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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 %
BAMF
551
BI Asset Management Fondsmaeglerselskab
Denmark
$1.64M -$199K -2,082 -11%
HWM
552
HB Wealth Management
Georgia
$1.64M -$23.9K -251 -1%
FCI
553
Financial Counselors Inc
Kansas
$1.63M +$15.1K +158 +0.9%
HPG
554
Harvest Portfolios Group
Ontario, Canada
$1.61M +$52.5K +550 +3%
NCM
555
Northside Capital Management
Oregon
$1.6M -$20.6K -216 -1%
AT
556
Arvest Trust
Oklahoma
$1.59M +$666K +5,971 +72%
CFMC
557
Curbstone Financial Management Corp
New Hampshire
$1.59M -$5.15K -54 -0.3%
MWA
558
Moser Wealth Advisors
Washington
$1.58M +$1.58M +16,606 New
TGAM
559
TBH Global Asset Management
Tennessee
$1.58M -$3.15K -33 -0.2%
SAM
560
Shell Asset Management
Netherlands
$1.58M +$1.27M +13,313 +413%
KRSITF
561
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.57M -$10.4K -109 -0.7%
PWM
562
Pinnacle Wealth Management
California
$1.57M +$1.57M +16,448 New
ISL
563
Ingalls & Snyder LLC
New York
$1.56M +$162K +1,700 +12%
ACM
564
AlphaStar Capital Management
North Carolina
$1.55M +$27.9K +292 +2%
AP
565
Americana Partners
Texas
$1.55M +$23.8K +250 +2%
HIS
566
Horizon Investment Services
Indiana
$1.54M +$33.2K +348 +2%
FFG
567
Fortem Financial Group
California
$1.53M -$230K -2,408 -13%
EFI
568
EHP Funds Inc
Canada
$1.53M +$448K +4,700 +42%
ET
569
Equitable Trust
Tennessee
$1.49M -$102K -1,074 -6%
JFG
570
Jefferies Financial Group
New York
$1.49M +$387K +4,056 +35%
SF
571
Summit Financial
New Jersey
$1.48M +$285K +2,985 +24%
CAG
572
Csenge Advisory Group
Florida
$1.48M +$347K +3,638 +31%
Capstone Investment Advisors
573
Capstone Investment Advisors
New York
$1.47M +$485K +5,090 +49%
HC
574
Hendley & Co
Ohio
$1.47M – – –
WWM
575
Western Wealth Management
Colorado
$1.47M +$139K +1,461 +11%
21 22
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