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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 %
NSEDCP
526
NJ State Employees Deferred Compensation Plan
New Jersey
$1.75M – – –
FNBOMD
527
First National Bank of Mount Dora
Florida
$1.74M -$492K -5,154 -22%
PCIA
528
Prime Capital Investment Advisors
Kansas
$1.73M +$541K +5,668 +46%
Vontobel Holding
529
Vontobel Holding
Switzerland
$1.72M +$19.9K +209 +1%
FA
530
FDx Advisors
Illinois
$1.71M -$774K -8,112 -31%
TC
531
Telemus Capital
Michigan
$1.71M -$7.06K -74 -0.4%
IAA
532
Independent Advisor Alliance
North Carolina
$1.71M +$142K +1,493 +9%
DAS
533
Dynamic Advisor Solutions
Arizona
$1.7M -$51.9K -544 -3%
E
534
Ergoteles
New York
$1.7M -$19.6M -205,452 -92%
AAM
535
Auxier Asset Management
Oregon
$1.7M – – –
MPPW
536
Mitchell & Pahl Private Wealth
Oklahoma
$1.69M +$48.5K +509 +3%
QT
537
Quantamental Technologies
New York
$1.69M +$892K +9,353 +111%
SFI
538
Susquehanna Fundamental Investments
Pennsylvania
$1.69M – – –
CSIC
539
Clifford Swan Investment Counsel
California
$1.69M -$7.63K -80 -0.4%
RIM
540
Redwood Investment Management
Arizona
$1.69M +$206K +2,160 +14%
CAM
541
Carret Asset Management
New York
$1.69M -$23.8K -250 -1%
XSC
542
X-Square Capital
Puerto Rico
$1.68M +$1.46M +17,012 +669%
VAG
543
VisionPoint Advisory Group
Texas
$1.68M +$94K +986 +6%
CB
544
Community Bank
New York
$1.67M +$26.1K +274 +2%
CCA
545
Cobblestone Capital Advisors
New York
$1.67M +$191 +2 +0%
LNC
546
Lincoln National Corp
Pennsylvania
$1.67M +$110K +1,157 +7%
FIM
547
Fernwood Investment Management
Massachusetts
$1.67M -$14.3K -150 -0.9%
AAM
548
Azzad Asset Management
Virginia
$1.65M +$44.8K +470 +3%
CS
549
Crescent Sterling
Louisiana
$1.65M +$30.4K +319 +2%
SCA
550
Snowden Capital Advisors
New York
$1.65M +$444K +4,656 +37%
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