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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 %
IA
1551
Icon Advisers
Colorado
– -$1.72M -17,000 Closed
AG
1552
Algert Global
California
– -$1.47M -14,487 Closed
Walleye Trading
1553
Walleye Trading
New York
– -$1.45M -14,277 Closed
EAM
1554
Erste Asset Management
Austria
– -$1.1M -11,000 Closed
Verition Fund Management
1555
Verition Fund Management
Connecticut
– -$997K -9,836 Closed
WG
1556
Winton Group
United Kingdom
– -$949K -9,359 Closed
IAIM
1557
Industrial Alliance Investment Management
Quebec, Canada
– -$906K -8,934 Closed
DCM
1558
Deuterium Capital Management
Florida
– -$887K -8,746 Closed
QCM
1559
Qsemble Capital Management
New York
– -$852K -8,400 Closed
WAS
1560
Wealth Advisory Solutions
Indiana
– -$831K -8,199 Closed
NEI
1561
Northwest & Ethical Investments
Ontario, Canada
– -$809K -7,979 Closed
DTL
1562
Dynamic Technology Lab
Singapore
– -$807K -7,960 Closed
QIM
1563
Quantitative Investment Management
Virginia
– -$752K -7,426 Closed
JWBC
1564
John W. Bristol & Co
New York
– -$622K -6,140 Closed
BMCM
1565
Burns Matteson Capital Management
New York
– -$603K -5,944 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1566
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$487K -4,803 Closed
OWM
1567
OneAscent Wealth Management
Alabama
– -$473K -4,667 Closed
JWWM
1568
Johnson & White Wealth Management
Pennsylvania
– -$442K -4,357 Closed
SPA
1569
Sherbrooke Park Advisers
New York
– -$436K -4,300 Closed
ACM
1570
Acrisure Capital Management
Texas
– -$409K -4,038 Closed
BCM
1571
Bornite Capital Management
New York
– -$406K -4,000 Closed
AI
1572
AdvisorShares Investments
Maryland
– -$387K -3,818 Closed
TWM
1573
Tolleson Wealth Management
Texas
– -$347K -3,425 Closed
CCIA
1574
Campbell & Co Investment Adviser
Maryland
– -$341K -3,363 Closed
SWA
1575
SFMG Wealth Advisors
Texas
– -$327K -3,227 Closed
61 62
63
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