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Phillips 66
PSX

1,661 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, 565 increasing their positions, 595 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 74

125% more funds holding in top 10

Funds holding in top 10: 12 → 27 (+15)

25% more capital invested

Capital invested by funds: $30.9B → $38.5B (+$7.64B)

19% more call options, than puts

Call options by funds: $585M | Put options by funds: $490M

8% more funds holding

Funds holding: 1,539 → 1,661 (+122)

1.39% more ownership

Funds ownership: 70.62% → 72.01% (+1.4%)

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 595

Holders
1,661
Holders Change
+122
Holders Change %
+7.93%
% of All Funds
26.36%
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
565
Reduced
595
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$214M
2
MIM
Merewether Investment Management
Texas
+$68.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$60.8M
4
Millennium Management
Millennium Management
New York
+$58.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$57.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
BlackRock
BlackRock
New York
-$208M
3
Deutsche Bank
Deutsche Bank
Germany
-$164M
4
N
Nuveen
North Carolina
-$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1301
Eagle Global Advisors
Texas
$245K +$229K +2,041 New
CWM
1302
Cabot Wealth Management
Massachusetts
$245K +$228K +2,035 New
WPC
1303
Waters Parkerson & Co
Louisiana
$245K +$229K +2,042 New
SL
1304
Sentry LLC
Tennessee
$245K +$229K +2,039 New
CPC
1305
Consolidated Planning Corp
Georgia
$245K +$229K +2,037 New
DC
1306
Defender Capital
North Carolina
$245K +$229K +2,036 New
GCM
1307
Gallacher Capital Management
Colorado
$245K -$264K -2,354 -54%
ST
1308
Sentinel Trust
Texas
$244K +$228K +2,034 New
MGAM
1309
McGowan Group Asset Management
Texas
$243K +$227K +2,019 New
FMN
1310
Financial Management Network
California
$242K +$246K +2,190 New
MPAM
1311
Murphy Pohlad Asset Management
Minnesota
$241K +$225K +2,005 New
TCM
1312
TD Capital Management
Tennessee
$240K – – –
PWP
1313
Private Wealth Partners
California
$240K +$224K +2,000 New
AA
1314
AlphaCentric Advisors
Puerto Rico
$240K -$27.7K -247 -11%
ABLA
1315
Alan B. Lancz & Associates
Ohio
$240K +$224K +1,996 New
DWM
1316
Destination Wealth Management
California
$239K +$223K +1,986 New
FRA
1317
Front Row Advisors
California
$238K – – –
AIM
1318
Anchor Investment Management
South Carolina
$238K -$22.4K -200 -9%
ADL
1319
Asset Dedication LLC
California
$237K +$67.3K +600 +44%
Jones Financial Companies
1320
Jones Financial Companies
Missouri
$237K -$9.99K -89 -4%
CMF
1321
Counterpoint Mutual Funds
California
$236K +$220K +1,962 New
CCWM
1322
Cassaday & Co Wealth Management
Virginia
$235K +$220K +1,958 New
DBIA
1323
Dumont & Blake Investment Advisors
New Jersey
$235K +$220K +1,957 New
ATIA
1324
American Trust Investment Advisors
New Hampshire
$235K +$219K +1,955 New
SMA
1325
Sage Mountain Advisors
Georgia
$235K +$219K +1,954 New
51 52
53
54 55

PSX Hedge Fund Activity: Q3 2023 in Review

1,661 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2023, worth a combined $38.5B — up 25% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new PSX positions and 74 closed out — a net gain of 142 holders — while 565 added to existing stakes and 595 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $214M. The largest seller was Wellington Management Group, cutting an estimated $210M.

  • 1,661 institutional investors held Phillips 66 (PSX) as of Q3 2023, up from 1,539 in Q2 2023.
  • Funds reported $38.5B of Phillips 66 stock for Q3 2023, up 25% quarter-over-quarter.
  • 216 funds opened new Phillips 66 positions in Q3 2023 and 74 closed out, a net change of +142 holders.
  • The largest Phillips 66 buyer in Q3 2023 was Harris Associates, an estimated $214M added.
  • The largest Phillips 66 seller in Q3 2023 was Wellington Management Group, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2023.