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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$711M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
3
Deutsche Bank
Germany
$261M
4
EIM
4
Elliott Investment Management
Florida
$73.9M
5
IIM
5
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$232M -$62.8M -658,902 -21%
Allianz Asset Management
27
Allianz Asset Management
Germany
$217M +$7.23M +75,769 +3%
LSV Asset Management
28
LSV Asset Management
Illinois
$186M +$2.37M +24,856 +1%
UBS AM
29
UBS AM
Illinois
$172M – – –
Swiss National Bank
30
Swiss National Bank
Switzerland
$159M -$20.1M -211,100 -11%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$152M -$15.6M -163,603 -9%
Aberdeen Group
32
Aberdeen Group
United Kingdom
$138M +$4.17M +43,683 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$137M +$23.2M +243,466 +20%
AllianceBernstein
34
AllianceBernstein
Tennessee
$121M -$16.3M -170,417 -12%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$121M -$16.4M -172,306 -12%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$117M +$13.5M +141,663 +13%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$116M -$30.5M -320,272 -21%
First Trust Advisors
38
First Trust Advisors
Illinois
$115M -$20M -209,467 -15%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$110M -$8.79M -90,435 -7%
BG
40
Bahl & Gaynor
Ohio
$102M -$23M -241,387 -18%
Prudential Financial
41
Prudential Financial
New Jersey
$96.6M +$15.9M +166,458 +20%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$94.1M -$45.7K -479 -0%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$87.8M -$1.83M -19,183 -2%
Capital Fund Management (CFM)
44
Capital Fund Management (CFM)
France
$85.7M +$44M +461,525 +106%
National Pension Service
45
National Pension Service
South Korea
$85.3M +$7.59M +80,297 +10%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$82.5M -$6.76M -70,854 -8%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$75.9M +$621K +6,512 +0.8%
Massachusetts Financial Services
48
Massachusetts Financial Services
Massachusetts
$75.6M +$37.2M +389,554 +97%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$74.9M -$3.44M -36,015 -4%
EIM
50
Elliott Investment Management
Florida
$73.9M +$73.9M +775,000 New
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