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Phillips 66
PSX

Overview Fund Activity

1,651 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, 591 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
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
591
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 %
HWP
1626
Hibernia Wealth Partners
Louisiana
$3.85K +$3.85K +32 New
CQS
1627
Credential Qtrade Securities
$3.84K – – –
HWP
1628
Highline Wealth Partners
California
$3.61K – – –
CFS
1629
CGC Financial Services
Oregon
$3.36K – – –
IBOK
1630
Independence Bank of Kentucky
Kentucky
$3K – – –
TCPG
1631
Trivant Custom Portfolio Group
California
$3K – – –
KFP
1632
KB Financial Partners
New Jersey
$3K – – –
PVH
1633
Psagot Value Holdings
Israel
$3K – – –
IHWM
1634
Iron Horse Wealth Management
Iowa
$2.4K – – –
MWM
1635
Mascoma Wealth Management
New Hampshire
$2.4K +$2.4K +20 New
CTB
1636
Country Trust Bank
Illinois
$2.28K -$30K -250 -93%
JMF
1637
Johnson Midwest Financial
Iowa
$2.28K – – –
DAM
1638
Delta Asset Management
Tennessee
$2.04K – – –
CAS
1639
Coppell Advisory Solutions
Texas
$1.87K -$2.29K -22 -55%
TWP
1640
TFO Wealth Partners
Ohio
$1.72K +$1.05K +11 +157%
CP
1641
Castleview Partners
Texas
$1.68K +$1.68K +14 New
TAM
1642
Tucker Asset Management
Colorado
$1.56K +$601 +5 +63%
CCA
1643
Column Capital Advisors
Indiana
$1.2K – – –
VF
1644
VitalStone Financial
Texas
$1K – – –
CAM
1645
ClariVest Asset Management
California
$1K +$1K +6 New
SWM
1646
Sugarloaf Wealth Management
Georgia
$961 – – –
TWD
1647
True Wealth Design
Ohio
$842 – – –
CFFP
1648
Center for Financial Planning
Michigan
$842 – – –
PP
1649
PFS Partners
New Jersey
$262 – – –
RWPA
1650
Richard W. Paul & Associates
Michigan
$240 – – –
64 65
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