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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 %
BEAM
726
Baker Ellis Asset Management
Washington
$782K -$12.9K -135 -2%
ONB
727
Old National Bancorp
Indiana
$782K +$211K +2,213 +37%
MA
728
Mutual Advisors
Nebraska
$781K -$86.9K -911 -10%
FG
729
Fiduciary Group
Georgia
$780K -$4.67K -49 -0.6%
SFS
730
Strategic Financial Services
New York
$776K -$39.8K -348 -5%
TNA
731
True North Advisors
Texas
$766K +$13.3K +139 +2%
Group One Trading
732
Group One Trading
Illinois
$763K -$451K -4,732 -37%
MPI
733
Mairs & Power Inc
Minnesota
$762K -$134K -1,405 -15%
WA
734
WESPAC Advisors
California
$761K +$761K +7,974 New
KTC
735
Kistler-Tiffany Companies
Pennsylvania
$753K +$46K +482 +7%
WP
736
Westmount Partners
California
$753K +$7.82K +82 +1%
VIM
737
Vinva Investment Management
Australia
$747K -$762K -8,061 -50%
MC
738
Machina Capital
France
$746K +$654K +6,855 +706%
TFS
739
Thoroughbred Financial Services
Tennessee
$746K -$1.62K -17 -0.2%
PBO
740
Peoples Bank (Ohio)
Ohio
$744K -$954 -10 -0.1%
NL
741
NVWM LLC
Pennsylvania
$742K +$32K +335 +5%
BCCM
742
Bridge Creek Capital Management
Massachusetts
$739K – – –
BSA
743
Bull Street Advisors
Georgia
$739K – – –
PCMF
744
Private Capital Management (Florida)
Florida
$738K +$157K +1,649 +27%
EP
745
Edgestream Partners
New Jersey
$734K +$734K +7,691 New
JWM
746
Jupiter Wealth Management
Colorado
$730K -$95.4K -1,000 -12%
VEA
747
Virtus ETF Advisers
New York
$729K -$62.7K -657 -8%
WA
748
WealthTrust Axiom
Pennsylvania
$728K +$572 +6 +0.1%
FSC
749
Full Sail Capital
Oklahoma
$723K -$286 -3 -0%
FNBT
750
FineMark National Bank & Trust
Florida
$722K +$136K +1,424 +23%
28 29
30
31 32