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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 %
Man Group
401
Man Group
United Kingdom
$3.09M +$3.09M +32,348 New
VanEck Associates
402
VanEck Associates
New York
$3.08M +$37.7K +395 +1%
TBC
403
Tweedy, Browne Co
Connecticut
$3.08M – – –
HIMCH
404
Hartford Investment Management Co (HIMCO)
Connecticut
$3.07M -$676K -7,090 -18%
FPTW
405
Franklin, Parlapiano, Turner & Welch
Texas
$3.07M – – –
EWA
406
Exencial Wealth Advisors
Oklahoma
$3.06M +$4.48K +47 +0.1%
VWMG
407
Virginia Wealth Management Group
Virginia
$3.05M +$3.72K +39 +0.1%
ZCM
408
Ziegler Capital Management
Illinois
$2.98M -$70.6K -740 -2%
TC
409
TownSquare Capital
Utah
$2.97M +$416K +4,363 +16%
SP
410
SWS Partners
Ohio
$2.97M +$171K +1,799 +6%
VI
411
Vestcor Inc
New Brunswick, Canada
$2.97M +$352K +3,691 +13%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$2.96M -$151K -1,587 -5%
Wolverine Trading
413
Wolverine Trading
Illinois
$2.94M -$472K -4,993 -14%
CNBTD
414
Citizens National Bank Trust Department
Mississippi
$2.91M -$272K -2,854 -9%
QP
415
Quilter Plc
United Kingdom
$2.91M – – –
PA
416
Procyon Advisors
Connecticut
$2.85M +$490K +5,135 +21%
Balyasny Asset Management
417
Balyasny Asset Management
Illinois
$2.84M +$1.51M +15,834 +114%
PRS
418
Pinkerton Retirement Specialists
Idaho
$2.83M +$70.5K +739 +3%
PA
419
Profund Advisors
Maryland
$2.77M -$341K -3,576 -11%
BWM
420
BNC Wealth Management
Oregon
$2.77M +$812K +8,512 +42%
MLM
421
Mount Lucas Management
Pennsylvania
$2.76M -$3.02M -31,616 -52%
EG
422
Ellerson Group
Maryland
$2.76M -$9.54K -100 -0.3%
RCA
423
Riverview Capital Advisers
Massachusetts
$2.76M -$35.3K -370 -1%
JIC
424
Johnson Investment Counsel
Ohio
$2.76M -$135K -1,412 -5%
CTC
425
Central Trust Company
Missouri
$2.74M -$38.6K -405 -1%
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