illinois
$3.45M +$3.45M +36,195 New
Daiwa Securities Group
377
Daiwa Securities Group
Japan
$3.44M -$50.2K -526 -1%
1832 Asset Management
378
1832 Asset Management
Ontario, Canada
$3.44M +$3.44M +36,058 New
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$3.41M -$6.65M -69,675 -66%
Cetera Investment Advisers
380
Cetera Investment Advisers
Illinois
$3.39M -$457K -4,792 -12%
DZ Bank
381
DZ Bank
Germany
$3.37M -$11.1K -116 -0.3%
MSRPS
382
Maryland State Retirement & Pension System
Maryland
$3.36M -$177K -1,857 -5%
NFG
383
Nations Financial Group
Iowa
$3.35M +$20.4K +214 +0.6%
MCP
384
Martin Capital Partners
Oregon
$3.35M -$103K -1,078 -3%
AWS
385
Atria Wealth Solutions
New York
$3.34M -$91.8K -962 -3%
PA
386
Pinnacle Associates
New York
$3.33M +$10.3K +108 +0.3%
MAM
387
Meeder Asset Management
Ohio
$3.32M -$573K -6,004 -15%
MWM
388
Mattern Wealth Management
Kansas
$3.31M +$408K +4,276 +14%
AWA
389
Arkadios Wealth Advisors
Georgia
$3.3M -$3.24K -34 -0.1%
MIH
390
Meitav Investment House
Israel
$3.26M -$181K -1,392 -5%
FAB
391
First American Bank
Illinois
$3.26M -$301K -3,153 -8%
CI
392
CX Institutional
Indiana
$3.25M +$2.95M +30,896 +970%
GCM
393
Genus Capital Management
British Columbia, Canada
$3.24M +$3.24M +34,000 New
NFC
394
Northeast Financial Consultants
Connecticut
$3.17M – – –
CT
395
Colonial Trust
South Carolina
$3.16M +$16.5K +173 +0.5%
KWM
396
Kingsview Wealth Management
Oregon
$3.16M -$138K -1,450 -4%
MP
397
McDonald Partners
Ohio
$3.15M -$15K -157 -0.5%
Northwestern Mutual Wealth Management
398
Northwestern Mutual Wealth Management
Wisconsin
$3.14M +$85.8K +900 +3%
MF
399
Magnetar Financial
Illinois
$3.11M +$3.11M +32,567 New
HT
400
Heritage Trust
Oklahoma
$3.09M +$16.6K +174 +0.5%
14 15
16
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