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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 %
SW
1201
SkyOak Wealth
Michigan
$223K – – –
TTWM
1202
TCV Trust & Wealth Management
Virginia
$223K -$28.6K -300 -11%
STA
1203
Summit Trail Advisors
New York
$223K +$223K +2,334 New
HWMG
1204
Hurlow Wealth Management Group
Indiana
$223K +$95 +1 +0%
BEI
1205
Benjamin Edwards Inc
Missouri
$222K -$30.3K -318 -12%
FNFDCM
1206
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$222K – – –
WJA
1207
Willis Johnson & Associates
Texas
$222K -$6.39K -67 -3%
WIM
1208
Warwick Investment Management
Texas
$221K +$7.54K +79 +4%
SVWAG
1209
Sound View Wealth Advisors Group
Georgia
$221K +$7.82K +82 +4%
HBW
1210
Hazlett, Burt & Watson
West Virginia
$221K +$961 +10 +0.4%
QT
1211
Quantbot Technologies
New York
$221K -$277K -2,899 -56%
CAM
1212
Covenant Asset Management
New Jersey
$220K – – –
DWT
1213
Dorsey & Whitney Trust
South Dakota
$220K -$177K -1,857 -45%
DCM
1214
Donaldson Capital Management
Indiana
$220K +$5.15K +54 +2%
PSP
1215
Principal Street Partners
Tennessee
$220K – – –
CIC
1216
Crawford Investment Counsel
Georgia
$220K +$220K +2,304 New
LCM
1217
Liberty Capital Management
Michigan
$220K – – –
ACIM
1218
Azimuth Capital Investment Management
Michigan
$219K -$4.77K -50 -2%
BFA
1219
Beaumont Financial Advisors
Massachusetts
$217K +$6.96K +73 +3%
AWP
1220
Abacus Wealth Partners
California
$217K -$2.19K -23 -1%
CF
1221
Centaurus Financial
California
$216K -$229K -2,402 -51%
HCP
1222
Hexagon Capital Partners
Arkansas
$215K -$1.24K -13 -0.6%
LPT
1223
Legacy Private Trust
Wisconsin
$215K +$215K +2,250 New
LCM
1224
Leisure Capital Management
California
$214K -$15.4K -161 -7%
AA
1225
AlphaCentric Advisors
Puerto Rico
$214K -$138K -1,447 -39%
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