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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 %
AWA
1701
Alaska Wealth Advisors
Alaska
– -$211K -2,212 Closed
PWS
1702
Precision Wealth Strategies
Missouri
– -$207K -2,174 Closed
RZH
1703
Relyea Zuckerberg Hanson
Connecticut
– -$205K -2,148 Closed
OQS
1704
Occudo Quantitative Strategies
Florida
– -$203K -2,130 Closed
N
1705
Natixis
France
– -$201K -2,108 Closed
CWA
1706
Canvas Wealth Advisors
Kansas
– -$209K -1,952 Closed
IGWM
1707
ICA Group Wealth Management
Colorado
– -$140K -1,465 Closed
WP
1708
WealthPLAN Partners
Nebraska
– -$124K -1,299 Closed
BAM
1709
Bosun Asset Management
Illinois
– -$95.5K -1,001 Closed
AIM
1710
Achmea Investment Management
Netherlands
– -$85K -890 Closed
CFO
1711
CVA Family Office
Colorado
– -$84.6K -887 Closed
First Eagle Investment Management
1712
First Eagle Investment Management
New York
– -$81K -849 Closed
CWA
1713
Clearview Wealth Advisors
Oregon
– -$71.1K -745 Closed
WAM
1714
Worth Asset Management
Texas
– -$39.6K -415 Closed
PIAS
1715
PCA Investment Advisory Services
Ohio
– -$37.6K -394 Closed
HS
1716
Horan Securities
United States
– -$33.9K -355 Closed
FA
1717
Fiduciary Alliance
South Carolina
– -$30.3K -318 Closed
HWM
1718
Horizons Wealth Management
North Carolina
– -$24.1K -253 Closed
2L
1719
25 LLC
Missouri
– -$22.8K -222 Closed
ACM
1720
Antonetti Capital Management
Florida
– -$19.1K -200 Closed
SF
1721
Safeguard Financial
Wisconsin
– -$14K -153 Closed
CA
1722
Crewe Advisors
Utah
– -$9.73K -102 Closed
RI
1723
Ridgewood Investments
New Jersey
– -$8.8K -92 Closed
TFP
1724
Tilia Fiduciary Partners
North Carolina
– -$6.88K -72 Closed
FCG
1725
Financial Connections Group
California
– -$2K -30 Closed
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