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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 %
FBC
626
Fairfield, Bush & Co
Connecticut
$1.14M -$14.1K -148 -1%
SMC
627
Smith, Moore & Co
Missouri
$1.12M +$69.4K +728 +7%
APWM
628
Atlas Private Wealth Management
New York
$1.12M +$177K +1,853 +19%
IAIM
629
International Assets Investment Management
Florida
$1.12M +$547K +45,866 +96%
CL
630
COWA LLC
Oklahoma
$1.12M +$310K +3,252 +38%
Lido Advisors
631
Lido Advisors
California
$1.12M +$161K +1,686 +17%
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$1.11M +$9.92K +104 +0.9%
BFA
633
Bragg Financial Advisors
North Carolina
$1.11M -$3.53K -37 -0.3%
GWM
634
Guardian Wealth Management
Illinois
$1.11M +$21.5K +225 +2%
SA
635
SRN Advisors
Pennsylvania
$1.11M -$21.7K -227 -2%
RIA
636
Retirement Investment Advisors
Oklahoma
$1.1M +$30K +315 +3%
BTW
637
Boston Trust Walden
Massachusetts
$1.1M +$311K +3,258 +39%
HIP
638
HUB Investment Partners
Texas
$1.1M +$53.6K +562 +5%
CG
639
Cynosure Group
Utah
$1.09M +$1.09M +11,474 New
DILIC
640
Dai-ichi Life Insurance Company
Japan
$1.09M +$763K +8,000 +233%
MAM
641
Martingale Asset Management
Massachusetts
$1.09M -$5.15K -54 -0.5%
PFO
642
Pathstone Family Office
New Jersey
$1.08M +$227K +2,598 +27%
RA
643
RFG Advisory
Alabama
$1.08M -$4.2K -44 -0.4%
TC
644
Towle & Co
Colorado
$1.08M +$102K +1,070 +10%
SFS
645
Sowell Financial Services
Arkansas
$1.08M +$227K +2,383 +27%
FTDI
646
First Trust Direct Indexing
Massachusetts
$1.07M -$46.3K -485 -4%
BWAM
647
Boyd Watterson Asset Management
Ohio
$1.07M -$14.3K -150 -1%
BAM
648
Belpointe Asset Management
Nevada
$1.06M -$1.15K -12 -0.1%
WTG
649
West Tower Group
Virginia
$1.06M -$374K -3,923 -26%
TBA
650
Tower Bridge Advisors
Pennsylvania
$1.05M -$438K -4,593 -29%
24 25
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