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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$711M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
3
Deutsche Bank
Germany
$261M
4
EIM
4
Elliott Investment Management
Florida
$73.9M
5
IIM
5
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Alyeska Investment Group
101
Alyeska Investment Group
Illinois
$30.2M +$30.2M +316,306 New
Los Angeles Capital Management
102
Los Angeles Capital Management
California
$30.1M -$19.3M -202,288 -39%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$29.6M +$2.93M +30,731 +11%
Victory Capital Management
104
Victory Capital Management
Texas
$29.6M -$9.29M -97,368 -24%
RIA
105
Recurrent Investment Advisors
Texas
$29.1M +$4.07M +42,720 +16%
OIAM
106
OFI Invest Asset Management
France
$28.7M -$2.99B -31,305,320 -99%
ICG
107
InterOcean Capital Group
Tennessee
$28.2M +$2.1M +21,983 +8%
Voloridge Investment Management
108
Voloridge Investment Management
Florida
$27.6M +$17.1M +179,520 +164%
Natixis Advisors
109
Natixis Advisors
Massachusetts
$26.9M +$6.68M +70,030 +33%
ATN
110
AMF Tjänstepension
Sweden
$26.5M +$12.6M +131,880 +90%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$26.4M +$760K +7,973 +3%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$26.4M -$1.09M -11,419 -4%
State of New Jersey Common Pension Fund D
113
State of New Jersey Common Pension Fund D
New Jersey
$26.1M -$518K -5,434 -2%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$25.4M -$617K -6,465 -2%
US Bancorp
115
US Bancorp
Minnesota
$24.9M -$454K -4,759 -2%
Canada Life
116
Canada Life
Manitoba, Canada
$24.4M -$4.29M -44,792 -15%
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$24.2M -$335K -3,512 -1%
PAMS
118
Pictet Asset Management (Switzerland)
Switzerland
$24.1M +$600K +6,293 +3%
ZIC
119
ZWJ Investment Counsel
Georgia
$23.5M +$1.92M +20,154 +9%
GHA
120
GW Henssler & Associates
Georgia
$23.4M -$151K -1,581 -0.6%
HighTower Advisors
121
HighTower Advisors
Illinois
$23.3M +$1.16M +12,151 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$23.2M -$3.59M -37,640 -13%
AA
123
ALPS Advisors
Colorado
$22.7M -$576K -6,037 -2%
Toronto Dominion Bank
124
Toronto Dominion Bank
Ontario, Canada
$22.5M +$2.26M +23,736 +11%
Creative Planning
125
Creative Planning
Kansas
$21.9M +$1.6M +16,750 +8%
3 4
5
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