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Phillips 66
PSX

Overview Fund Activity

1,651 hedge funds and large institutions have $38.5B invested in Phillips 66 in 2023 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 561 increasing their positions, 591 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
Holding in Top 10
27
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+125%
% of All Funds
0.43%
New
216
Increased
561
Reduced
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$40.1M -$8.62M -71,771 -18%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$40M -$576K -4,795 -1%
Arrowstreet Capital
103
Arrowstreet Capital
Massachusetts
$39.8M +$39.8M +330,910 New
MHI
104
Miller Howard Investments
New York
$39.1M -$6.04M -50,268 -13%
GLA
105
Great Lakes Advisors
Illinois
$39M -$74.6K -621 -0.2%
IIM
106
INTECH Investment Management
Florida
$38.6M -$42.5M -353,707 -52%
TAM
107
Todd Asset Management
Kentucky
$38.5M +$366K +3,049 +1%
Creative Planning
108
Creative Planning
Kansas
$38.4M +$10.8M +89,633 +39%
TC
109
TwinBeech Capital
New York
$37.9M +$37.9M +315,364 New
RIA
110
Recurrent Investment Advisors
Texas
$37.8M +$1.17M +9,777 +3%
Victory Capital Management
111
Victory Capital Management
Texas
$37.7M +$397K +3,306 +1%
GT
112
Glenmede Trust
Pennsylvania
$36.4M -$7.66M -63,784 -17%
Bank of Nova Scotia
113
Bank of Nova Scotia
Ontario, Canada
$36.2M +$31M +257,815 +592%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$36.2M +$2.35M +19,524 +7%
ICG
115
InterOcean Capital Group
Tennessee
$35.4M -$105K -874 -0.3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$33.9M -$3.42M -28,434 -9%
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$33.9M +$646K +5,380 +2%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$33.9M +$624K +5,197 +2%
OIAM
119
OFI Invest Asset Management
France
$33.7M -$383K -3,379 -1%
ARG
120
Advisory Resource Group
Oklahoma
$33.1M -$7.01M -58,365 -17%
US Bancorp
121
US Bancorp
Minnesota
$31.5M +$173K +1,442 +0.6%
HighTower Advisors
122
HighTower Advisors
Illinois
$31.3M +$2.05M +17,051 +7%
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$31.2M -$1.61M -13,399 -5%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$30.4M – – –
Chevy Chase Trust
125
Chevy Chase Trust
Maryland
$30.4M -$1.64M -13,676 -5%
3 4
5
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