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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 %
EF
601
Exeter Financial
Arizona
$1.27M – – –
GVAG
602
Great Valley Advisor Group
Delaware
$1.27M -$176K -1,843 -12%
FIM
603
Fruth Investment Management
Texas
$1.27M – – –
IWP
604
Icon Wealth Partners
Texas
$1.27M -$200K -2,092 -14%
EWM
605
Evercore Wealth Management
New York
$1.26M +$141K +1,478 +13%
BCV
606
Banque Cantonale Vaudoise
Switzerland
$1.26M +$382K +4,000 +43%
IGAM
607
iA Global Asset Management
Quebec, Canada
$1.25M +$1.25M +13,092 New
WF
608
Welch & Forbes
Massachusetts
$1.24M -$6.87K -72 -0.5%
YIA
609
YHB Investment Advisors
Connecticut
$1.24M +$25.3K +265 +2%
AIC
610
Aurora Investment Counsel
Georgia
$1.23M -$12.7K -133 -1%
VFA
611
Valeo Financial Advisors
Indiana
$1.23M +$173K +1,813 +16%
CC
612
Centiva Capital
New York
$1.22M +$1.22M +12,826 New
VC
613
Veracity Capital
Georgia
$1.22M -$11.9K -125 -1%
EC
614
Estate Counselors
Wisconsin
$1.21M – – –
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$1.21M -$35.1K -368 -3%
MYAM
616
Meiji Yasuda Asset Management
Japan
$1.2M -$56.3K -590 -4%
AAM
617
AR Asset Management
California
$1.2M – – –
VAS
618
Vestmark Advisory Solutions
Massachusetts
$1.2M +$508K +5,322 +73%
MWM
619
Marion Wealth Management
Pennsylvania
$1.19M +$32.4K +340 +3%
CSPIA
620
Cary Street Partners Investment Advisory
Virginia
$1.19M -$61.8K -648 -5%
ATC
621
Adirondack Trust Company
New York
$1.18M +$12.7K +114 +1%
AF
622
Allworth Financial
California
$1.17M +$312K +3,269 +36%
WJWM
623
Williams Jones Wealth Management
New York
$1.16M – – –
BSB
624
Bangor Savings Bank
Maine
$1.15M +$35.6K +373 +3%
PCMK
625
Paragon Capital Management (Kansas)
Kansas
$1.15M +$12.4K +130 +1%
23 24
25
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