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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 %
RZH
1251
Relyea Zuckerberg Hanson
Connecticut
$205K +$205K +2,148 New
PB
1252
Pinnacle Bancorp
Nebraska
$204K – – –
BWP
1253
Baldwin Wealth Partners
Massachusetts
$204K – – –
SIAP
1254
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$204K – – –
CCB
1255
Cutter & Co Brokerage
Missouri
$204K +$763 +8 +0.4%
IP
1256
Ignite Planners
California
$204K +$1.79K +18 +0.9%
SB
1257
Strategic Blueprint
Georgia
$203K -$8.3K -87 -4%
OQS
1258
Occudo Quantitative Strategies
Florida
$203K +$203K +2,130 New
CS
1259
Cannell & Spears
New York
$202K -$2.39K -25 -1%
WANY
1260
Wealthspire Advisors (New York)
New York
$202K -$112K -1,177 -36%
SW
1261
SteelPeak Wealth
California
$202K +$202K +2,117 New
AWA
1262
Aaron Wealth Advisors
Illinois
$202K -$5.63K -59 -3%
MAM
1263
MMA Asset Management
Pennsylvania
$202K +$202K +2,113 New
MSAM
1264
Moloney Securities Asset Management
Missouri
$201K -$41.6K -436 -17%
N
1265
Natixis
France
$201K -$1.27M -13,321 -86%
FB
1266
Fulton Bank
Pennsylvania
$201K +$4.48K +47 +2%
BBHC
1267
Brown Brothers Harriman & Co
New York
$198K -$22.4K -235 -10%
Jones Financial Companies
1268
Jones Financial Companies
Missouri
$196K -$62.4K -654 -24%
RFA
1269
Resurgent Financial Advisors
Georgia
$193K -$382 -4 -0.2%
GRP
1270
Global Retirement Partners
California
$192K +$2.86K +30 +2%
TCM
1271
TD Capital Management
Tennessee
$191K -$6.3K -66 -3%
FRA
1272
Front Row Advisors
California
$189K – – –
DJSG
1273
D.J. St. Germain
Massachusetts
$186K +$186K +1,951 New
TFA
1274
Transamerica Financial Advisors
Florida
$184K +$134K +1,401 +269%
HT
1275
Headlands Technologies
Illinois
$182K +$182K +1,904 New
49 50
51
52 53