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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 %
GI
876
GAMCO Investors
Connecticut
$523K – – –
KA
877
Kovack Advisors
Florida
$521K +$20.2K +212 +4%
CL
878
Choreo LLC
Illinois
$516K -$5.63K -59 -1%
CAM
879
Campion Asset Management
Virginia
$511K -$6.39K -67 -1%
CT
880
Cambridge Trust
Massachusetts
$506K -$26.4K -277 -5%
MA
881
MJP Associates
Connecticut
$502K -$62.2K -652 -11%
TWM
882
Thrive Wealth Management
Pennsylvania
$502K -$29.1K -305 -5%
NSIM
883
North Star Investment Management
Illinois
$500K +$477 +5 +0.1%
CG
884
Clifford Group
Massachusetts
$493K +$129K +1,357 +36%
AWS
885
Arkfeld Wealth Strategies
Nebraska
$493K -$7.24K -71 -1%
LW
886
Linscomb Wealth
Texas
$493K -$22.2K -233 -4%
NL
887
NWAM LLC
Washington
$492K +$99.4K +1,042 +25%
IPW
888
Inlet Private Wealth
Florida
$492K – – –
CW
889
Connectus Wealth
Ohio
$491K – – –
FA
890
Faithward Advisors
Pennsylvania
$491K -$332K -2,843 -40%
MCM
891
Mill Capital Management
North Carolina
$491K -$163K -1,711 -25%
SIA
892
Schear Investment Advisers
Ohio
$489K -$12.5K -131 -2%
MC
893
Maverick Capital
Texas
$488K +$488K +5,119 New
ESB
894
Essex Savings Bank
Connecticut
$487K -$59.6K -625 -11%
WCG
895
Weaver Consulting Group
California
$486K +$191 +2 +0%
KI
896
Kapitalo Investimentos
Brazil
$486K +$384K +4,027 +378%
SCM
897
Schnieders Capital Management
California
$482K – – –
AGP
898
Autumn Glory Partners
Texas
$481K – – –
BIA
899
Beacon Investment Advisors
Maryland
$481K -$2.58K -27 -0.5%
WCM
900
Whitener Capital Management
North Carolina
$477K -$7.44K -78 -2%
34 35
36
37 38