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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 %
TCM
701
Twin Capital Management
Pennsylvania
$869K -$31.4K -329 -3%
S
702
SignatureFD
Georgia
$867K -$20.2K -212 -2%
DFA
703
Delta Financial Advisors
Louisiana
$866K -$12.3K -129 -1%
AWM
704
Apollon Wealth Management
South Carolina
$865K -$71K -744 -8%
GIA
705
Guyasuta Investment Advisors
Pennsylvania
$864K +$11.9K +125 +1%
GT
706
Greenleaf Trust
Michigan
$861K -$25.5K -267 -3%
KS
707
Karpas Strategies
Connecticut
$849K – – –
PGIM
708
Pacific Global Investment Management
California
$843K +$763 +8 +0.1%
CG
709
CFO4Life Group
Texas
$842K -$39.9K -418 -5%
CT
710
Columbia Trust
Oregon
$831K +$286 +3 +0%
FNBTCON
711
First National Bank & Trust Co of Newtown
Pennsylvania
$813K – – –
OHWA
712
Oak Hill Wealth Advisors
Virginia
$813K -$20.6K -216 -2%
CM
713
CoreCommodity Management
Connecticut
$812K – – –
VCA
714
Verdence Capital Advisors
Maryland
$811K +$95 +1 +0%
WA1
715
Wimmer Associates 1
California
$811K +$14.1K +148 +2%
BOH
716
Bank of Hawaii
Hawaii
$811K -$19.6K -205 -2%
CPC
717
Cookson Peirce & Co
Pennsylvania
$811K +$161K +1,682 +25%
PTC
718
Petrus Trust Company
Texas
$807K -$9.82K -103 -1%
TNBTD
719
Trustmark National Bank Trust Department
Mississippi
$807K -$68.8K -721 -8%
CG
720
Colony Group
Massachusetts
$803K +$54.8K +575 +7%
GI
721
Gradient Investments
Minnesota
$796K -$70K -734 -8%
GS
722
GTS Securities
New York
$790K +$790K +8,278 New
WAAG
723
Wealth Alliance Advisory Group
Kansas
$789K +$25.6K +268 +3%
ATC
724
Argent Trust Co
Tennessee
$788K +$186K +1,951 +31%
NAMA
725
Nikko Asset Management Americas
New York
$783K -$24.7K -259 -3%
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