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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 %
WSCM
1276
Wellington Shields Capital Management
New York
$180K – – –
CHA
1277
Carmichael Hill & Associates
Maryland
$179K -$37.1K -389 -17%
TWM
1278
Tradition Wealth Management
Minnesota
$178K +$6.57K +69 +4%
WSC
1279
Wellington Shields & Co
New York
$175K – – –
CBT
1280
Central Bank & Trust
Kentucky
$169K -$954 -10 -0.6%
CTWM
1281
Cherry Tree Wealth Management
Minnesota
$168K +$168K +1,766 New
BONH
1282
Bank of New Hampshire
New Hampshire
$166K -$1.43K -15 -0.9%
PFBT
1283
Parkside Financial Bank & Trust
Missouri
$165K +$4.29K +45 +3%
VC
1284
Vestor Capital
Illinois
$163K -$1.72K -18 -1%
APC
1285
Aspire Private Capital
North Carolina
$159K – – –
NRG
1286
Nemes Rush Group
Michigan
$159K +$159K +1,666 New
CIM
1287
Contravisory Investment Management
Massachusetts
$155K +$155K +1,626 New
SS
1288
Sunbelt Securities
Texas
$154K -$8.3K -87 -5%
HBT
1289
Hills Bank & Trust
Iowa
$151K -$5.15K -54 -3%
WIM
1290
Westside Investment Management
California
$150K – – –
CSC
1291
Caldwell Sutter Capital
California
$149K +$87K +912 +140%
TF
1292
Tompkins Financial
New York
$147K – – –
SOW
1293
State of Wyoming
Wyoming
$144K +$47.2K +495 +49%
Fuller & Thaler Asset Management
1294
Fuller & Thaler Asset Management
California
$143K +$39.1K +410 +38%
CWM
1295
Compass Wealth Management
Connecticut
$141K -$4.96K -52 -3%
IGWM
1296
ICA Group Wealth Management
Colorado
$140K -$65.9K -691 -32%
HWA
1297
HHM Wealth Advisors
Tennessee
$139K -$1.91K -20 -1%
CWC
1298
Carolinas Wealth Consulting
North Carolina
$135K -$7.06K -74 -5%
AW
1299
Avion Wealth
Texas
$135K +$664 +7 +0.5%
MCM
1300
Manchester Capital Management
Vermont
$134K +$954 +10 +0.7%
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52
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