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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 %
FFBTD
1176
First Financial Bank - Trust Division
Ohio
$239K -$1.72K -18 -0.7%
LSIA
1177
LaSalle St. Investment Advisors
Illinois
$239K +$239K +2,511 New
CL
1178
CSS LLC
Illinois
$238K -$47.7K -500 -17%
APW
1179
Acima Private Wealth
Virginia
$238K – – –
AFG
1180
Allegheny Financial Group
Pennsylvania
$238K -$1.62K -17 -0.7%
AF
1181
Aldebaran Financial
$238K -$35.3K -370 -13%
MA
1182
Montag & Associates
Georgia
$237K – – –
GA
1183
Greytown Advisors
Florida
$235K – – –
TCOV
1184
Trust Company of Vermont
Vermont
$233K -$63.8K -669 -21%
AIM
1185
Acropolis Investment Management
Missouri
$231K -$191K -2,002 -45%
AWM
1186
Aries Wealth Management
Maine
$231K +$1.43K +15 +0.6%
DWM
1187
Denver Wealth Management
Colorado
$230K -$4.2K -44 -2%
IIM
1188
Ipswich Investment Management
Massachusetts
$229K – – –
MWPCG
1189
Measured Wealth Private Client Group
New Hampshire
$228K – – –
DMBA
1190
Deseret Mutual Benefit Administrators
Utah
$228K – – –
T
1191
TCWP
Ohio
$228K – – –
SWA
1192
Sutton Wealth Advisors
Florida
$228K – – –
BAAM
1193
Baker Avenue Asset Management
California
$228K -$31.2K -327 -12%
CFA
1194
CWS Financial Advisors
Michigan
$226K +$4.77K +50 +2%
MIP
1195
Marietta Investment Partners
Wisconsin
$225K – – –
JC
1196
Jacobs & Co
California
$225K -$66.6K -700 -23%
CAM
1197
Close Asset Management
United Kingdom
$225K – – –
CCM
1198
Canal Capital Management
Virginia
$225K -$954 -10 -0.4%
EHWM
1199
Eads & Heald Wealth Management
Georgia
$224K +$224K +2,351 New
Kovitz Investment Group Partners
1200
Kovitz Investment Group Partners
Illinois
$223K +$223K +2,340 New
46 47
48
49 50