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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 %
CSIA
1151
Carl Stuart Investment Advisor
Texas
$254K +$254K +2,663 New
HWA
1152
HCR Wealth Advisors
California
$252K +$191 +2 +0.1%
FBT
1153
First Bankers Trust
Kentucky
$252K -$9.54K -100 -4%
FMTC
1154
Farmers & Merchants Trust Company
California
$252K -$668 -7 -0.3%
JE
1155
JMAC Enterprises
Pennsylvania
$251K – – –
LCM
1156
Laurion Capital Management
New York
$251K -$134K -1,404 -35%
PL
1157
Plancorp LLC
Missouri
$251K -$25.3K -265 -9%
KBFS
1158
Kohmann Bosshard Financial Services
Ohio
$250K +$14.8K +155 +6%
PC
1159
Port Capital
Illinois
$250K +$8.69K +91 +4%
BCM
1160
Basso Capital Management
Connecticut
$249K -$16.7K -175 -6%
PRC
1161
Pearl River Capital
Michigan
$248K -$5.09M -53,335 -95%
GCM
1162
Gables Capital Management
Florida
$248K +$4.77K +50 +2%
Dodge & Cox
1163
Dodge & Cox
California
$248K – – –
WC
1164
Whitney & Co
New York
$248K – – –
WTB
1165
Washington Trust Bank
Washington
$247K +$48.2K +505 +24%
TAIM
1166
TD Ameritrade Investment Management
Nebraska
$246K -$29.7K -312 -11%
MWP
1167
Moller Wealth Partners
$245K – – –
GW
1168
GW & Wade
Massachusetts
$244K +$19.3K +203 +9%
EFG
1169
Everhart Financial Group
Ohio
$244K +$15.5K +162 +7%
HC
1170
Hamilton Capital
Ohio
$242K +$242K +2,541 New
GSB
1171
Greenfield Savings Bank
Massachusetts
$242K +$16.9K +177 +8%
EFG
1172
Ethos Financial Group
Pennsylvania
$242K – – –
OWP
1173
Obermeyer Wealth Partners
Colorado
$242K – – –
UCI
1174
Uncommon Cents Investing
Wisconsin
$241K +$241K +2,527 New
PT
1175
Plimoth Trust
Massachusetts
$241K – – –
45 46
47
48 49