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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 %
GPA
901
Garrison Point Advisors
California
$475K – – –
CCMG
902
Clark Capital Management Group
Pennsylvania
$473K -$262K -2,750 -36%
VCG
903
Vantage Consulting Group
Virginia
$472K -$7.54K -79 -2%
SA
904
Syntax Advisors
New York
$472K -$7.54K -79 -2%
BWM
905
BerganKDV Wealth Management
Minnesota
$472K -$119K -1,250 -20%
PP
906
Patron Partners
Texas
$472K -$33.6K -352 -7%
CS
907
Comerica Securities
Michigan
$471K -$49.7K -521 -10%
SAM
908
S.A. Mason
Michigan
$471K – – –
PA
909
Probity Advisors
Texas
$470K +$470K +4,932 New
BTWM
910
Baker Tilly Wealth Management
Wisconsin
$470K -$17.2K -180 -4%
TL
911
Tradewinds LLC
North Carolina
$466K +$16.9K +177 +4%
JHCP
912
Jackson Hole Capital Partners
Oklahoma
$465K – – –
CI Investments Inc
913
CI Investments Inc
Ontario, Canada
$464K +$93.8K +983 +25%
EWA
914
EverSource Wealth Advisors
Alabama
$461K -$5.63K -59 -1%
CFG
915
Citizens Financial Group
Rhode Island
$458K -$286 -3 -0.1%
FWP
916
FAS Wealth Partners
Kansas
$457K +$22.6K +237 +5%
LCM
917
LVM Capital Management
Michigan
$457K – – –
TW
918
TrinityPoint Wealth
Connecticut
$457K +$142K +1,492 +45%
PA
919
PFG Advisors
Arizona
$456K -$38.9K -408 -8%
AFP
920
Ausdal Financial Partners
Iowa
$455K +$14.4K +151 +3%
VWM
921
Venturi Wealth Management
Texas
$454K -$44.4K -466 -9%
VDI
922
Vaughan David Investments
Illinois
$454K – – –
BFA
923
BMS Financial Advisors
South Dakota
$453K -$204K -2,136 -31%
FFA
924
First Foundation Advisors
California
$451K +$7.82K +82 +2%
SWM
925
Sendero Wealth Management
Texas
$451K +$451K +4,726 New
35 36
37
38 39