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Phillips 66
PSX

1,661 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, 565 increasing their positions, 595 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 74

125% more funds holding in top 10

Funds holding in top 10: 12 → 27 (+15)

25% more capital invested

Capital invested by funds: $30.9B → $38.5B (+$7.64B)

19% more call options, than puts

Call options by funds: $585M | Put options by funds: $490M

8% more funds holding

Funds holding: 1,539 → 1,661 (+122)

1.39% more ownership

Funds ownership: 70.62% → 72.01% (+1.4%)

5% less repeat investments, than reductions

Existing positions increased: 565 | Existing positions reduced: 595

Holders
1,661
Holders Change
+122
Holders Change %
+7.93%
% of All Funds
26.36%
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
565
Reduced
595
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$214M
2
MIM
Merewether Investment Management
Texas
+$68.8M
3
Renaissance Technologies
Renaissance Technologies
New York
+$60.8M
4
Millennium Management
Millennium Management
New York
+$58.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$57.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
BlackRock
BlackRock
New York
-$208M
3
Deutsche Bank
Deutsche Bank
Germany
-$164M
4
N
Nuveen
North Carolina
-$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
Name Holding Trade Value Shares
Change 		Change in
Stake
MNG
201
Manning & Napier Group
New York
$14.1M -$429K -3,825 -3%
JAM
202
Jupiter Asset Management
United Kingdom
$14.1M +$30K +267 +0.2%
Ensign Peak Advisors
203
Ensign Peak Advisors
Utah
$14.1M +$793K +7,063 +6%
MDCM
204
Morgan Dempsey Capital Management
Wisconsin
$13.9M -$365K -3,254 -3%
HLCM
205
Hi-Line Capital Management
South Dakota
$13.6M -$26.6K -237 -0.2%
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$13.5M -$5.17M -46,095 -29%
NIG
207
NFJ Investment Group
Texas
$13.4M -$12.5M -111,139 -50%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$13.4M -$727K -6,477 -6%
MIM
209
MetLife Investment Management
New Jersey
$13.3M -$680K -6,056 -5%
USCWA
210
U.S. Capital Wealth Advisors
Texas
$13.2M -$404K -3,598 -3%
LKIM
211
Lawson Kroeker Investment Management
Nebraska
$13.2M -$52.8K -470 -0.4%
SBCM
212
Schwerin Boyle Capital Management
Massachusetts
$13.2M -$2.95M -26,298 -19%
GC
213
Guggenheim Capital
Illinois
$12.7M +$532K +4,741 +5%
Public Sector Pension Investment Board (PSP Investments)
214
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.7M +$1.16M +10,359 +11%
AAM
215
Advisors Asset Management
Colorado
$12.5M -$6.85K -61 -0.1%
RCYC
216
Richard C. Young & Co
Rhode Island
$12.5M +$85.5K +762 +0.7%
SCM
217
SKBA Capital Management
California
$12.4M -$33.7K -300 -0.3%
BIM
218
Bridgecreek Investment Management
Oklahoma
$12.4M -$865K -7,709 -7%
ProShare Advisors
219
ProShare Advisors
Maryland
$12.3M -$1.19M -10,581 -9%
Retirement Systems of Alabama
220
Retirement Systems of Alabama
Alabama
$12.1M -$405K -3,607 -3%
CIA
221
CCM Investment Advisers
South Carolina
$12M -$153K -1,361 -1%
MCM
222
Mattern Capital Management
Colorado
$11.9M +$781K +6,961 +8%
Wealth Enhancement Advisory Services
223
Wealth Enhancement Advisory Services
Minnesota
$11.8M +$10.7M +95,382 +3,210%
SPIA
224
Steward Partners Investment Advisory
New York
$11.7M +$45.1K +402 +0.4%
BG
225
Bollard Group
Massachusetts
$11.5M +$86.6K +772 +0.8%
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PSX Hedge Fund Activity: Q3 2023 in Review

1,661 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q3 2023, worth a combined $38.5B — up 25% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new PSX positions and 74 closed out — a net gain of 142 holders — while 565 added to existing stakes and 595 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $214M. The largest seller was Wellington Management Group, cutting an estimated $210M.

  • 1,661 institutional investors held Phillips 66 (PSX) as of Q3 2023, up from 1,539 in Q2 2023.
  • Funds reported $38.5B of Phillips 66 stock for Q3 2023, up 25% quarter-over-quarter.
  • 216 funds opened new Phillips 66 positions in Q3 2023 and 74 closed out, a net change of +142 holders.
  • The largest Phillips 66 buyer in Q3 2023 was Harris Associates, an estimated $214M added.
  • The largest Phillips 66 seller in Q3 2023 was Wellington Management Group, an estimated $210M sold.

Based on aggregated 13F filings for Q3 2023.