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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 %
DTC
1051
Davidson Trust Company
Washington
$327K – – –
PCMC
1052
Paragon Capital Management (Colorado)
Colorado
$326K +$22.8K +239 +8%
CT
1053
Chicago Trust
Illinois
$326K -$27.1K -284 -8%
CLOS
1054
Compagnie Lombard Odier SCmA
Switzerland
$326K – – –
VCP
1055
Verus Capital Partners
Arizona
$325K +$115K +1,209 +55%
EIP
1056
Energy Income Partners
Connecticut
$324K +$45.3K +475 +16%
UM
1057
UniSuper Management
Australia
$324K +$324K +3,400 New
CBT
1058
CoreFirst Bank & Trust
Kansas
$324K -$4.2K -44 -1%
KIC
1059
Keating Investment Counselors
Florida
$322K – – –
CC
1060
Cadinha & Co
Hawaii
$320K – – –
PAG
1061
Powers Advisory Group
Illinois
$319K -$47K -493 -13%
EM
1062
Excalibur Management
Massachusetts
$318K – – –
IVP
1063
Intrinsic Value Partners
Arizona
$318K -$2.39K -25 -0.7%
AIM
1064
Allen Investment Management
New York
$316K -$2.29K -24 -0.7%
CAL
1065
Capital Analysts LLC
Pennsylvania
$314K +$668 +7 +0.2%
TWM
1066
Tanager Wealth Management
United Kingdom
$313K +$572 +6 +0.2%
TVAMP
1067
Tennessee Valley Asset Management Partners
Tennessee
$312K +$5.06K +53 +2%
BEC
1068
Blue Edge Capital
Virginia
$312K +$382 +4 +0.1%
DS
1069
DRW Securities
Illinois
$311K -$426K -4,461 -58%
DWM
1070
Drive Wealth Management
Utah
$310K +$8.97K +94 +3%
NWM
1071
Northcape Wealth Management
New York
$309K +$6.49K +68 +2%
MRCM
1072
M&R Capital Management
New Jersey
$309K -$28.6K -300 -8%
SGCA
1073
Steel Grove Capital Advisors
Tennessee
$308K – – –
PGF
1074
Plan Group Financial
Oklahoma
$306K +$306K +3,051 New
RPC
1075
Rossmore Private Capital
Connecticut
$306K +$13.4K +140 +5%
41 42
43
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