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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 %
PWMG
1376
Prestige Wealth Management Group
New Jersey
$61.3K +$8.3K +87 +16%
AAP
1377
Arax Advisory Partners
Colorado
$58.6K +$3.72K +39 +7%
SAG
1378
Spotlight Asset Group
Illinois
$57.7K +$57.7K +605 New
LFA
1379
Legend Financial Advisors
Pennsylvania
$57.3K – – –
SSG
1380
Summit Securities Group
New York
$57K -$29.9K -315 -34%
FDCC
1381
Foster Dykema Cabot & Co
Massachusetts
$55K – – –
EWM
1382
Endurance Wealth Management
Rhode Island
$55K +$4.74K +50 +9%
KHC
1383
Koesten Hirschmann & Crabtree
Kansas
$54.7K – – –
Loomis, Sayles & Company
1384
Loomis, Sayles & Company
Massachusetts
$54K -$126K -1,335 -70%
BWM
1385
Baystate Wealth Management
Massachusetts
$53.4K +$3.92K +41 +8%
BFPW
1386
BOK Financial Private Wealth
Colorado
$51.6K -$143K -1,500 -73%
TSWM
1387
Tyler-Stone Wealth Management
Ohio
$51K +$51K +538 New
ZB
1388
Zions Bancorporation
Utah
$50.7K -$286 -3 -0.6%
TVWM
1389
Tower View Wealth Management
Wisconsin
$50K +$5.39K +56 +12%
KFI
1390
Key Financial Inc
Pennsylvania
$49.3K +$6.49K +68 +15%
AIC
1391
Archer Investment Corporation
Indiana
$48.7K +$3.05K +32 +7%
TF
1392
TimeScale Financial
Massachusetts
$48.6K -$4.29K -45 -8%
DF
1393
DecisionPoint Financial
Arizona
$47.7K – – –
LF
1394
Lee Financial
Texas
$47.6K -$12.3K -129 -21%
AI
1395
AXS Investments
New York
$45.6K -$10.4K -109 -19%
AA
1396
AlphaMark Advisors
Kentucky
$45K – – –
DWMG
1397
DB Wealth Management Group
California
$41.5K – – –
IUHSA
1398
Itau Unibanco Holding S.A.
Brazil
$39.7K -$18.3K -192 -32%
WAM
1399
Worth Asset Management
Texas
$39.6K +$191 +2 +0.5%
OLVIG
1400
Oliver Lagore Vanvalin Investment Group
Michigan
$38.8K +$10K +105 +35%
54 55
56
57 58