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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
+$973M
2
Harris Associates
Harris Associates
Illinois
+$666M
3
Boston Partners
Boston Partners
Massachusetts
+$465M
4
Barclays
Barclays
United Kingdom
+$387M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$245M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$253M
2
State Street
State Street
Massachusetts
-$186M
3
Bank of America
Bank of America
North Carolina
-$172M
4
Millennium Management
Millennium Management
New York
-$135M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
TYCC
351
Texas Yale Capital Corp
Florida
$5.54M – – –
CAM
352
Cresset Asset Management
Illinois
$5.51M +$1.73K +13 +0%
UCFA
353
United Capital Financial Advisors
Texas
$5.45M +$479K +3,595 +10%
SMDAM
354
Sumitomo Mitsui DS Asset Management
Japan
$5.41M +$27.6K +207 +0.5%
TI
355
Tidal Investments
Wisconsin
$5.37M +$231K +1,734 +4%
CCM
356
Coldstream Capital Management
Washington
$5.36M +$10.5K +79 +0.2%
MHC
357
Meyer Handelman Company
New York
$5.31M -$120K -900 -2%
HNB
358
Huntington National Bank
Ohio
$5.27M -$66K -496 -1%
NFG
359
Nations Financial Group
Iowa
$5.26M -$201K -1,506 -4%
HPC
360
HM Payson & Co
Maine
$5.22M -$143K -1,075 -3%
GIBU
361
Gulf International Bank (UK)
United Kingdom
$5.22M -$568K -4,266 -10%
FNBOO
362
First National Bank of Omaha
Nebraska
$5.2M -$553K -4,152 -10%
AAS
363
Avantax Advisory Services
Texas
$5.18M -$949K -7,129 -15%
EMPI
364
Elo Mutual Pension Insurance
Finland
$5.18M +$51.4K +386 +1%
CSPAM
365
Cary Street Partners Asset Management
Virginia
$5.16M -$231K -1,735 -4%
RIL
366
Rothschild Investment LLC
Illinois
$5.14M -$1.12M -8,407 -18%
UIM
367
USS Investment Management
United Kingdom
$5.14M -$2.2M -16,500 -30%
SCP
368
Shorepoint Capital Partners
Massachusetts
$5.13M -$32.8K -246 -0.6%
AWS
369
Atria Wealth Solutions
New York
$5.12M +$335K +2,519 +7%
ACM
370
Alta Capital Management
Utah
$5.12M +$107K +803 +2%
SWA
371
Stratos Wealth Advisors
Ohio
$5.06M -$83.7K -629 -2%
BFW
372
Brady Family Wealth
Missouri
$5.04M +$26.5K +199 +0.5%
KWM
373
Kingsview Wealth Management
Oregon
$5.01M -$23.6K -177 -0.5%
PCA
374
Prosperity Capital Advisors
Ohio
$4.98M +$519K +3,899 +12%
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$4.97M +$62.7K +471 +1%
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