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Phillips 66
PSX

Overview Fund Activity

1,652 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, 592 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+122
Holders Change %
+7.97%
% of All Funds
26.34%
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
592
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$229M
2
MIM
Merewether Investment Management
Texas
+$73.6M
3
Renaissance Technologies
Renaissance Technologies
New York
+$65.1M
4
Millennium Management
Millennium Management
New York
+$62.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$61.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$225M
2
BlackRock
BlackRock
New York
-$223M
3
Deutsche Bank
Deutsche Bank
Germany
-$176M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$166M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
1326
Guardian Capital Advisors
Ontario, Canada
$231K – – –
GRP
1327
Global Retirement Partners
California
$231K +$8.62K +78 +4%
SIA
1328
Soltis Investment Advisors
Utah
$231K +$231K +1,922 New
LIG
1329
Lokken Investment Group
Delaware
$231K +$231K +1,920 New
LWM
1330
Liberty Wealth Management
California
$230K +$230K +1,914 New
CAMG
1331
CWA Asset Management Group
Florida
$229K -$496K -4,129 -68%
NCM
1332
Next Capital Management
New York
$229K +$229K +1,904 New
BDFN
1333
Bond & Devick Financial Network
Minnesota
$229K +$229K +1,902 New
IAS
1334
Investment Advisory Services
Texas
$228K +$228K +1,901 New
PCA
1335
Pallas Capital Advisors
Massachusetts
$228K +$228K +2,031 New
CRG
1336
Cornerstone Retirement Group
Nevada
$228K +$228K +1,900 New
LCWP
1337
Legacy Capital Wealth Partners
Arkansas
$228K +$228K +1,894 New
WSCM
1338
Wellington Shields Capital Management
New York
$227K – – –
PNC
1339
Park National Corp
Ohio
$227K +$227K +1,892 New
CHA
1340
Carmichael Hill & Associates
Maryland
$227K +$1.08K +9 +0.5%
ZIG
1341
Zullo Investment Group
Pennsylvania
$227K +$227K +1,888 New
TWM
1342
Tradition Wealth Management
Minnesota
$226K +$843 +7 +0.4%
CAM
1343
Columbia Asset Management
Michigan
$226K +$226K +1,878 New
PFBT
1344
Parkside Financial Bank & Trust
Missouri
$226K +$17.4K +145 +8%
BCB
1345
Brian C. Broderick
$225K +$225K +1,875 New
IP
1346
Ignite Planners
California
$224K +$328 +3 +0.1%
TP
1347
Tranquility Partners
Tennessee
$224K +$224K +1,866 New
NGA
1348
Naples Global Advisors
Florida
$224K +$224K +1,865 New
RWMG
1349
Redwood Wealth Management Group
New Jersey
$224K +$224K +1,863 New
NG
1350
Norden Group
Utah
$224K +$224K +1,860 New
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