PSX icon

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 %
SBH
426
Segall Bryant & Hamill
Illinois
$2.73M -$177K -1,854 -6%
LSERS
427
Louisiana State Employees Retirement System
Louisiana
$2.71M -$181K -1,900 -6%
PCM
428
Parsons Capital Management
Rhode Island
$2.7M – – –
OIA
429
OneDigital Investment Advisors
Kansas
$2.69M -$3.91K -41 -0.1%
BBI
430
Baxter Bros Inc
Connecticut
$2.69M +$177K +1,855 +7%
TPCW
431
TD Private Client Wealth
New York
$2.65M -$8.49K -89 -0.3%
PFS
432
Prospera Financial Services
Texas
$2.63M +$134K +1,409 +5%
RWA
433
River Wealth Advisors
Pennsylvania
$2.62M -$71.1K -745 -3%
BHPW
434
Beverly Hills Private Wealth
California
$2.62M +$1.19M +10,746 +83%
CWP
435
CFM Wealth Partners
Texas
$2.61M +$3.43K +36 +0.1%
VPIM
436
Vanguard Personalized Indexing Management
California
$2.58M +$182K +1,906 +8%
BBVA
437
Banco Bilbao Vizcaya Argentaria
Spain
$2.57M -$307K -3,219 -11%
FWCM
438
Ferguson Wellman Capital Management
Oregon
$2.57M +$32.5K +341 +1%
SIM
439
Stratos Investment Management
Ohio
$2.55M +$62.9K +659 +3%
SYBT
440
Stock Yards Bank & Trust
Kentucky
$2.53M +$48.1K +504 +2%
WCM
441
Wisconsin Capital Management
Wisconsin
$2.52M -$455K -4,775 -15%
LA
442
LexAurum Advisors
Kansas
$2.51M -$73.1K -766 -3%
BCM
443
Brookstone Capital Management
Illinois
$2.51M -$327K -3,288 -12%
PWP
444
Principle Wealth Partners
Connecticut
$2.5M – – –
SG Americas Securities
445
SG Americas Securities
New York
$2.5M -$2.24M -23,537 -47%
HCM
446
Hodges Capital Management
Texas
$2.47M +$540K +3,853 +28%
DC
447
Davenport & Co
Virginia
$2.46M -$288K -3,015 -10%
CS
448
Candriam SCA
Luxembourg
$2.45M -$607K -6,359 -20%
ATPW
449
Ashton Thomas Private Wealth
Arizona
$2.45M +$152K +1,594 +7%
GAM
450
Garrison Asset Management
Arkansas
$2.44M +$30.6K +321 +1%
16 17
18
19 20