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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 %
VCM
1351
Versant Capital Management
Arizona
$75.3K +$4.48K +47 +6%
MTIC
1352
Missouri Trust & Investment Company
Missouri
$71.4K – – –
GWS
1353
Glassman Wealth Services
Virginia
$71.2K +$1.15K +12 +2%
CWA
1354
Clearview Wealth Advisors
Oregon
$71.1K +$95 +1 +0.1%
GPI
1355
General Partner Inc
Pennsylvania
$70.6K – – –
MCM
1356
MV Capital Management
Maryland
$70.2K +$763 +8 +1%
DCBT
1357
Dakota Community Bank & Trust
North Dakota
$69.4K +$69.4K +728 New
PMFA
1358
Plante Moran Financial Advisors
Michigan
$69.2K +$11.9K +125 +21%
GGI
1359
Godsey & Gibb Inc
Virginia
$68.9K +$4.1K +43 +6%
PSB
1360
Piscataqua Savings Bank
New Hampshire
$68.9K +$95 +1 +0.1%
JWA
1361
JFS Wealth Advisors
Pennsylvania
$68.6K +$191 +2 +0.3%
GG
1362
Gleason Group
Kentucky
$68.3K +$763 +8 +1%
HFM
1363
Harvest Fund Management
China
$68K – – –
ANBT
1364
American National Bank & Trust
Texas
$67.9K – – –
MFG
1365
Mendota Financial Group
Wisconsin
$67.2K +$60.9K +639 +968%
VCM
1366
Vigilant Capital Management
Maine
$67K – – –
AA
1367
Addison Advisors
Vermont
$67K – – –
DSC
1368
Duncker Streett & Co
Missouri
$65.2K +$8.01K +84 +14%
Kayne Anderson Rudnick Investment Management
1369
Kayne Anderson Rudnick Investment Management
California
$65.2K +$572 +6 +0.9%
TFA
1370
Toth Financial Advisory
Virginia
$65.1K -$1.24K -13 -2%
VNA
1371
Valley National Advisers
Pennsylvania
$65K – – –
CFD
1372
Creative Financial Designs
Indiana
$64.8K -$2.19K -23 -3%
POIA
1373
Pin Oak Investment Advisors
Texas
$64K – – –
MWA
1374
Miller Wealth Advisors
Colorado
$63.8K +$59.1K +620 +1,265%
RFG
1375
RFP Financial Group
Georgia
$63.5K +$23.8K +250 +60%
53 54
55
56 57