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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 %
VV
276
Verity & Verity
South Carolina
$8.72M +$837K +6,286 +11%
CCG
277
Cypress Capital Group
Florida
$8.67M +$3.99K +30 +0%
Bank of Nova Scotia
278
Bank of Nova Scotia
Ontario, Canada
$8.56M -$31.6M -237,057 -79%
BMSSC
279
B. Metzler seel. Sohn & Co
Germany
$8.49M +$2.58M +19,390 +44%
RPI
280
Railway Pension Investments
United Kingdom
$8.39M +$8.39M +63,000 New
CWM
281
Congress Wealth Management
Massachusetts
$8.36M +$139K +1,043 +2%
NYLIM
282
New York Life Investment Management
New York
$8.32M -$469K -3,520 -5%
AG
283
AlTi Global
New York
$8.31M +$8.31M +62,410 New
AIMC
284
Alley Investment Management Company
Illinois
$8.25M -$140K -1,053 -2%
DADC
285
D.A. Davidson & Co
Montana
$8.21M -$706K -5,302 -8%
AWM
286
AE Wealth Management
Kansas
$8.14M -$1.12M -8,019 -12%
MIM
287
Montgomery Investment Management
Maryland
$8.08M – – –
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
$8.08M +$492K +3,694 +6%
MOACM
289
Mutual of America Capital Management
New York
$7.85M -$457K -3,432 -6%
FAT
290
First American Trust
California
$7.8M +$62K +466 +0.8%
X
291
Xponance
Pennsylvania
$7.76M -$1.79M -13,463 -19%
Man Group
292
Man Group
United Kingdom
$7.73M +$7.73M +58,073 New
WMSA
293
Weiss Multi-Strategy Advisers
New York
$7.63M +$7.63M +57,333 New
Brown Advisory
294
Brown Advisory
Maryland
$7.62M +$131K +984 +2%
RFM
295
Royal Fund Management
Florida
$7.45M +$107K +804 +1%
Federated Hermes
296
Federated Hermes
Pennsylvania
$7.41M -$2.54M -19,115 -26%
SG Americas Securities
297
SG Americas Securities
New York
$7.31M +$5.69M +42,716 +351%
AFWM
298
AMJ Financial Wealth Management
Virginia
$7.24M +$2.19M +16,434 +43%
Credit Agricole
299
Credit Agricole
France
$7.2M +$5.47M +41,099 +317%
ACM
300
Advisors Capital Management
New Jersey
$7.19M +$61K +458 +0.9%
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