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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 %
AAIM
176
American Assets Investment Management
California
$12.2M – – –
SOMRS
177
State of Michigan Retirement System
Michigan
$12M -$172K -1,800 -1%
IMRF
178
Illinois Municipal Retirement Fund
Illinois
$12M +$1.53M +16,092 +15%
Teacher Retirement System of Texas
179
Teacher Retirement System of Texas
Texas
$11.9M +$1.07M +11,231 +10%
AIG
180
American International Group
New York
$11.9M -$212K -2,221 -2%
WAM
181
Wallington Asset Management
Indiana
$11.6M +$266K +2,789 +2%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$11.6M -$1.68M -17,650 -13%
MNG
183
Manning & Napier Group
New York
$11.6M +$11.6M +121,203 New
AB
184
Amalgamated Bank
New York
$11.5M -$811K -8,500 -7%
MDCM
185
Morgan Dempsey Capital Management
Wisconsin
$11.4M -$172K -1,804 -1%
FP
186
Foundry Partners
Minnesota
$11.4M -$4.25M -44,522 -27%
ABC
187
Associated Banc-Corp
Wisconsin
$11.2M -$132K -1,383 -1%
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$11.2M -$3.2M -33,592 -22%
JAM
189
Jupiter Asset Management
United Kingdom
$11.2M +$11.2M +117,100 New
MIM
190
MetLife Investment Management
New Jersey
$11.1M -$358K -3,757 -3%
OAM
191
Oppenheimer Asset Management
New York
$10.9M -$1.56M -16,379 -12%
PAM
192
Panagora Asset Management
Massachusetts
$10.9M -$6.17M -64,676 -36%
USCWA
193
U.S. Capital Wealth Advisors
Texas
$10.9M +$370K +3,878 +4%
HLCM
194
Hi-Line Capital Management
South Dakota
$10.8M -$1.26M -13,223 -10%
KPWS
195
Kestra Private Wealth Services
Texas
$10.8M +$473K +4,959 +5%
ProShare Advisors
196
ProShare Advisors
Maryland
$10.7M -$1.38M -14,457 -11%
BIM
197
Bridgecreek Investment Management
Oklahoma
$10.5M -$47.7K -500 -0.5%
LKIM
198
Lawson Kroeker Investment Management
Nebraska
$10.5M +$279K +2,930 +3%
Ensign Peak Advisors
199
Ensign Peak Advisors
Utah
$10.5M -$5.1M -53,500 -33%
CGH
200
Crossmark Global Holdings
Texas
$10.4M +$1.78M +16,134 +21%
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