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Phillips 66
PSX

Overview Fund Activity

1,652 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, 561 increasing their positions, 592 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,652
Holders Change
+122
Holders Change %
+7.97%
% of All Funds
26.34%
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
561
Reduced
592
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
1476
JFS Wealth Advisors
Pennsylvania
$93.9K +$7.45K +62 +9%
MCM
1477
MV Capital Management
Maryland
$90.5K +$2.04K +17 +2%
MTIC
1478
Missouri Trust & Investment Company
Missouri
$90K – – –
VNA
1479
Valley National Advisers
Pennsylvania
$89K +$7.83K +65 +10%
GPI
1480
General Partner Inc
Pennsylvania
$88.9K – – –
FPFS
1481
First Personal Financial Services
North Carolina
$88.7K +$88.7K +738 New
GWS
1482
Glassman Wealth Services
Virginia
$88.4K -$1.2K -10 -1%
DCBT
1483
Dakota Community Bank & Trust
North Dakota
$87.5K – – –
GG
1484
Gleason Group
Kentucky
$86.9K +$841 +7 +1%
CWP
1485
Concord Wealth Partners
Virginia
$86.8K -$756K -6,295 -90%
GGI
1486
Godsey & Gibb Inc
Virginia
$86.7K – – –
Kayne Anderson Rudnick Investment Management
1487
Kayne Anderson Rudnick Investment Management
California
$86.2K +$4.09K +34 +5%
HFM
1488
Harvest Fund Management
China
$86K – – –
PSB
1489
Piscataqua Savings Bank
New Hampshire
$85.4K -$1.32K -11 -2%
AA
1490
Addison Advisors
Vermont
$84.3K – – –
DSC
1491
Duncker Streett & Co
Missouri
$82.2K – – –
TFA
1492
Toth Financial Advisory
Virginia
$81.9K – – –
VIA
1493
Virtus Investment Advisers
Connecticut
$81.1K +$81.1K +675 New
MWA
1494
Miller Wealth Advisors
Colorado
$80.8K +$480 +4 +0.6%
RFG
1495
RFP Financial Group
Georgia
$80K – – –
POIA
1496
Pin Oak Investment Advisors
Texas
$80K – – –
PMFA
1497
Plante Moran Financial Advisors
Michigan
$77.4K -$9.73K -81 -11%
PWMG
1498
Prestige Wealth Management Group
New Jersey
$77.3K – – –
MFG
1499
Mendota Financial Group
Wisconsin
$76.9K -$7.81K -65 -9%
Loomis, Sayles & Company
1500
Loomis, Sayles & Company
Massachusetts
$76K +$7.67K +64 +11%
58 59
60
61 62