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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 %
VIA
501
Vident Investment Advisory
Georgia
$1.93M -$497K -5,202 -20%
ST
502
Somerset Trust
Pennsylvania
$1.92M -$64.6K -677 -3%
WCBA
503
Weaver C. Barksdale & Associates
Tennessee
$1.91M -$118K -1,232 -6%
MLICM
504
Metropolitan Life Insurance Company (MetLife)
New York
$1.91M -$80.7K -846 -4%
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$1.9M +$188K +1,970 +11%
WorldQuant Millennium Advisors
506
WorldQuant Millennium Advisors
New York
$1.87M +$707K +7,417 +61%
GIA
507
Gladstone Institutional Advisory
Florida
$1.87M +$139K +1,458 +8%
APWM
508
Argonautica Private Wealth Management
Massachusetts
$1.87M +$18.1K +190 +1%
API
509
Advisor Partners II
California
$1.85M -$19.2K -201 -1%
CIP
510
Convergence Investment Partners
Florida
$1.85M -$29.4K -308 -2%
TMAM
511
Tokio Marine Asset Management
Japan
$1.82M -$12.2K -128 -0.7%
MG
512
Mather Group
Illinois
$1.8M +$26.7K +280 +2%
CIBC World Market
513
CIBC World Market
Ontario, Canada
$1.8M -$904K -9,471 -33%
CIC
514
Cornercap Investment Counsel
Georgia
$1.8M +$37.5K +393 +2%
KWS
515
Keystone Wealth Services
California
$1.8M +$668 +7 +0%
EF
516
Empirical Finance
Pennsylvania
$1.8M +$578K +6,063 +47%
HSA
517
Hussman Strategic Advisors
Maryland
$1.79M +$1.79M +18,800 New
BC
518
Bartlett & Co
Ohio
$1.79M +$513K +5,375 +40%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$1.79M +$513K +5,375 +40%
AW
520
Apricus Wealth
South Carolina
$1.78M -$2.48K -25 -0.1%
SO
521
STRS Ohio
Ohio
$1.78M +$114K +1,200 +7%
CM
522
Cercano Management
Washington
$1.76M +$1.76M +18,500 New
SIMG
523
Sonora Investment Management Group
Arizona
$1.76M -$21.9K -230 -1%
IB
524
Intrust Bank
Kansas
$1.76M – – –
Marshall Wace
525
Marshall Wace
United Kingdom
$1.75M -$59M -618,336 -97%
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