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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 %
SBIA
926
Sheaff Brock Investment Advisors
Indiana
$448K +$64.9K +680 +17%
LAM
927
Lingohr Asset Management
Germany
$448K – – –
WPW
928
Waldron Private Wealth
Pennsylvania
$448K -$13.7K -144 -3%
IAS
929
Insigneo Advisory Services
Florida
$445K +$858 +9 +0.2%
LC
930
Lincoln Capital
Nebraska
$445K – – –
PPP
931
Private Portfolio Partners
New Jersey
$437K +$3.43K +36 +0.8%
FLPIM
932
F.L. Putnam Investment Management
Massachusetts
$436K -$40.7K -427 -9%
PFP
933
Pinnacle Financial Partners
Tennessee
$434K +$1.05K +11 +0.2%
WAP
934
Wealthcare Advisory Partners
Pennsylvania
$434K -$135K -1,420 -24%
P
935
Pitcairn
Pennsylvania
$431K -$3.82K -40 -0.9%
SWM
936
Spire Wealth Management
Virginia
$430K -$64.5K -676 -13%
ECM
937
Evergreen Capital Management
Washington
$429K +$14.6K +153 +4%
SLWA
938
San Luis Wealth Advisors
California
$429K -$1.05K -11 -0.2%
RGC
939
Roberts, Glore & Co
Illinois
$425K – – –
QCG
940
Quadrant Capital Group
Ohio
$424K -$34.7K -364 -8%
ACA
941
Aptus Capital Advisors
Alabama
$424K +$6.87K +72 +2%
KIA
942
KLR Investment Advisors
Rhode Island
$424K +$15.4K +161 +4%
VAM
943
Verity Asset Management
North Carolina
$423K -$21.1K -221 -5%
MIC
944
Means Investment Company
Maine
$422K -$191 -2 -0%
WIC
945
Woodmont Investment Counsel
Tennessee
$421K -$858 -9 -0.2%
RIA
946
Richwood Investment Advisors
Ohio
$421K +$421K +4,410 New
APW
947
Austin Private Wealth
Texas
$420K +$3.91K +41 +0.9%
ECM
948
Estabrook Capital Management
New York
$420K – – –
TCM
949
Tributary Capital Management
Nebraska
$420K -$9.54K -100 -2%
LWCFA
950
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$419K +$77.6K +814 +23%
36 37
38
39 40