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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 %
BAM
1451
Byrne Asset Management
New Jersey
$17K – – –
GKIM
1452
GW&K Investment Management
Massachusetts
$17K +$17K +174 New
FCB
1453
First Command Bank
Texas
$16.8K -$20.8K -218 -55%
FCFS
1454
First Command Financial Services
Texas
$16.8K -$20.8K -218 -55%
VWM
1455
Valley Wealth Managers
New Jersey
$16.7K – – –
AF
1456
Arrow Financial
New York
$16.7K – – –
RCM
1457
Raleigh Capital Management
North Carolina
$16.3K +$2.86K +30 +21%
LIM
1458
Lagoda Investment Management
New York
$16.2K – – –
BIA
1459
Bell Investment Advisors
California
$16K – – –
SWA
1460
SOA Wealth Advisors
New York
$15.5K – – –
LB
1461
Legacy Bridge
Iowa
$15.4K – – –
AWM
1462
Atticus Wealth Management
Florida
$15.3K – – –
GEA
1463
Glen Eagle Advisors
New Jersey
$15.3K +$5.44K +57 +55%
WWM
1464
Wolff Wiese Magana
California
$15.2K – – –
RBC
1465
Roble Belko & Company
Pennsylvania
$15K +$4.82K +52 +47%
GWMIA
1466
Global Wealth Management Investment Advisory
Florida
$14.3K +$14.3K +150 New
HB
1467
Horizon Bancorp
Indiana
$14K – – –
SF
1468
Safeguard Financial
Wisconsin
$14K +$14K +153 New
FGAM
1469
Financial Gravity Asset Management
Texas
$13.6K -$857 -6 -6%
NBT
1470
Northwest Bank & Trust
Iowa
$13.2K +$13.2K +138 New
SC
1471
Stephens Consulting
Michigan
$12.7K – – –
NMG
1472
New Millennium Group
Utah
$11.5K -$2.85K -30 -20%
FWM
1473
Focused Wealth Management
New York
$11.3K +$1.05K +11 +10%
TC
1474
Truvestments Capital
Florida
$11.3K – – –
CPG
1475
Cornerstone Planning Group
New Jersey
$10.7K +$10.7K +112 New
57 58
59
60 61