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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 %
AWM
1601
Abound Wealth Management
Tennessee
$12.1K +$3.98K +33 +49%
BC
1602
Barrett & Company
Rhode Island
$11.9K – – –
JSAM
1603
J. Safra Asset Management
New York
$11.1K – – –
AWA
1604
Authentikos Wealth Advisory
California
$9.25K +$9.25K +77 New
PA
1605
PSI Advisors
Florida
$9.01K -$721 -6 -7%
HWM
1606
HighMark Wealth Management
Minnesota
$8.62K +$120 +1 +1%
BWL
1607
Bogart Wealth LLC
Virginia
$7.81K -$120 -1 -2%
FP
1608
Financial Perspectives
Minnesota
$7.57K – – –
DWA
1609
Delos Wealth Advisors
Texas
$7.54K – – –
SHIM
1610
Stone House Investment Management
Pennsylvania
$7.38K – – –
MIM
1611
Macroview Investment Management
Maryland
$6.73K +$6.73K +56 New
FSWA
1612
Financial Synergies Wealth Advisors
Texas
$6.61K +$3.25K +27 +96%
CYG
1613
Clean Yield Group
Vermont
$6.17K – – –
MFT
1614
Moisand Fitzgerald Tamayo
Florida
$6.01K -$6.01K -50 -50%
FFL
1615
Financial Freedom LLC
Ohio
$6.01K -$1.8K -15 -23%
CCMW
1616
Cypress Capital Management (Wyoming)
Wyoming
$6.01K – – –
MIA
1617
Milestone Investment Advisors
Wisconsin
$6.01K +$6.01K +50 New
RWM
1618
Ruedi Wealth Management
Illinois
$6.01K +$6.01K +50 New
FC
1619
Family CFO
California
$6.01K +$6.01K +50 New
MCA
1620
Maryland Capital Advisors
Maryland
$5.53K – – –
BCPWM
1621
Bradley & Co Private Wealth Management
Florida
$5.29K – – –
CMA
1622
Cedar Mountain Advisors
Oregon
$5.05K – – –
RDIA
1623
RE Dickinson Investment Advisors
Iowa
$5K – – –
TJHA
1624
Thomas J. Herzfeld Advisors
Florida
$4.57K – – –
Legacy Financial Group (Iowa)
1625
Legacy Financial Group (Iowa)
Iowa
$4.33K +$4.33K +36 New
63 64
65
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