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Phillips 66
PSX

Overview Fund Activity

1,651 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 591 reducing their positions, and 74 closing their positions.

Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$234M +$42.1M +350,211 +22%
LSV Asset Management
27
LSV Asset Management
Illinois
$232M -$2.74M -22,800 -1%
Harris Associates
28
Harris Associates
Illinois
$229M +$229M +1,905,478 New
UBS AM
29
UBS AM
Illinois
$191M -$12.2M -101,538 -6%
BG
30
Bahl & Gaynor
Ohio
$181M +$52.8M +439,360 +41%
Swiss National Bank
31
Swiss National Bank
Switzerland
$177M -$22.7M -188,600 -11%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$171M -$1.23M -10,245 -0.7%
AllianceBernstein
33
AllianceBernstein
Tennessee
$167M +$15.2M +126,865 +10%
Aberdeen Group
34
Aberdeen Group
United Kingdom
$166M -$7.69M -64,029 -4%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$157M +$18.4M +150,030 +13%
Deutsche Bank
36
Deutsche Bank
Germany
$153M -$176M -1,465,093 -54%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$150M +$3.49M +29,046 +2%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$146M +$50.7M +421,714 +53%
Prudential Financial
39
Prudential Financial
New Jersey
$145M +$23.1M +192,110 +19%
Millennium Management
40
Millennium Management
New York
$144M +$62.2M +518,020 +76%
First Trust Advisors
41
First Trust Advisors
Illinois
$128M -$16.7M -139,130 -12%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$125M -$166M -1,384,053 -57%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$122M -$24.8M -206,169 -17%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$115M -$3.24M -26,960 -3%
Citadel Advisors
45
Citadel Advisors
Florida
$114M +$61.9M +515,540 +120%
Capital Fund Management (CFM)
46
Capital Fund Management (CFM)
France
$110M +$2.05M +17,034 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$109M +$4.72M +39,264 +5%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$109M -$2.09M -17,397 -2%
National Pension Service
49
National Pension Service
South Korea
$108M +$377K +3,155 +0.3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$94.6M -$985K -8,200 -1%
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