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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
SIA
1376
Schechter Investment Advisors
Michigan
$216K +$202K +1,799 New
D
1377
Diversified
Delaware
$216K +$202K +1,797 New
AFP
1378
Alpha Financial Partners
Kentucky
$216K +$201K +1,795 New
1WA
1379
180 Wealth Advisors
Washington
$216K +$201K +1,794 New
LPT
1380
Legacy Private Trust
Wisconsin
$216K -$51.2K -456 -20%
CMS
1381
Capital Market Strategies
Florida
$215K +$209K +1,863 New
WRPWM
1382
Werba Rubin Papier Wealth Management
California
$215K +$201K +1,791 New
V
1383
ViaWealth
Kansas
$214K +$200K +1,785 New
SAM
1384
Summit Asset Management
Tennessee
$214K +$200K +1,779 New
CBT
1385
Central Bank & Trust
Kentucky
$213K – – –
NB
1386
Nicolet Bankshares
Wisconsin
$213K +$199K +1,773 New
HC
1387
Hourglass Capital
Texas
$213K +$199K +1,770 New
NQWM
1388
Northwest Quadrant Wealth Management
Oregon
$212K +$198K +1,768 New
CTWM
1389
Cherry Tree Wealth Management
Minnesota
$212K – – –
PFA
1390
Pinnacle Family Advisors
Missouri
$212K +$198K +1,765 New
GDP
1391
Great Diamond Partners
Maine
$212K +$198K +1,764 New
VC
1392
Vicus Capital
Pennsylvania
$212K +$198K +1,763 New
MLL
1393
Moody Lynn & Lieberson
Massachusetts
$211K +$197K +1,755 New
CPW
1394
Crestmont Private Wealth
Texas
$210K +$196K +1,749 New
EWM
1395
Endowment Wealth Management
Wisconsin
$210K +$196K +1,748 New
BONH
1396
Bank of New Hampshire
New Hampshire
$209K – – –
MFG
1397
MidWestOne Financial Group
Iowa
$209K +$195K +1,739 New
ETC
1398
Exchange Traded Concepts
Oklahoma
$207K +$189K +1,683 +3,825%
SS
1399
Sunbelt Securities
Texas
$207K +$12.2K +109 +7%
NC
1400
NovaPoint Capital
Georgia
$207K +$193K +1,721 New
54 55
56
57 58

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.