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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 %
AG
1126
AIA Group
Hong Kong
$271K -$155K -1,625 -36%
MAG
1127
MRA Advisory Group
New Jersey
$271K +$6.01K +63 +2%
FNBOSM
1128
First National Bank of South Miami
Florida
$269K -$13.2K -138 -5%
AFG
1129
ABLE Financial Group
Arizona
$268K -$200K -2,094 -43%
IWA
1130
IVC Wealth Advisors
Pennsylvania
$267K -$763 -8 -0.3%
VSQM
1131
V-Square Quantitative Management
Illinois
$267K -$19.3K -202 -7%
FIA
1132
Foundations Investment Advisors
Arizona
$267K -$6.68K -70 -2%
EFS
1133
Essex Financial Services
Connecticut
$266K -$425K -4,461 -62%
SRG
1134
SBB Research Group
Illinois
$265K +$2.96K +31 +1%
CB
1135
Cadence Bank
Mississippi
$265K +$1.05K +11 +0.4%
PIA
1136
Perennial Investment Advisors
California
$264K +$36.7K +385 +16%
LIA
1137
LBMC Investment Advisors
Tennessee
$263K +$95 +1 +0%
CC
1138
Callan Capital
California
$263K -$48.1K -504 -15%
HIIFS
1139
Harel Insurance Investments & Financial Services
Israel
$261K +$261K +2,760 New
LC
1140
Lindbrook Capital
California
$260K +$8.68K +91 +3%
TA
1141
Tiedemann Advisors
New York
$259K +$1.15K +12 +0.4%
SFS
1142
Stiles Financial Services
Minnesota
$259K +$5.06K +53 +2%
Jennison Associates
1143
Jennison Associates
New York
$259K +$9.16K +96 +4%
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$257K – – –
TSW
1145
Thompson Siegel & Walmsley
Virginia
$257K – – –
DWA
1146
Douglass Winthrop Advisors
New York
$257K – – –
PK
1147
Pflug Koory
Nebraska
$256K +$8.11K +85 +3%
HI
1148
Harbour Investments
Wisconsin
$256K +$14.9K +156 +6%
MMG
1149
Monetary Management Group
Missouri
$255K – – –
CCA
1150
Cadent Capital Advisors
Oklahoma
$255K +$37.1K +389 +17%
44 45
46
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