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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 %
SFG
451
SevenBridge Financial Group
Pennsylvania
$2.44M +$34.9K +366 +1%
PA
452
PFW Advisors
Georgia
$2.44M +$2.44M +20,879 New
GWSG
453
GPS Wealth Strategies Group
Colorado
$2.41M -$60.5K -634 -2%
ClearBridge Investments
454
ClearBridge Investments
New York
$2.4M -$160K -1,675 -6%
DFG
455
Demars Financial Group
Washington
$2.33M -$91.1K -955 -4%
OKSA
456
O'Keefe Stevens Advisory
New York
$2.32M -$11.8K -124 -0.5%
GAB
457
German American Bancorp
Indiana
$2.31M +$4.2K +44 +0.2%
DA
458
DCM Advisors
New York
$2.29M -$1.34K -14 -0.1%
HA
459
Herold Advisors
New York
$2.28M +$206K +2,156 +10%
OTPPB
460
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.24M +$2.24M +23,522 New
CA
461
Cetera Advisors
Colorado
$2.24M -$20.7K -217 -0.9%
BPA
462
Beacon Pointe Advisors
California
$2.24M +$128K +1,344 +6%
ZIM
463
Zacks Investment Management
Illinois
$2.23M -$123K -1,290 -5%
Bessemer Group
464
Bessemer Group
New Jersey
$2.22M +$350K +3,674 +19%
CIC
465
Carnegie Investment Counsel
Ohio
$2.22M -$12.8K -134 -0.6%
ACM
466
Argyle Capital Management
Pennsylvania
$2.19M -$31.8K -333 -1%
BCI
467
Brinker Capital Investments
Pennsylvania
$2.18M -$19.4M -203,362 -90%
OPS
468
Orion Portfolio Solutions
Nebraska
$2.18M -$19.4M -203,362 -90%
WS
469
Wedbush Securities
California
$2.17M -$134K -1,405 -6%
HW
470
Hancock Whitney
Mississippi
$2.17M +$1.72K +18 +0.1%
CCMINC
471
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.16M +$45.4K +476 +2%
NMERB
472
New Mexico Educational Retirement Board
New Mexico
$2.16M +$76.3K +800 +4%
RFC
473
Regions Financial Corp
Alabama
$2.14M -$362K -3,797 -14%
MCIA
474
Mountain Capital Investment Advisors
Colorado
$2.14M -$599K -5,607 -22%
V
475
Veritable
Delaware
$2.14M -$7.73K -81 -0.4%
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