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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 %
SAM
476
Silvercrest Asset Management
New York
$2.13M -$426K -4,471 -17%
NAM
477
NorthCrest Asset Manangement
Minnesota
$2.13M -$32.4K -340 -2%
MMA
478
Miracle Mile Advisors
California
$2.13M +$40.8K +428 +2%
BCM
479
Becker Capital Management
Oregon
$2.11M +$2.77K +29 +0.1%
SAM
480
Sompo Asset Management
Japan
$2.11M -$1.54M -16,120 -42%
CFB
481
Cullen/Frost Bankers
Texas
$2.11M -$31.8K -333 -1%
MGP
482
Metis Global Partners
California
$2.09M +$203K +2,124 +11%
SWP
483
Strategic Wealth Partners
Ohio
$2.09M +$145K +1,519 +7%
SWP
484
Stratos Wealth Partners
Ohio
$2.08M +$216K +2,265 +12%
MCM
485
MAI Capital Management
Ohio
$2.07M -$160K -1,675 -7%
BC
486
Burney Company
Virginia
$2.05M +$27.9K +292 +1%
SF
487
Synovus Financial
Georgia
$2.05M +$22.9K +240 +1%
BFEC
488
Benjamin F. Edwards & Company
Missouri
$2.05M -$116K -1,213 -5%
XF
489
XML Financial
Maryland
$2.03M -$89.8K -942 -4%
NRS
490
Neville Rodie & Shaw
New York
$2.02M – – –
SEC
491
Seven Eight Capital
New York
$2.01M +$1.52M +15,953 +312%
CHC
492
City Holding Co
West Virginia
$2M -$70.8K -742 -3%
CVM
493
Cheviot Value Management
California
$2M +$80K +839 +4%
PP
494
Patten & Patten
Tennessee
$1.99M -$32K -335 -2%
CA
495
Commerzbank Aktiengesellschaft
Germany
$1.98M +$1.98M +20,784 New
RIA
496
Regal Investment Advisors
Michigan
$1.98M -$495K -5,194 -20%
SCM
497
Shelton Capital Management
Colorado
$1.97M +$86.4K +906 +5%
HFM
498
Hartford Financial Management
Connecticut
$1.96M -$2.39K -25 -0.1%
HSA
499
HBK Sorce Advisory
Pennsylvania
$1.94M -$120K -1,256 -6%
CBTWT
500
Community Bank & Trust (Waco, Texas)
Texas
$1.94M +$151K +1,582 +8%
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