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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$711M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
3
Deutsche Bank
Germany
$261M
4
EIM
4
Elliott Investment Management
Florida
$73.9M
5
IIM
5
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$71.8M +$45.4M +475,841 +172%
Squarepoint
52
Squarepoint
New York
$71.3M +$11.8M +123,780 +20%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$70.9M +$761K +7,983 +1%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$69.2M +$26.6M +278,876 +62%
CS
55
Credit Suisse
Switzerland
$67.2M -$7.88M -82,575 -10%
Millennium Management
56
Millennium Management
New York
$64.6M -$5.51M -57,730 -8%
IIM
57
INTECH Investment Management
Florida
$64.4M +$49.4M +518,233 +331%
Mariner
58
Mariner
Kansas
$64.2M +$1.82M +19,133 +3%
RJA
59
Raymond James & Associates
Florida
$63.1M -$11.6M -121,461 -16%
Holocene Advisors
60
Holocene Advisors
New York
$60.9M +$11M +114,835 +22%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$58.8M -$1.21M -12,692 -2%
LPL Financial
62
LPL Financial
California
$56.4M -$426K -4,464 -0.7%
Ameriprise
63
Ameriprise
Minnesota
$56M -$10.9M -114,687 -16%
Fayez Sarofim & Co
64
Fayez Sarofim & Co
Texas
$55.6M -$4.12M -43,233 -7%
M&T Bank
65
M&T Bank
New York
$54.3M -$540K -5,663 -1%
ORIO
66
Old Republic International (ORI)
Illinois
$53.2M – – –
SIG
67
Stonegate Investment Group
Alabama
$52.5M -$309K -3,242 -0.6%
Principal Financial Group
68
Principal Financial Group
Iowa
$52M -$5.44M -57,036 -9%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$50.1M -$2.96M -31,081 -6%
AQR Capital Management
70
AQR Capital Management
Connecticut
$47.8M -$36.8M -388,321 -44%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$47.8M -$1.61M -16,924 -3%
RCM
72
RNC Capital Management
California
$47.5M +$221K +2,314 +0.5%
Truist Financial
73
Truist Financial
North Carolina
$47.5M -$210K -2,203 -0.4%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$46.5M -$897K -9,400 -2%
Citigroup
75
Citigroup
New York
$45.7M -$51.2M -536,906 -53%
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