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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
+$573M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M
3
Deutsche Bank
Deutsche Bank
Germany
+$91.4M
4
EIM
Elliott Investment Management
Florida
+$73.9M
5
IIM
INTECH Investment Management
Florida
+$49.4M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$2.99B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$379M
3
Renaissance Technologies
Renaissance Technologies
New York
-$114M
4
State Street
State Street
Massachusetts
-$109M
5
HF
HRT Financial
New York
-$99.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
201
Two Sigma Investments
New York
$10.1M -$1.79M -18,748 -15%
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$10.1M +$2.34M +24,473 +30%
AAS
203
Annex Advisory Services
Wisconsin
$10M +$101K +1,055 +1%
Retirement Systems of Alabama
204
Retirement Systems of Alabama
Alabama
$9.95M -$3.19M -33,447 -24%
AAM
205
Advisors Asset Management
Colorado
$9.93M -$222K -2,328 -2%
SCM
206
SKBA Capital Management
California
$9.9M -$23.8K -250 -0.2%
RCYC
207
Richard C. Young & Co
Rhode Island
$9.84M +$265K +2,782 +3%
CIA
208
CCM Investment Advisers
South Carolina
$9.69M +$127K +1,330 +1%
CSS
209
Cubist Systematic Strategies
Connecticut
$9.64M -$2.79M -29,243 -22%
SDIC
210
South Dakota Investment Council
South Dakota
$9.64M -$1.18M -12,402 -11%
GC
211
Guggenheim Capital
Illinois
$9.62M -$1.68M -17,651 -15%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$9.54M +$33.8K +354 +0.4%
RJT
213
Raymond James Trust
Florida
$9.51M +$401K +4,199 +4%
ECU
214
Eisler Capital (UK)
United Kingdom
$9.46M -$5.6M -58,738 -37%
SFA
215
Sequoia Financial Advisors
Ohio
$9.39M -$2.89M -30,291 -24%
DIP
216
DT Investment Partners
Pennsylvania
$9.33M +$22.4K +200 +0.2%
Assenagon Asset Management
217
Assenagon Asset Management
Luxembourg
$9.23M -$17.4M -182,106 -65%
SPIA
218
Steward Partners Investment Advisory
New York
$9.22M +$36.6K +384 +0.4%
GCMG
219
Gyroscope Capital Management Group
Florida
$9.19M +$586K +6,139 +7%
TPSF
220
Texas Permanent School Fund
Texas
$9.18M -$86.8K -910 -0.9%
Mercer Global Advisors
221
Mercer Global Advisors
Colorado
$9.12M +$1.11M +11,605 +14%
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.06M -$1.36M -14,231 -13%
BG
223
Bollard Group
Massachusetts
$9.05M +$90.9K +953 +1%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$8.97M -$5.8M -60,793 -39%
NA
225
Navellier & Associates
Nevada
$8.84M -$11.8K -124 -0.1%
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