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
RTC
1451
Riverview Trust Company
Washington
$134K – – –
RFA
1452
Register Financial Advisors
Georgia
$130K +$1.35K +12 +1%
RW
1453
RVW Wealth
California
$129K +$121K +1,074 New
PAI
1454
Pittenger & Anderson Inc
Nebraska
$126K -$4.04K -36 -3%
HFS
1455
Hantz Financial Services
Michigan
$125K +$2.25K +20 +2%
ME
1456
McIlrath & Eck
Washington
$125K +$12.9K +115 +12%
AAG
1457
Armstrong Advisory Group
Massachusetts
$124K – – –
CFD
1458
Creative Financial Designs
Indiana
$124K +$39.2K +349 +51%
CIM
1459
Chiron Investment Management
New York
$123K +$115K +1,026 New
AF
1460
Advisornet Financial
Minnesota
$121K -$33.7K -300 -23%
MFC
1461
Mechanics Financial Corp
Ohio
$120K – – –
MME
1462
Meag Munich Ergo
Germany
$120K -$362K -3,228 -76%
LFG
1463
Larson Financial Group
Missouri
$119K -$4.49K -40 -4%
GFPC
1464
Global Financial Private Client
Florida
$117K – – –
AW
1465
Avion Wealth
Texas
$117K -$49.5K -441 -31%
GTAM
1466
Global Trust Asset Management
Florida
$116K – – –
MSFP
1467
Mark Sheptoff Financial Planning
Connecticut
$115K +$11.2K +100 +12%
DA
1468
Denali Advisors
California
$108K – – –
EWM
1469
Evermay Wealth Management
Virginia
$108K – – –
SSG
1470
Summit Securities Group
New York
$108K +$33.7K +300 +50%
OP
1471
ORG Partners
Indiana
$107K -$4.71K -42 -5%
SCA
1472
Stonebridge Capital Advisors
Minnesota
$106K – – –
O
1473
Ossiam
France
$102K +$95.2K +848 New
OIA
1474
Optimum Investment Advisors
Illinois
$101K – – –
M
1475
MOTCO
Texas
$100K -$2.13K -19 -2%
57 58
59
60 61

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.