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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 %
CCM
1101
Chilton Capital Management
Texas
$291K – – –
WPA
1102
West Paces Advisors
Georgia
$291K -$3.72K -39 -1%
WPC
1103
Wedmont Private Capital
Pennsylvania
$288K -$88.1K -877 -23%
EWM
1104
Empirical Wealth Management
Washington
$286K +$25.2K +264 +10%
WA
1105
WBH Advisory
Maryland
$286K -$9.54K -100 -3%
CCFCSB
1106
Cape Cod Five Cents Savings Bank
Massachusetts
$286K -$90K -944 -24%
MIM
1107
Merrion Investment Management
New Jersey
$286K – – –
CCG
1108
Ceeto Capital Group
Florida
$286K +$286K +3,000 New
MFFIA
1109
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$285K – – –
BJL
1110
Brighton Jones LLC
Washington
$285K -$6.87K -72 -2%
RWP
1111
RWA Wealth Partners
Massachusetts
$285K +$30.1K +316 +12%
CFGS
1112
Concourse Financial Group Securities
Alabama
$284K +$3.91K +41 +1%
PP
1113
PDS Planning
Ohio
$284K +$14.8K +155 +5%
Wealth Enhancement Advisory Services
1114
Wealth Enhancement Advisory Services
Minnesota
$283K -$9.02M -94,562 -97%
PCM
1115
Penserra Capital Management
California
$283K +$281K +2,951 +11,350%
Empower Advisory Group
1116
Empower Advisory Group
Colorado
$282K -$5.63K -59 -2%
GA
1117
Geller Advisors
New York
$281K +$281K +2,946 New
FPGT
1118
Financial Partners Group (Tennessee)
Tennessee
$278K -$79.1K -829 -22%
APP
1119
Avantax Planning Partners
Iowa
$278K +$2.1K +22 +0.8%
SFO
1120
Stokes Family Office
Louisiana
$277K +$37.2K +390 +16%
FFN
1121
Focus Financial Network
Minnesota
$277K +$59.6K +625 +27%
BW
1122
Bison Wealth
Georgia
$277K +$277K +2,901 New
BP
1123
Ballentine Partners
Massachusetts
$276K +$13.5K +142 +5%
FMLI
1124
Fukoku Mutual Life Insurance
Japan
$275K – – –
CRC
1125
Curi RMB Capital
Illinois
$273K +$273K +2,863 New
43 44
45
46 47