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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 %
PSC
1676
Portman Square Capital
United Kingdom
– -$679K -7,117 Closed
ESCM
1677
Echo Street Capital Management
New York
– -$628K -6,580 Closed
SGDR
1678
SPX Gestao de Recursos
Brazil
– -$582K -6,097 Closed
CAMV
1679
Concord Asset Management (Virginia)
Virginia
– -$541K -5,671 Closed
MA
1680
MJP Associates
Connecticut
– -$502K -5,261 Closed
IPW
1681
Inlet Private Wealth
Florida
– -$492K -5,162 Closed
MC
1682
Maverick Capital
Texas
– -$488K -5,119 Closed
CCMG
1683
Clark Capital Management Group
Pennsylvania
– -$473K -4,957 Closed
SLWA
1684
San Luis Wealth Advisors
California
– -$429K -4,496 Closed
PMEF
1685
Point72 Middle East FZE
United Arab Emirates
– -$409K -4,283 Closed
SSA
1686
Schonfeld Strategic Advisors
New York
– -$404K -4,235 Closed
CIAS
1687
CFS Investment Advisory Services
New Jersey
– -$361K -3,785 Closed
SI
1688
Saxon Interests
Texas
– -$353K -3,698 Closed
MM
1689
MQS Management
New York
– -$333K -3,492 Closed
AWA
1690
Arete Wealth Advisors
Illinois
– -$329K -3,453 Closed
MFS
1691
Mirabella Financial Services
United Kingdom
– -$297K -3,115 Closed
Point72 Asset Management
1692
Point72 Asset Management
Connecticut
– -$297K -3,109 Closed
PGF
1693
Plan Group Financial
Oklahoma
– -$306K -3,051 Closed
AG
1694
AIA Group
Hong Kong
– -$271K -2,840 Closed
HIIFS
1695
Harel Insurance Investments & Financial Services
Israel
– -$261K -2,760 Closed
JE
1696
JMAC Enterprises
Pennsylvania
– -$251K -2,635 Closed
LCM
1697
Laurion Capital Management
New York
– -$251K -2,633 Closed
TAIM
1698
TD Ameritrade Investment Management
Nebraska
– -$246K -2,580 Closed
WFMPM
1699
Woodley Farra Manion Portfolio Management
Indiana
– -$213K -2,229 Closed
FCCM
1700
First City Capital Management
Georgia
– -$212K -2,221 Closed
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