PSX icon

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 %
SWM
1001
Segment Wealth Management
Texas
$369K -$2.38K -25 -0.6%
SWS
1002
SYSTM Wealth Solutions
Illinois
$369K -$9.44K -99 -2%
AAS
1003
Ameritas Advisory Services
Nebraska
$367K -$152K -1,524 -29%
KIA
1004
KCM Investment Advisors
California
$366K -$10K -105 -3%
MAM
1005
Montchanin Asset Management
Delaware
$365K – – –
GF
1006
Goodman Financial
Texas
$364K – – –
OCM
1007
Orleans Capital Management
Louisiana
$363K -$52K -545 -13%
ST
1008
Spinnaker Trust
Maine
$363K +$47.7K +500 +15%
WT
1009
Washington Trust
Rhode Island
$362K -$6.1K -64 -2%
CA
1010
Callahan Advisors
Texas
$362K – – –
CIAS
1011
CFS Investment Advisory Services
New Jersey
$361K +$361K +3,785 New
MBT
1012
Montecito Bank & Trust
California
$360K – – –
RSWM
1013
Robertson Stephens Wealth Management
California
$359K +$11.2K +117 +3%
WG
1014
Welch Group
Alabama
$358K +$1.53K +16 +0.4%
RVPG
1015
Relative Value Partners Group
$357K – – –
GFP
1016
Gryphon Financial Partners
Ohio
$356K +$25.5K +267 +8%
PI
1017
PFG Investments
New York
$356K -$9.82K -103 -3%
OPTFSNA
1018
Old Point Trust & Financial Services N A
Virginia
$353K -$57.2K -600 -14%
GIM
1019
Groesbeck Investment Management
New Jersey
$353K -$108K -1,134 -23%
SI
1020
Saxon Interests
Texas
$353K – – –
HDIM
1021
Hanson & Doremus Investment Management
Vermont
$351K +$857 +9 +0.2%
BHWM
1022
Beaird Harris Wealth Management
Texas
$349K -$191 -2 -0.1%
SIG
1023
Spinnaker Investment Group
California
$347K +$572 +6 +0.2%
BCM
1024
Bayesian Capital Management
New York
$346K -$5.95M -62,402 -95%
FCH
1025
Freestone Capital Holdings
Washington
$346K -$9.25K -97 -3%
39 40
41
42 43