We are live on ! Find out more
PSX icon

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
TF
1426
Tompkins Financial
New York
$186K – – –
JWM
1427
Janiczek Wealth Management
Colorado
$180K +$20.9K +186 +14%
HWA
1428
HHM Wealth Advisors
Tennessee
$175K – – –
TFA
1429
Transamerica Financial Advisors
Florida
$171K -$56.2K -501 -26%
MCM
1430
Manchester Capital Management
Vermont
$170K +$1.46K +13 +0.9%
CLOS
1431
Compagnie Lombard Odier SCmA
Switzerland
$170K -$224K -2,000 -59%
NFSG
1432
Newbridge Financial Services Group
Florida
$169K +$28.2K +251 +22%
AA
1433
Alta Advisers
United Kingdom
$168K – – –
QC
1434
Quent Capital
New York
$165K +$3.37K +30 +2%
JEST
1435
JTC Employer Solutions Trustee
Jersey
$163K – – –
EBA
1436
Eagle Bay Advisors
New York
$158K +$37.3K +332 +34%
TLA
1437
Tanglewood Legacy Advisors
Texas
$158K – – –
JFA
1438
JNBA Financial Advisors
Minnesota
$156K -$6.73K -60 -4%
PBK
1439
Peoples Bank (Kansas)
Kansas
$154K +$144K +1,280 New
FMP
1440
Financial Management Professionals
Texas
$153K – – –
ST
1441
Smithfield Trust
Pennsylvania
$153K – – –
SN
1442
Sittner & Nelson
Oregon
$150K – – –
JPWM
1443
Jamison Private Wealth Management
Georgia
$150K +$140K +1,245 New
CAL
1444
Capital Advisors Ltd
Ohio
$149K +$112 +1 +0.1%
CWC
1445
Carolinas Wealth Consulting
North Carolina
$149K -$12.8K -114 -8%
C
1446
Covestor
United Kingdom
$148K -$9.88K -88 -7%
SFG
1447
Steward Financial Group
Texas
$148K -$1.57K -14 -1%
GBT
1448
Grove Bank & Trust
Florida
$146K +$10.9K +97 +9%
CB
1449
Centennial Bank
Arkansas
$143K – – –
RFA
1450
Resurgent Financial Advisors
Georgia
$135K -$101K -900 -45%
56 57
58
59 60

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.