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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$711M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
3
Deutsche Bank
Germany
$261M
4
EIM
4
Elliott Investment Management
Florida
$73.9M
5
IIM
5
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
76
Chickasaw Capital Management
Tennessee
$43.5M -$3.29M -34,529 -7%
PI
77
PFS Investments
Georgia
$43M +$2.53M +26,513 +6%
FWIA
78
Fort Washington Investment Advisors
Ohio
$42.6M +$249K +2,610 +0.6%
Stifel Financial
79
Stifel Financial
Missouri
$42.1M +$1.01M +10,543 +2%
Citadel Advisors
80
Citadel Advisors
Florida
$41.1M -$60.7M -636,810 -60%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$38.7M -$3.26M -34,157 -8%
SEI Investments
82
SEI Investments
Pennsylvania
$38.1M -$1.35M -14,112 -3%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$38M +$3.06M +32,074 +9%
Franklin Resources
84
Franklin Resources
California
$37.4M -$1.69M -17,702 -4%
GT
85
Glenmede Trust
Pennsylvania
$37.2M -$30.4K -300 -0.1%
RMDI
86
R.M. Davis Inc
Maine
$36.9M +$3.91K +41 +0%
Aviva
87
Aviva
United Kingdom
$36.6M -$5.06M -53,050 -12%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$36.4M -$921K -9,668 -2%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$36.3M +$15.7M +164,664 +76%
MHI
90
Miller Howard Investments
New York
$35.8M +$32.7M +342,580 +1,032%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$35.7M -$2.55M -26,698 -7%
Osaic Holdings
92
Osaic Holdings
Arizona
$35.1M +$1.44M +15,092 +4%
American Century Companies
93
American Century Companies
Missouri
$34.1M -$39.5M -414,585 -54%
Boston Partners
94
Boston Partners
Massachusetts
$33.8M -$2.83M -29,649 -8%
KACA
95
Kayne Anderson Capital Advisors
California
$32.8M -$371K -3,889 -1%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$32.2M -$667K -6,997 -2%
ARG
97
Advisory Resource Group
Oklahoma
$31.8M +$1.23M +12,933 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
98
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$31.5M – – –
GLA
99
Great Lakes Advisors
Illinois
$31M -$2.34M -24,500 -7%
TAM
100
Todd Asset Management
Kentucky
$30.3M -$129K -1,348 -0.4%
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4
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