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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 %
NAS
776
Nicolet Advisory Services
Wisconsin
$677K +$104K +1,088 +18%
CCC
777
Chelsea Counsel Company
California
$676K +$48.2K +505 +8%
AFIA
778
America First Investment Advisors
Nebraska
$675K – – –
AWE
779
Avidian Wealth Enterprises
Texas
$675K -$342K -3,582 -34%
Nomura Holdings
780
Nomura Holdings
Japan
$673K +$673K +7,059 New
JWCA
781
J.W. Cole Advisors
Florida
$672K +$10.4K +109 +2%
CWP
782
Concord Wealth Partners
Virginia
$669K +$302K +3,164 +82%
NL
783
Navalign LLC
California
$669K -$2.1K -22 -0.3%
AWM
784
Avior Wealth Management
Nebraska
$668K +$41.5K +435 +7%
CIA
785
Cladis Investment Advisory
Montana
$665K +$95 +1 +0%
EH
786
Equitable Holdings
New York
$664K +$127K +1,336 +24%
1SB
787
1ST Source Bank
Indiana
$663K +$4.77K +50 +0.7%
BL
788
Balentine LLC
Georgia
$661K -$405K -4,247 -38%
GWCM
789
Godshalk Welsh Capital Management
Pennsylvania
$661K – – –
PPC
790
Park Place Capital
Alabama
$659K +$7.82K +82 +1%
OCBCO
791
Oversea-Chinese Banking Corp (OCBC)
Singapore
$659K +$659K +6,911 New
SCM
792
Spreng Capital Management
Ohio
$658K – – –
EWA
793
EP Wealth Advisors
California
$655K +$460K +35,237 +235%
HVIA
794
Hudson Valley Investment Advisors
New York
$655K -$7.15K -75 -1%
ICA
795
Infrastructure Capital Advisors
New York
$654K +$307K +3,220 +89%
HFG
796
Heron Financial Group
New York
$651K +$14.3K +150 +2%
AMIM
797
Aull & Monroe Investment Management
Alabama
$651K -$9.54K -100 -1%
FIM
798
Freedom Investment Management
Connecticut
$649K -$20.9K -219 -3%
CG
799
Caprock Group
Idaho
$643K -$2.86K -30 -0.4%
VHAM
800
Van Hulzen Asset Management
California
$641K -$7.35K -77 -1%
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