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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$711M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$1.04B
3
Deutsche Bank
3
Deutsche Bank
Germany
$261M
4
EIM
4
Elliott Investment Management
Florida
$73.9M
5
IIM
5
INTECH Investment Management
Florida
$64.4M

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1626
Schubert & Co
Texas
– -$71.9K -709 Closed
CIM
1627
Chiron Investment Management
New York
– -$70.1K -691 Closed
TCWA
1628
Ten Capital Wealth Advisors
Washington
– -$59.2K -584 Closed
ONST
1629
Old North State Trust
North Carolina
– -$56K -552 Closed
GLLW
1630
Graves Light Lenhart Wealth
Virginia
– -$46.8K -462 Closed
BA
1631
Bellwether Advisors
Nebraska
– -$33.4K -329 Closed
CM
1632
Cornerstone Management
Georgia
– -$21.3K -210 Closed
AWM
1633
Accel Wealth Management
Iowa
– -$15.9K -157 Closed
IWP
1634
IAG Wealth Partners
Wisconsin
– -$15.2K -150 Closed
QL
1635
Quarry LP
New York
– -$11.9K -117 Closed
EI
1636
Ellevest Inc
New York
– -$10K -99 Closed
WIM
1637
WealthPlan Investment Management
Nebraska
– -$6.72K -66 Closed
AFG
1638
Albion Financial Group
Utah
– -$6.69K -66 Closed
MIA
1639
Milestone Investment Advisors
Wisconsin
– -$5.07K -50 Closed
IAS
1640
IMA Advisory Services
Colorado
– -$3.35K -33 Closed
GFWA
1641
Grey Fox Wealth Advisors
Delaware
– -$2.84K -28 Closed
KM
1642
Kalos Management
Georgia
– -$2.84K -28 Closed
RTL
1643
Red Tortoise LLC
Georgia
– -$1.32K -13 Closed
FCA
1644
Fortis Capital Advisors
Kansas
– -$1.12K -11 Closed
HCM
1645
Hollencrest Capital Management
California
– -$507 -5 Closed
Twin Tree Management
1646
Twin Tree Management
Texas
– -$203 -2 Closed
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