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Phillips 66
PSX

1,569 hedge funds and large institutions have $33.7B invested in Phillips 66 in 2023 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 550 increasing their positions, 590 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 105

24% more call options, than puts

Call options by funds: $474M | Put options by funds: $381M

6.63% more ownership

Funds ownership: 71.39% → 78.01% (+6.6%)

0% less funds holding

Funds holding: 1,572 → 1,569 (-3)

4% less capital invested

Capital invested by funds: $35.2B → $33.7B (-$1.51B)

7% less repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 590

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
1,569
Holders Change
-3
Holders Change %
-0.19%
% of All Funds
25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.3%
New
134
Increased
550
Reduced
590
Closed
105
Calls
$474M
Puts
$381M
Net Calls
+$93M
Net Calls Change
-$27.4M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$269M
2
Invesco
Invesco
Georgia
+$144M
3
HF
HRT Financial
New York
+$99.6M
4
Goldman Sachs
Goldman Sachs
New York
+$97.4M
5
Millennium Management
Millennium Management
New York
+$68.4M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$805M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$199M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$118M
5
UBS AM
UBS AM
Illinois
-$104M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
26
Allianz Asset Management
Germany
$223M +$36M +354,521 +19%
LSV Asset Management
27
LSV Asset Management
Illinois
$195M -$74.7M -734,938 -28%
Swiss National Bank
28
Swiss National Bank
Switzerland
$190M -$8.07M -79,400 -4%
Deutsche Bank
29
Deutsche Bank
Germany
$180M -$17.1M -168,251 -9%
UBS AM
30
UBS AM
Illinois
$172M -$104M -1,022,187 -38%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$156M +$32.9M +323,377 +23%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$156M +$948K +9,323 +0.6%
Barclays
33
Barclays
United Kingdom
$146M -$16.3M -160,573 -10%
AllianceBernstein
34
AllianceBernstein
Tennessee
$146M +$2.28M +22,382 +2%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$146M +$28.3M +278,753 +24%
First Trust Advisors
36
First Trust Advisors
Illinois
$144M -$51.5M -506,702 -26%
Aberdeen Group
37
Aberdeen Group
United Kingdom
$142M +$9.64M +94,794 +7%
BG
38
Bahl & Gaynor
Ohio
$133M +$39.5M +388,045 +42%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$124M +$10.4M +101,837 +9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$121M +$3.88M +38,183 +3%
Renaissance Technologies
41
Renaissance Technologies
New York
$114M +$54.8M +539,400 +92%
HSBC Holdings
42
HSBC Holdings
United Kingdom
$109M -$24.9M -244,431 -18%
Citadel Advisors
43
Citadel Advisors
Florida
$108M -$69M -678,259 -39%
Citigroup
44
Citigroup
New York
$103M +$3.3M +32,432 +3%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$100M -$804K -7,912 -0.8%
HF
46
HRT Financial
New York
$99.4M +$99.6M +980,030 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$95.3M +$796K +7,833 +0.8%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$94.9M -$15.7M -154,569 -14%
AQR Capital Management
49
AQR Capital Management
Connecticut
$88.7M +$7.47M +73,442 +9%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$83.2M -$2.11M -20,753 -2%
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PSX Hedge Fund Activity: Q1 2023 in Review

1,569 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2023, worth a combined $33.7B — down 4.3% from $35.2B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new PSX positions and 105 closed out — a net gain of 29 holders — while 550 added to existing stakes and 590 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $269M. The largest seller was Vanguard Group, cutting an estimated $805M.

  • 1,569 institutional investors held Phillips 66 (PSX) as of Q1 2023, down from 1,572 in Q4 2022.
  • Funds reported $33.7B of Phillips 66 stock for Q1 2023, down 4.3% quarter-over-quarter.
  • 134 funds opened new Phillips 66 positions in Q1 2023 and 105 closed out, a net change of +29 holders.
  • The largest Phillips 66 buyer in Q1 2023 was Wellington Management Group, an estimated $269M added.
  • The largest Phillips 66 seller in Q1 2023 was Vanguard Group, an estimated $805M sold.

Based on aggregated 13F filings for Q1 2023.