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Phillips 66
PSX

1,661 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 565 increasing their positions, 595 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 74

125% more funds holding in top 10

Funds holding in top 10: 12 → 27 (+15)

25% more capital invested

Capital invested by funds: $30.9B → $38.5B (+$7.64B)

19% more call options, than puts

Call options by funds: $585M | Put options by funds: $490M

8% more funds holding

Funds holding: 1,539 → 1,661 (+122)

1.39% more ownership

Funds ownership: 70.62% → 72.01% (+1.4%)

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 595

Holders
1,661
Holders Change
+122
Holders Change %
+7.93%
% of All Funds
26.36%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
565
Reduced
595
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
+$214M
2
MIM
Merewether Investment Management
Texas
+$68.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$60.8M
4
Millennium Management
Millennium Management
New York
+$58.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$57.9M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
BlackRock
BlackRock
New York
-$208M
3
Deutsche Bank
Deutsche Bank
Germany
-$164M
4
N
Nuveen
North Carolina
-$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
601
Vinva Investment Management
Australia
$1.63M +$593K +5,281 +67%
RIA
602
Retirement Investment Advisors
Oklahoma
$1.62M +$216K +1,926 +17%
SO
603
STRS Ohio
Ohio
$1.62M -$585K -5,214 -28%
TCM
604
Twin Capital Management
Pennsylvania
$1.61M +$482K +4,294 +47%
FFG
605
Fortem Financial Group
California
$1.61M -$299K -2,666 -17%
EWM
606
Evercore Wealth Management
New York
$1.6M +$3.7K +33 +0.2%
RIM
607
Redwood Investment Management
Arizona
$1.59M -$498K -4,439 -25%
FIM
608
Fruth Investment Management
Texas
$1.58M -$11.2K -100 -0.8%
WF
609
Welch & Forbes
Massachusetts
$1.57M +$2.81K +25 +0.2%
IC
610
Inscription Capital
Texas
$1.57M -$142K -1,266 -9%
AWM
611
Axxcess Wealth Management
California
$1.57M +$1.06M +9,431 +261%
DAS
612
Dynamic Advisor Solutions
Arizona
$1.56M -$545K -4,856 -27%
Credit Agricole
613
Credit Agricole
France
$1.56M -$4.88M -43,442 -77%
CA
614
Clearstead Advisors
Ohio
$1.55M +$725K +6,458 +100%
CC
615
Centiva Capital
New York
$1.54M +$449 +4 +0%
SC
616
Scotia Capital
Ontario, Canada
$1.54M -$4.29M -38,257 -75%
PA
617
Parallel Advisors
California
$1.53M -$73.3K -653 -5%
YIA
618
YHB Investment Advisors
Connecticut
$1.53M -$30.1K -268 -2%
EC
619
Estate Counselors
Wisconsin
$1.52M -$5.61K -50 -0.4%
SMC
620
Smith, Moore & Co
Missouri
$1.52M +$96.4K +859 +7%
AAM
621
AR Asset Management
California
$1.51M – – –
PAM
622
Paradigm Asset Management
New York
$1.51M -$89.8K -800 -6%
USAA
623
United Services Automobile Association
Texas
$1.51M +$176K +1,569 +14%
Lido Advisors
624
Lido Advisors
California
$1.51M +$94.8K +845 +7%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$1.51M -$20.8K -185 -1%
23 24
25
26 27

PSX Hedge Fund Activity: Q3 2023 in Review

1,661 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2023, worth a combined $38.5B — up 25% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new PSX positions and 74 closed out — a net gain of 142 holders — while 565 added to existing stakes and 595 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $214M. The largest seller was Wellington Management Group, cutting an estimated $210M.

  • 1,661 institutional investors held Phillips 66 (PSX) as of Q3 2023, up from 1,539 in Q2 2023.
  • Funds reported $38.5B of Phillips 66 stock for Q3 2023, up 25% quarter-over-quarter.
  • 216 funds opened new Phillips 66 positions in Q3 2023 and 74 closed out, a net change of +142 holders.
  • The largest Phillips 66 buyer in Q3 2023 was Harris Associates, an estimated $214M added.
  • The largest Phillips 66 seller in Q3 2023 was Wellington Management Group, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2023.