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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
$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 %
ETC
1501
Exchange Traded Concepts
Oklahoma
$4.2K +$668 +7 +19%
CMA
1502
Cedar Mountain Advisors
Oregon
$4.01K – – –
RDIA
1503
RE Dickinson Investment Advisors
Iowa
$4K – – –
CAS
1504
Coppell Advisory Solutions
Texas
$3.78K +$3.78K +40 New
TJHA
1505
Thomas J. Herzfeld Advisors
Florida
$3.62K – – –
CQS
1506
Credential Qtrade Securities
$3.05K – – –
HCM
1507
Horrell Capital Management
Arkansas
$3K – – –
KFP
1508
KB Financial Partners
New Jersey
$3K – – –
PVH
1509
Psagot Value Holdings
Israel
$3K +$3K +27 New
HWP
1510
Highline Wealth Partners
California
$2.86K – – –
FSWA
1511
Financial Synergies Wealth Advisors
Texas
$2.67K -$33.4K -350 -93%
CFS
1512
CGC Financial Services
Oregon
$2.67K +$2.67K +28 New
TCPG
1513
Trivant Custom Portfolio Group
California
$2.39K – – –
IBOK
1514
Independence Bank of Kentucky
Kentucky
$2.39K – – –
FCG
1515
Financial Connections Group
California
$2K – – –
IHWM
1516
Iron Horse Wealth Management
Iowa
$1.91K – – –
CCP
1517
Cunning Capital Partners
North Carolina
$1.88K -$2M -19,750 Closed
JMF
1518
Johnson Midwest Financial
Iowa
$1.81K – – –
DAM
1519
Delta Asset Management
Tennessee
$1.62K – – –
VF
1520
VitalStone Financial
Texas
$1K +$1K +10 New
CCA
1521
Column Capital Advisors
Indiana
$954 – – –
TAM
1522
Tucker Asset Management
Colorado
$763 -$5.44K -57 -88%
SWM
1523
Sugarloaf Wealth Management
Georgia
$763 – – –
TWD
1524
True Wealth Design
Ohio
$668 – – –
TWP
1525
TFO Wealth Partners
Ohio
$668 – – –
59 60
61
62 63