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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 %
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$557K -$3.82K -40 -0.7%
CCA
852
Checchi Capital Advisers
California
$556K +$11.6K +122 +2%
PAM
853
Palisade Asset Management
Minnesota
$555K +$4.77K +50 +0.9%
RG
854
Retirement Group
California
$554K -$6.58K -69 -1%
SEA
855
Stegent Equity Advisors
Texas
$553K -$13.3K -139 -2%
WTC
856
WhitTier Trust Company
Nevada
$553K +$62.6K +656 +13%
LFA
857
Legacy Financial Advisors
Kentucky
$551K -$1.14K -12 -0.2%
TRCT
858
Tower Research Capital (TRC)
New York
$551K -$882K -9,243 -62%
ACA
859
Atlas Capital Advisors
Wyoming
$551K +$280K +2,939 +104%
Fisher Asset Management
860
Fisher Asset Management
Washington
$551K +$81.5K +854 +17%
FM
861
Foster & Motley
Ohio
$547K – – –
AMBIA
862
Allen Mooney & Barnes Investment Advisors
Georgia
$545K +$7.73K +81 +1%
FFWA
863
FRG Family Wealth Advisors
Washington
$544K – – –
CAMV
864
Concord Asset Management (Virginia)
Virginia
$541K +$111K +1,169 +26%
MWM
865
Mission Wealth Management
California
$539K +$16.4K +172 +3%
CI
866
Cigna Investments
Connecticut
$537K -$6.76K -71 -1%
JCM
867
J2 Capital Management
Michigan
$536K -$34.5K -362 -6%
MA
868
MONECO Advisors
Connecticut
$536K +$77.3K +811 +17%
VCWA
869
Vanguard Capital Wealth Advisors
Colorado
$533K +$107K +1,119 +25%
WFAG
870
Worth Financial Advisory Group
North Carolina
$531K -$16.7K -175 -3%
MWM
871
Modera Wealth Management
New Jersey
$530K +$293K +3,076 +124%
TCA
872
Transcend Capital Advisors
New Jersey
$530K -$98.8K -1,036 -16%
BHWM
873
Bar Harbor Wealth Management
New Hampshire
$529K -$3.43K -36 -0.6%
WAM
874
Weatherly Asset Management
California
$525K -$6.2K -65 -1%
OF
875
Outfitter Financial
Maine
$525K – – –
33 34
35
36 37