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Phillips 66
PSX

Overview Fund Activity

1,778 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.07%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
675
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.87B
2
Harris Associates
Harris Associates
Illinois
$919M
3
Boston Partners
Boston Partners
Massachusetts
$513M
4
Barclays
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$757M
2
State Street
State Street
Massachusetts
$3.91B
3
Bank of America
Bank of America
North Carolina
$691M
4
Millennium Management
Millennium Management
New York
$24.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
D.E. Shaw & Co
251
D.E. Shaw & Co
New York
$9.85M -$11.2M -84,018 -53%
OC
252
Oppenheimer & Co
New York
$9.83M +$2.24M +16,846 +30%
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$9.73M -$651K -4,886 -6%
Cohen & Steers
254
Cohen & Steers
New York
$9.7M -$985K -7,401 -9%
DWP
255
Daymark Wealth Partners
Ohio
$9.69M +$439K +3,299 +5%
LA
256
LBP AM
France
$9.66M -$1.16M -8,679 -11%
DPAM
257
Degroof Petercam Asset Management
Belgium
$9.6M +$9.6M +72,102 New
BB
258
Bell Bank
North Dakota
$9.58M -$468K -3,516 -5%
SFA
259
Sequoia Financial Advisors
Ohio
$9.57M -$66.8K -502 -0.7%
FPCP
260
Fort Point Capital Partners
California
$9.53M – – –
TCA
261
Tortoise Capital Advisors
Kansas
$9.49M – – –
SB
262
Simmons Bank
Arkansas
$9.34M +$308K +2,317 +3%
QC
263
Quadrature Capital
United Kingdom
$9.34M -$20.2M -151,808 -68%
VVP
264
Venture Visionary Partners
Ohio
$9.28M +$701K +5,268 +8%
VWA
265
Visionary Wealth Advisors
Illinois
$9.26M -$56.2K -422 -0.6%
ASN
266
Advisory Services Network
Georgia
$9.24M +$513K +3,851 +6%
CAN
267
Cetera Advisor Networks
California
$9.18M +$219K +1,644 +2%
YCM
268
Yousif Capital Management
Michigan
$9.14M -$644K -4,835 -7%
Axa
269
Axa
France
$9.09M +$19.8K +149 +0.2%
OPCM
270
Osborne Partners Capital Management
California
$9.08M -$120K -899 -1%
CWP
271
Cyndeo Wealth Partners
Florida
$9.05M +$1.42M +10,652 +19%
Fidelity International
272
Fidelity International
Bermuda
$8.92M +$8.92M +66,963 New
KAS
273
Kestra Advisory Services
Texas
$8.84M +$215K +1,616 +2%
FRM
274
Foundation Resource Management
Arkansas
$8.82M -$62.3K -468 -0.7%
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.78M -$5.25M -39,451 -37%
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