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Phillips 66
PSX

Overview Fund Activity

1,651 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, 561 increasing their positions, 591 reducing their positions, and 74 closing their positions.

Holders
1,651
Holders Change
+122
Holders Change %
+7.98%
% of All Funds
26.33%
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
561
Reduced
591
Closed
74
Calls
$585M
Puts
$490M
Net Calls
+$94.7M
Net Calls Change
+$45.6M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$229M
2
MIM
2
Merewether Investment Management
Texas
$73.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$65.1M
4
Millennium Management
4
Millennium Management
New York
$144M
5
Citadel Advisors
5
Citadel Advisors
Florida
$114M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.09B
2
BlackRock
2
BlackRock
New York
$4.19B
3
Deutsche Bank
3
Deutsche Bank
Germany
$153M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$125M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.82B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.82B 40,128,511 -1,220,899 -3%
BlackRock
2
BlackRock
New York
$4.19B 34,884,502 -1,852,240 -5%
State Street
3
State Street
Massachusetts
$3.69B 30,752,446 -461,420 -1%
Wells Fargo
4
Wells Fargo
California
$2.06B 17,121,077 -77 -0%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.17B 9,734,785 -11,189 -0.1%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.09B 9,060,904 -1,870,617 -17%
Barclays
7
Barclays
United Kingdom
$932M 7,760,709 +309,239 +4%
Aristotle Capital Management
8
Aristotle Capital Management
California
$911M 7,580,105 -242,172 -3%
Morgan Stanley
9
Morgan Stanley
New York
$813M 6,768,960 +138,646 +2%
Bank of America
10
Bank of America
North Carolina
$779M 6,482,119 +283,588 +5%
Invesco
11
Invesco
Georgia
$688M 5,727,272 -117,610 -2%
Northern Trust
12
Northern Trust
Illinois
$586M 4,881,094 +283,010 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$549M 4,570,590 +502,785 +12%
Norges Bank
14
Norges Bank
Norway
$472M 3,927,585 +158,358 +4%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$456M 3,796,517 -295,809 -7%
UBS Group
16
UBS Group
Switzerland
$437M 3,637,849 -393,297 -10%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$427M 3,552,366 -264,806 -7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$407M 3,386,845 +149,266 +5%
Legal & General Group
19
Legal & General Group
United Kingdom
$392M 3,266,047 -143,362 -4%
Amundi
20
Amundi
France
$360M 3,227,948 +337,051 +12%
Charles Schwab
21
Charles Schwab
California
$348M 2,895,912 -77,465 -3%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$338M 2,817,077 +46,399 +2%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$322M 2,682,902 -456,218 -15%
Allianz Asset Management
24
Allianz Asset Management
Germany
$289M 2,408,258 +133,657 +6%
Goldman Sachs
25
Goldman Sachs
New York
$236M 1,966,443 -481,027 -20%
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