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Phillips 66
PSX

Overview Fund Activity

1,651 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 591 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$55.5M -$4.66M -38,817 -8%
Osaic Holdings
77
Osaic Holdings
Arizona
$55.4M +$11.2M +93,055 +25%
FWIA
78
Fort Washington Investment Advisors
Ohio
$54.8M +$1.22M +10,192 +2%
Stifel Financial
79
Stifel Financial
Missouri
$54.2M +$1.18M +9,810 +2%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$52.9M +$14.9M +124,249 +39%
ORIO
81
Old Republic International (ORI)
Illinois
$52.4M -$14.7M -122,000 -22%
MSE
82
MUFG Securities EMEA
United Kingdom
$51.1M +$51.1M +425,000 New
BNP Paribas Financial Markets
83
BNP Paribas Financial Markets
France
$50.3M +$29.9M +249,020 +147%
Mitsubishi UFJ Asset Management
84
Mitsubishi UFJ Asset Management
Japan
$50.2M +$2.37M +19,711 +5%
Nomura Holdings
85
Nomura Holdings
Japan
$47.9M +$47.1M +391,941 +5,552%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.7M +$1.7M +14,186 +4%
RMDI
87
R.M. Davis Inc
Maine
$45.8M -$640K -5,325 -1%
SEI Investments
88
SEI Investments
Pennsylvania
$45.4M -$2.65M -22,035 -6%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$44.7M -$1.35M -11,163 -3%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$44M +$44M +366,158 New
Citigroup
91
Citigroup
New York
$43.9M -$13.7M -113,872 -24%
Boston Partners
92
Boston Partners
Massachusetts
$43.6M +$1.13M +9,448 +3%
RCM
93
RNC Capital Management
California
$43.2M -$16.6M -138,475 -28%
Jane Street
94
Jane Street
New York
$43M +$24.8M +206,202 +136%
American Century Companies
95
American Century Companies
Missouri
$42.9M -$101K -838 -0.2%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$42.4M -$109M -911,354 -72%
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$42.4M +$30.7M +255,780 +264%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$42.3M +$32.8M +273,100 +344%
State of Tennessee, Department of Treasury
99
State of Tennessee, Department of Treasury
Tennessee
$40.4M +$29.1M +242,154 +257%
Aviva
100
Aviva
United Kingdom
$40.3M -$5.76M -47,945 -12%
2 3
4
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