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Phillips 66
PSX

1,661 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, 565 increasing their positions, 595 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 74

125% more funds holding in top 10

Funds holding in top 10: 12 → 27 (+15)

25% more capital invested

Capital invested by funds: $30.9B → $38.5B (+$7.64B)

19% more call options, than puts

Call options by funds: $585M | Put options by funds: $490M

8% more funds holding

Funds holding: 1,539 → 1,661 (+122)

1.39% more ownership

Funds ownership: 70.62% → 72.01% (+1.4%)

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 595

Holders
1,661
Holders Change
+122
Holders Change %
+7.93%
% of All Funds
26.36%
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
565
Reduced
595
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$214M
2
MIM
Merewether Investment Management
Texas
+$68.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$60.8M
4
Millennium Management
Millennium Management
New York
+$58.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$57.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
BlackRock
BlackRock
New York
-$208M
3
Deutsche Bank
Deutsche Bank
Germany
-$164M
4
N
Nuveen
North Carolina
-$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
Marshall Wace
1676
Marshall Wace
United Kingdom
– -$1.75M -18,353 Closed
E
1677
Ergoteles
New York
– -$1.7M -17,840 Closed
QT
1678
Quantamental Technologies
New York
– -$1.69M -17,765 Closed
YIH
1679
Y-Intercept (HK)
Hong Kong
– -$1.31M -13,719 Closed
WTG
1680
West Tower Group
Virginia
– -$1.06M -11,077 Closed
NICM
1681
Neo Ivy Capital Management
New York
– -$881K -9,237 Closed
CM
1682
CoreCommodity Management
Connecticut
– -$812K -8,510 Closed
GS
1683
GTS Securities
New York
– -$929K -8,278 Closed
Group One Trading
1684
Group One Trading
Illinois
– -$898K -8,001 Closed
MC
1685
Machina Capital
France
– -$746K -7,826 Closed
PSC
1686
Portman Square Capital
United Kingdom
– -$799K -7,117 Closed
ESCM
1687
Echo Street Capital Management
New York
– -$628K -6,580 Closed
SGDR
1688
SPX Gestao de Recursos
Brazil
– -$582K -6,097 Closed
CAMV
1689
Concord Asset Management (Virginia)
Virginia
– -$541K -5,671 Closed
MA
1690
MJP Associates
Connecticut
– -$502K -5,261 Closed
IPW
1691
Inlet Private Wealth
Florida
– -$492K -5,162 Closed
MC
1692
Maverick Capital
Texas
– -$488K -5,119 Closed
CCMG
1693
Clark Capital Management Group
Pennsylvania
– -$473K -4,957 Closed
SLWA
1694
San Luis Wealth Advisors
California
– -$429K -4,496 Closed
PMEF
1695
Point72 Middle East FZE
United Arab Emirates
– -$481K -4,283 Closed
SSA
1696
Schonfeld Strategic Advisors
New York
– -$404K -4,235 Closed
CIAS
1697
CFS Investment Advisory Services
New Jersey
– -$361K -3,785 Closed
SI
1698
Saxon Interests
Texas
– -$353K -3,698 Closed
MM
1699
MQS Management
New York
– -$333K -3,492 Closed
AWA
1700
Arete Wealth Advisors
Illinois
– -$329K -3,453 Closed
66 67
68
69 70

PSX Hedge Fund Activity: Q3 2023 in Review

1,661 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2023, worth a combined $38.5B — up 25% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new PSX positions and 74 closed out — a net gain of 142 holders — while 565 added to existing stakes and 595 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $214M. The largest seller was Wellington Management Group, cutting an estimated $210M.

  • 1,661 institutional investors held Phillips 66 (PSX) as of Q3 2023, up from 1,539 in Q2 2023.
  • Funds reported $38.5B of Phillips 66 stock for Q3 2023, up 25% quarter-over-quarter.
  • 216 funds opened new Phillips 66 positions in Q3 2023 and 74 closed out, a net change of +142 holders.
  • The largest Phillips 66 buyer in Q3 2023 was Harris Associates, an estimated $214M added.
  • The largest Phillips 66 seller in Q3 2023 was Wellington Management Group, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2023.