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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 %
USAA
651
United Services Automobile Association
Texas
$1.05M – – –
BIA
652
Barry Investment Advisors
Massachusetts
$1.05M -$31.7K -332 -3%
GIM
653
Greylin Investment Management
Virginia
$1.04M -$42.9K -450 -4%
RMC
654
Resources Management Corp
Connecticut
$1.03M +$714K +7,485 +223%
TSS
655
Two Sigma Securities
New York
$1.03M -$178K -1,868 -15%
BP
656
BBR Partners
New York
$1.03M -$1.62K -17 -0.2%
JWCA
657
J.W. Coons Advisors
Ohio
$1.02M – – –
AIA
658
Armor Investment Advisors
North Carolina
$1.02M -$296K -3,102 -23%
SA
659
Strategic Advisors
New York
$1.02M -$42.4K -445 -4%
JWM
660
Jeppson Wealth Management
California
$1.02M -$19.1K -200 -2%
LIM
661
Longfellow Investment Management
Massachusetts
$1.02M +$41.3K +433 +4%
HIA
662
Harbor Investment Advisory
Maryland
$1.01M -$15.7K -165 -2%
LDB
663
Lee, Danner & Bass
Tennessee
$1.01M -$12.9K -135 -1%
TF
664
TIAA FSB
Florida
$1.01M +$25K +262 +3%
CP
665
Covenant Partners
Tennessee
$1M +$101K +1,064 +11%
PBC
666
Pavion Blue Capital
California
$1M -$31K -325 -3%
CA
667
Cullinan Associates
Kentucky
$996K – – –
SC
668
SouthState Corp
Florida
$987K -$64K -671 -6%
TWC
669
TD Waterhouse Canada
Ontario, Canada
$984K +$32.6K +324 +3%
FAIM
670
Financial Advocates Investment Management
Washington
$984K -$110K -1,154 -10%
VWA
671
V Wealth Advisors
Kansas
$979K +$110K +1,152 +13%
BSW
672
Buckingham Strategic Wealth
Missouri
$979K +$11.1K +116 +1%
SC
673
Savant Capital
Illinois
$969K +$99K +1,038 +11%
IC
674
IEQ Capital
California
$954K -$27.9K -292 -3%
AIM
675
Aquila Investment Management
New York
$954K -$95.4K -1,000 -9%
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