PSX icon

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
$711M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
Deutsche Bank
Germany
$261M
4
EIM
Elliott Investment Management
Florida
$73.9M
5
IIM
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
State Street
State Street
Massachusetts
$2.98B
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
126
Stack Financial Management
Montana
$21.9M +$42.6K +447 +0.2%
MML Investors Services
127
MML Investors Services
Massachusetts
$21.8M +$3.54M +37,139 +19%
NIG
128
NFJ Investment Group
Texas
$21.2M +$623K +6,531 +3%
Janney Montgomery Scott
129
Janney Montgomery Scott
Pennsylvania
$21.2M -$236K -2,476 -1%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$20.9M +$4.92M +51,541 +31%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$20.9M -$10.7M -112,178 -34%
BGIM
132
Brandywine Global Investment Management
Pennsylvania
$20.6M +$20.4M +213,870 +10,510%
Ohio Public Employees Retirement System (OPERS)
133
Ohio Public Employees Retirement System (OPERS)
Ohio
$20.4M -$2.17M -22,769 -10%
PI
134
PineBridge Investments
New York
$20.1M +$1.64M +17,226 +9%
Rafferty Asset Management
135
Rafferty Asset Management
New York
$20M -$1.6M -16,776 -7%
QC
136
Quadrature Capital
United Kingdom
$19.8M +$8.02M +84,079 +68%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$19.6M -$209K -2,191 -1%
Allspring Global Investments
138
Allspring Global Investments
North Carolina
$19.3M -$13.4M -140,174 -41%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$19.2M -$224K -2,350 -1%
HP
140
Hikari Power
Japan
$18.2M – – –
KBC Group
141
KBC Group
Belgium
$18M -$3.93M -41,178 -18%
Asset Management One
142
Asset Management One
Japan
$17.9M -$468K -4,905 -3%
ANRF
143
Adams Natural Resources Fund
Maryland
$17.8M – – –
DekaBank Deutsche Girozentrale
144
DekaBank Deutsche Girozentrale
Germany
$17M -$143K -1,516 -0.8%
GC
145
Gratus Capital
Georgia
$17M +$437K +4,580 +3%
CDH
146
Charles D. Hyman
$16.3M +$83.5K +875 +0.5%
William Blair & Company
147
William Blair & Company
Illinois
$16.3M +$833K +8,735 +5%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$16.2M -$12.8M -134,207 -44%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$16.2M -$1.81M -19,001 -10%
TD Asset Management
150
TD Asset Management
Ontario, Canada
$15.7M -$2.07M -21,697 -12%
4 5
6
7 8