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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 %
LC
1076
LCNB Corp
Ohio
$306K +$26.7K +280 +10%
GLA
1077
Good Life Advisors
Pennsylvania
$305K +$8.87K +93 +3%
TCOO
1078
Trust Company of Oklahoma
Oklahoma
$304K -$118K -1,234 -28%
WHG
1079
Westwood Holdings Group
Texas
$304K -$74.9K -785 -20%
FNBSF
1080
First National Bank Sioux Falls
South Dakota
$304K – – –
TW
1081
Transform Wealth
Colorado
$303K -$4.67K -49 -2%
CIAS
1082
Capital Investment Advisory Services
North Carolina
$303K -$17.6K -184 -5%
WPP
1083
Whalerock Point Partners
Rhode Island
$302K +$4.96K +52 +2%
SIM
1084
Sentry Investment Management
Wisconsin
$301K – – –
EGA
1085
E&G Advisors
Texas
$301K – – –
KCM
1086
Kanawha Capital Management
Virginia
$300K +$6.49K +68 +2%
PCM
1087
Prelude Capital Management
New York
$299K +$299K +3,139 New
BMC
1088
Beaton Management Company
Massachusetts
$299K – – –
MFS
1089
Mirabella Financial Services
United Kingdom
$297K +$297K +3,115 New
Point72 Asset Management
1090
Point72 Asset Management
Connecticut
$297K -$4.68M -49,114 -94%
CIA
1091
Capital Investment Advisors
Georgia
$296K +$2.77K +29 +0.9%
AWM
1092
Angeles Wealth Management
California
$296K +$19K +199 +7%
FIB
1093
First Interstate Bank
Montana
$296K – – –
TAM
1094
Townsend Asset Management
North Carolina
$296K -$13.6K -143 -4%
MCA
1095
MSH Capital Advisors
Arizona
$296K -$16.2K -170 -5%
CA
1096
Cornerstone Advisors
North Carolina
$296K +$296K +3,100 New
MFG
1097
Magnus Financial Group
New York
$294K -$4.29K -45 -1%
AA
1098
Apriem Advisors
California
$293K – – –
PCM
1099
Poehling Capital Management
Wisconsin
$292K – – –
SP
1100
Successful Portfolios
Florida
$292K -$26.6K -279 -8%
42 43
44
45 46