PSX icon

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 %
WIA
826
Westbourne Investment Advisors
Maryland
$588K -$1.91K -20 -0.3%
HH
827
Hilltop Holdings
Texas
$587K -$101K -1,063 -15%
RPCONE
828
Retirement Planning Company of New England
Rhode Island
$585K +$1.34K +14 +0.2%
CGL
829
Clarius Group LLC
Washington
$584K -$5.06K -53 -0.9%
BB
830
Busey Bank
Illinois
$584K +$1.05K +11 +0.2%
IFAM
831
Institutional & Family Asset Management
Colorado
$583K +$43.8K +459 +8%
SGDR
832
SPX Gestao de Recursos
Brazil
$582K +$582K +6,097 New
VA
833
Valmark Advisers
Ohio
$580K +$286 +3 +0%
BO
834
Bank OZK
Arkansas
$580K -$218K -2,282 -27%
PFSC
835
Peoples Financial Services Corp
Pennsylvania
$578K – – –
PWM
836
Perigon Wealth Management
California
$577K +$25K +262 +5%
PVI
837
Pine Valley Investments
New Jersey
$577K +$577K +6,049 New
CAMG
838
CWA Asset Management Group
Florida
$576K +$27.4K +287 +5%
HCA
839
Heck Capital Advisors
Wisconsin
$574K – – –
PCC
840
Park Circle Company
Maryland
$572K – – –
PTC
841
Private Trust Company
Ohio
$572K +$100K +1,052 +21%
PCS
842
Personal CFO Solutions
New Jersey
$570K +$20.3K +213 +4%
ACG
843
Allen Capital Group
Nebraska
$570K +$1.72K +18 +0.3%
FMAEN1
844
Fund Management at Engine No 1
California
$570K +$31.1K +326 +6%
JFGIW
845
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$569K +$12.1K +127 +2%
MAM
846
Mystic Asset Management
Rhode Island
$569K -$9.54K -100 -2%
IAN
847
Integrated Advisors Network
Texas
$569K +$6.01K +63 +1%
VT
848
Vise Technologies
New York
$565K -$27.3K -286 -5%
MHR
849
Matthew Hamilton Rosenberg
$564K +$10.1K +106 +2%
REMPR
850
Roof Eidam Maycock Peralta (REMP)
California
$564K – – –
32 33
34
35 36