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Phillips 66
PSX

Overview Fund Activity

1,651 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 591 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
EIM
51
Elliott Investment Management
Florida
$93.1M – – –
Corient Private Wealth
52
Corient Private Wealth
Florida
$93M +$2.61M +21,725 +3%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$92.1M +$2.82M +23,488 +3%
AQR Capital Management
54
AQR Capital Management
Connecticut
$91.8M +$31.2M +259,527 +51%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$87.8M -$6.5M -54,075 -7%
Mariner
56
Mariner
Kansas
$86.8M +$5.96M +49,575 +7%
CS
57
Credit Suisse
Switzerland
$83.5M -$1.13M -9,376 -1%
RJA
58
Raymond James & Associates
Florida
$79.9M +$407K +3,386 +0.5%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$76.6M +$6.65M +55,306 +9%
MIM
60
Merewether Investment Management
Texas
$73.6M +$73.6M +612,700 New
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$71.6M +$36.9M +306,743 +106%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$71.4M -$2.71M -22,527 -4%
LPL Financial
63
LPL Financial
California
$70.2M -$909K -7,566 -1%
Principal Financial Group
64
Principal Financial Group
Iowa
$69M +$3.51M +29,243 +5%
Ameriprise
65
Ameriprise
Minnesota
$68.3M -$2.19M -18,262 -3%
M&T Bank
66
M&T Bank
New York
$67.7M -$742K -6,172 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$66.5M -$20.7M -172,298 -24%
Renaissance Technologies
68
Renaissance Technologies
New York
$65.1M +$65.1M +541,779 New
SIG
69
Stonegate Investment Group
Alabama
$64.5M -$1.53M -12,708 -2%
Franklin Resources
70
Franklin Resources
California
$64.2M +$17.1M +141,945 +36%
Truist Financial
71
Truist Financial
North Carolina
$63.9M +$4.15M +34,573 +7%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$62.4M +$36M +299,976 +137%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$58.8M -$4.35M -36,190 -7%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$56.8M -$1.74M -14,500 -3%
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$56.7M +$51.7M +430,723 +1,038%
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