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Phillips 66
PSX

Overview Fund Activity

1,529 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, 612 reducing their positions, and 118 closing their positions.

Holders
1,529
Holders Change
-31
Holders Change %
-1.99%
% of All Funds
24.12%
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
612
Closed
118
Calls
$401M
Puts
$352M
Net Calls
+$49.1M
Net Calls Change
-$43.9M

Top Buyers

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

Top Sellers

1
OIAM
1
OFI Invest Asset Management
France
$28.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$390M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$0
4
State Street
4
State Street
Massachusetts
$2.98B
5
HF
5
HRT Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.94B 41,349,410 -953,222 -2%
BlackRock
2
BlackRock
New York
$3.5B 36,736,742 -692,062 -2%
State Street
3
State Street
Massachusetts
$2.98B 31,213,866 -1,140,024 -4%
Wells Fargo
4
Wells Fargo
California
$1.63B 17,121,154 +97,198 +0.6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.04B 10,931,521 +2,307,543 +27%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$927M 9,745,974 +34,890 +0.4%
Aristotle Capital Management
7
Aristotle Capital Management
California
$746M 7,822,277 -100,601 -1%
Barclays
8
Barclays
United Kingdom
$711M 7,451,470 +6,009,826 +417%
Morgan Stanley
9
Morgan Stanley
New York
$632M 6,630,314 -173,205 -3%
Bank of America
10
Bank of America
North Carolina
$591M 6,198,531 -660,866 -10%
Invesco
11
Invesco
Georgia
$557M 5,844,882 -213,615 -4%
Northern Trust
12
Northern Trust
Illinois
$439M 4,598,084 -264,606 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$390M 4,092,326 -3,974,354 -49%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$388M 4,067,805 -256,785 -6%
UBS Group
15
UBS Group
Switzerland
$384M 4,031,146 +309,474 +8%
Barrow, Hanley, Mewhinney & Strauss
16
Barrow, Hanley, Mewhinney & Strauss
Texas
$364M 3,817,172 -778,282 -17%
Norges Bank
17
Norges Bank
Norway
$360M 3,769,227 +44,579 +1%
Legal & General Group
18
Legal & General Group
United Kingdom
$325M 3,409,409 -54,849 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$309M 3,237,579 +107,904 +3%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$299M 3,139,120 -343,170 -10%
Charles Schwab
21
Charles Schwab
California
$284M 2,973,377 -40,275 -1%
Amundi
22
Amundi
France
$276M 2,890,897 +240,774 +9%
Pacer Advisors
23
Pacer Advisors
Pennsylvania
$264M 2,770,678 +205,611 +8%
Deutsche Bank
24
Deutsche Bank
Germany
$261M 2,735,031 +957,959 +54%
Goldman Sachs
25
Goldman Sachs
New York
$233M 2,447,470 -235,720 -9%
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