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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 %
FFM
751
Forum Financial Management
Illinois
$721K +$4.2K +44 +0.6%
FHA
752
Flagship Harbor Advisors
Massachusetts
$720K -$92.8K -973 -11%
ACM
753
Aquatic Capital Management
Illinois
$715K +$648K +6,800 +971%
QCM
754
Quantinno Capital Management
New York
$713K -$278K -2,912 -28%
LWA
755
Lineweaver Wealth Advisors
Ohio
$710K -$2.96K -31 -0.4%
ECG
756
Edge Capital Group
Georgia
$709K -$191K -2,005 -21%
FNA
757
First National Advisers
Nebraska
$705K +$11.2K +118 +2%
TWI
758
Thomas White International
Illinois
$703K – – –
IFWM
759
Institute for Wealth Management
Colorado
$702K -$6.77K -71 -1%
IWA
760
Intercontinental Wealth Advisors
Texas
$701K -$6.96K -73 -1%
WA
761
Wealth Alliance
New York
$700K -$51.7K -542 -7%
DAM
762
Doheny Asset Management
California
$700K -$33.4K -350 -5%
MMPW
763
Mitchell McLeod Pugh & Williams
Alabama
$700K -$858 -9 -0.1%
PGFC
764
Peapack-Gladstone Financial Corp
New Jersey
$699K -$32.3K -338 -4%
HAIM
765
Hunter Associates Investment Management
Pennsylvania
$698K -$673 -7 -0.1%
FMTCOCP
766
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$698K +$9.83K +103 +1%
MOS
767
MGO One Seven
Ohio
$695K -$280K -2,931 -29%
DFCM
768
Dark Forest Capital Management
Puerto Rico
$694K +$404K +4,235 +139%
BFS
769
Bradley Foster & Sargent
Connecticut
$694K +$5.44K +57 +0.8%
PIM
770
Penobscot Investment Management
Massachusetts
$693K -$130K -1,364 -16%
MAS
771
Meeder Advisory Services
Ohio
$684K +$32.9K +345 +5%
GT
772
Glenview Trust
Kentucky
$681K -$59.4K -623 -8%
IA
773
IFP Advisors
Florida
$681K +$954 +10 +0.1%
PSC
774
Portman Square Capital
United Kingdom
$679K -$628K -6,587 -48%
ANTB
775
AMG National Trust Bank
Colorado
$678K -$333K -3,488 -33%
29 30
31
32 33