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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
CWM
1401
Curi Wealth Management
North Carolina
$207K +$193K +1,720 New
HIP
1402
Harrell Investment Partners
Texas
$206K +$194K +1,729 New
WG
1403
Winton Group
United Kingdom
$205K +$191K +1,704 New
HWMT
1404
Heritage Wealth Management (Texas)
Texas
$204K +$191K +1,700 New
PSCM
1405
Per Stirling Capital Management
Texas
$202K +$189K +1,684 New
PAMG
1406
Patton Albertson Miller Group
Tennessee
$202K +$189K +1,680 New
FCM
1407
Fourpath Capital Management
Oklahoma
$201K +$188K +1,677 New
LHC
1408
Little House Capital
Massachusetts
$201K +$188K +1,676 New
KP
1409
Keel Point
Alabama
$201K +$188K +1,671 New
BFS
1410
Bard Financial Services
Connecticut
$201K +$187K +1,670 New
APC
1411
Aspire Private Capital
North Carolina
$201K – – –
PWLP
1412
Prio Wealth Limited Partnership
Massachusetts
$200K +$187K +1,668 New
BFIM
1413
Beese Fulmer Investment Management
Ohio
$200K +$187K +1,668 New
CFA
1414
Cahill Financial Advisors
Minnesota
$200K +$187K +1,667 New
GG
1415
Greenwood Gearhart
Arkansas
$200K +$187K +1,665 New
VC
1416
Vestor Capital
Illinois
$198K -$6.96K -62 -4%
PCTC
1417
Perkins Coie Trust Company
Washington
$197K +$184K +1,640 New
CIM
1418
Contravisory Investment Management
Massachusetts
$195K – – –
Fuller & Thaler Asset Management
1419
Fuller & Thaler Asset Management
California
$192K +$11.2K +100 +7%
CWM
1420
Compass Wealth Management
Connecticut
$191K +$12.6K +112 +8%
AP
1421
Arlington Partners
Alabama
$189K +$36.8K +328 +26%
AT
1422
Arlington Trust
Alabama
$189K +$177K +1,576 New
WIM
1423
Westside Investment Management
California
$189K – – –
HCM
1424
Highlander Capital Management
New Jersey
$187K +$63.9K +569 +57%
CSC
1425
Caldwell Sutter Capital
California
$186K -$1.57K -14 -0.9%
55 56
57
58 59

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.