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Phillips 66
PSX

Overview Fund Activity

1,530 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, 613 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,530
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.13%
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
613
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

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

Top Sellers

1
OIAM
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
State Street
State Street
Massachusetts
$2.98B
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$15.7M +$1.22M +12,791 +8%
TH
152
TCTC Holdings
Texas
$15.5M +$114K +1,200 +0.7%
BF
153
BOK Financial
Oklahoma
$15.5M -$466K -4,888 -3%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$14.9M -$11.3M -119,873 -43%
GF
155
Gabelli Funds
New York
$14.9M +$1.34M +14,000 +10%
BTCPP
156
Border to Coast Pensions Partnership
United Kingdom
$14.7M – – –
Jane Street
157
Jane Street
New York
$14.5M -$14.8M -154,971 -51%
KeyBank National Association
158
KeyBank National Association
Ohio
$14.5M -$233K -2,443 -2%
PI
159
Putnam Investments
Massachusetts
$14.4M -$5.36M -56,182 -27%
EF
160
Empowered Funds
Pennsylvania
$14.3M +$949K +9,945 +7%
EST
161
EA Series Trust
Pennsylvania
$14.3M +$14.3M +150,433 New
TI
162
Trexquant Investment
Connecticut
$14.1M +$5.82M +61,008 +70%
HTI
163
Hikari Tsushin Inc
Japan
$14.1M – – –
Korea Investment Corp
164
Korea Investment Corp
South Korea
$13.9M -$2.37M -24,844 -15%
SOAMC
165
Spirit of America Management Corp
New York
$13.6M -$591K -6,200 -4%
TIP
166
Torray Investment Partners
Maryland
$13.3M +$1.5M +15,742 +13%
AAIS
167
ABN AMRO Investment Solutions
$13.1M -$2.57M -26,895 -16%
SBCM
168
Schwerin Boyle Capital Management
Massachusetts
$13M -$42.9K -450 -0.3%
YCM
169
Yaupon Capital Management
New York
$12.7M -$17M -178,087 -57%
VRS
170
Virginia Retirement Systems
Virginia
$12.7M +$2.56M +26,800 +25%
Robeco Institutional Asset Management
171
Robeco Institutional Asset Management
Netherlands
$12.6M -$7.72M -80,919 -38%
BA
172
Bridgewater Associates
Connecticut
$12.6M -$1.38M -14,492 -10%
ASRS
173
Arizona State Retirement System
Arizona
$12.6M +$258K +2,701 +2%
FVCM
174
F&V Capital Management
Florida
$12.4M -$83.9K -880 -0.7%
Nomura Asset Management
175
Nomura Asset Management
Japan
$12.4M -$211K -2,212 -2%
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