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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 %
IF
976
Insight Folios
North Carolina
$385K -$10.1K -106 -3%
DAC
977
Dividend Assets Capital
South Carolina
$385K -$9.35K -98 -2%
JSL
978
JT Stratford LLC
Georgia
$385K -$25.6K -268 -6%
JF
979
Jump Financial
Illinois
$385K +$93.7K +982 +32%
BA
980
Ballew Advisors
Mississippi
$385K – – –
FWTB
981
First Western Trust Bank
Colorado
$384K -$20.2K -212 -5%
RBFC
982
Roman Butler Fullerton & Co
Missouri
$383K +$1.95K +19 +0.5%
MFA
983
Mayflower Financial Advisors
Massachusetts
$382K -$7.44K -78 -2%
AIA
984
Affinity Investment Advisors
California
$382K +$382K +4,010 New
SPWM
985
Straight Path Wealth Management
Michigan
$382K +$382K +4,004 New
HAI
986
Hennessy Advisors Inc
California
$382K -$191K -2,000 -33%
CCA
987
Childress Capital Advisors
Texas
$382K – – –
KWM
988
Kolinsky Wealth Management
New Jersey
$381K +$21.4K +226 +6%
WIC
989
Wilkins Investment Counsel
Massachusetts
$380K – – –
FMB
990
Field & Main Bank
Kentucky
$380K -$16.2K -170 -4%
RC
991
Roundview Capital
New Jersey
$379K – – –
MFWP
992
Mosaic Family Wealth Partners
Missouri
$379K +$191 +2 +0.1%
PWG
993
Portside Wealth Group
Utah
$379K +$379K +3,972 New
EDRH
994
Edmond de Rothschild Holding
Switzerland
$377K – – –
JGUA
995
John G. Ullman & Associates
New York
$377K – – –
SFI
996
Siemens Fonds Invest
Germany
$376K – – –
BOPW
997
Brandywine Oak Private Wealth
Pennsylvania
$373K -$9.54K -100 -2%
FMWA
998
Forvis Mazars Wealth Advisors
Missouri
$373K +$11.4K +120 +3%
SAM
999
Strategy Asset Managers
California
$373K -$10.3K -108 -3%
PWMAG
1000
Pinnacle Wealth Management Advisory Group
New Jersey
$372K +$11.2K +117 +3%
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40
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