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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 %
MGIA
676
Moneta Group Investment Advisors
Missouri
$953K +$4.77K +50 +0.5%
BFG
677
Bleakley Financial Group
New Jersey
$950K +$36.1K +378 +4%
SS
678
Simplicity Solutions
Minnesota
$950K +$35.3K +370 +4%
OAM
679
Ostrum Asset Management
France
$933K +$763 +8 +0.1%
MNBTD
680
Moody National Bank Trust Division
Texas
$931K +$14.8K +155 +2%
CC
681
Cannell & Co
New York
$926K – – –
SWM
682
SeaCrest Wealth Management
New York
$914K -$59.9K -628 -6%
SC
683
Searle & Co
Connecticut
$911K +$1.34K +12 +0.1%
CAWM
684
Capital Advisors Wealth Management
Washington
$910K +$211K +2,217 +30%
DT
685
Diversified Trust
Tennessee
$909K +$10.9K +114 +1%
ISWM
686
Independent Solutions Wealth Management
New York
$905K +$613K +6,424 +210%
FNT
687
First National Trust
Pennsylvania
$899K -$27.6K -289 -3%
LBC
688
Lowe Brockenbrough & Co
Virginia
$899K – – –
SCM
689
Stevens Capital Management
Pennsylvania
$895K +$192K +2,010 +27%
IF
690
Intrua Financial
Texas
$894K +$76.8K +805 +9%
SW
691
SVB Wealth
Massachusetts
$893K -$92.2K -967 -9%
JCM
692
Jacobi Capital Management
Pennsylvania
$892K -$286 -3 -0%
IRC
693
Investors Research Corp
Georgia
$891K -$7.15K -75 -0.8%
PG
694
Patten Group
Tennessee
$890K – – –
NICM
695
Neo Ivy Capital Management
New York
$881K +$881K +9,237 New
PPW
696
Parcion Private Wealth
Washington
$879K -$1.62K -17 -0.2%
AO
697
Advisor OS
Illinois
$874K -$441K -4,629 -34%
RP
698
Rowlandmiller & Partners
Georgia
$872K +$4.77K +50 +0.5%
MGIA
699
Matthew Goff Investment Advisor
Texas
$871K +$286K +3,000 +49%
CWM
700
Connecticut Wealth Management
Connecticut
$869K -$13.4K -140 -2%
26 27
28
29 30