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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 %
GHAM
1226
Gilman Hill Asset Management
Connecticut
$213K – – –
KA
1227
KLCM Advisors
Wisconsin
$213K – – –
WFMPM
1228
Woodley Farra Manion Portfolio Management
Indiana
$213K -$6.2K -65 -3%
FCCM
1229
First City Capital Management
Georgia
$212K – – –
BCA
1230
Bray Capital Advisors
Florida
$212K -$26.7K -280 -11%
AWA
1231
Alaska Wealth Advisors
Alaska
$211K +$3.53K +37 +2%
CSI
1232
Cross Staff Investments
New York
$211K – – –
FCP
1233
Fidelis Capital Partners
Florida
$211K +$211K +2,208 New
VLC
1234
Van Leeuwen & Company
New Jersey
$211K +$211K +2,201 New
SRC
1235
Shufro Rose & Co
New York
$210K – – –
TWA
1236
TCI Wealth Advisors
Arizona
$210K -$18.8K -197 -8%
FBFS
1237
First Business Financial Services
Wisconsin
$209K -$19.1K -200 -8%
EW
1238
Evoke Wealth
California
$209K +$209K +2,194 New
TFO
1239
Tarbox Family Office
California
$209K – – –
CCM
1240
Chiron Capital Management
Florida
$209K +$9.54K +100 +5%
EI
1241
Ethic Inc
New York
$209K -$60.1K -630 -22%
CWA
1242
Canvas Wealth Advisors
Kansas
$209K -$25.6K -240 -11%
BMA
1243
Brooks Moore & Associates
Tennessee
$208K – – –
AIM
1244
Anchor Investment Management
South Carolina
$208K – – –
PWS
1245
Precision Wealth Strategies
Missouri
$207K -$24.1K -253 -10%
MFG
1246
Merit Financial Group
Georgia
$207K +$207K +2,174 New
CWG
1247
Cornerstone Wealth Group
North Carolina
$207K -$48.2K -505 -19%
GCA
1248
Guardian Capital Advisors
Ontario, Canada
$206K – – –
TNB
1249
Thomasville National Bank
Georgia
$205K – – –
PFGIA
1250
Patriot Financial Group Insurance Agency
Massachusetts
$205K +$5.15K +54 +3%
48 49
50
51 52