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Phillips 66
PSX

Overview Fund Activity

1,779 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+127
Holders Change %
+7.69%
% of All Funds
26.08%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
255
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 %
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$4.92M +$249K +1,869 +5%
Nomura Holdings
377
Nomura Holdings
Japan
$4.9M -$48.2M -362,178 -91%
ACM
378
Altrius Capital Management
North Carolina
$4.89M -$126K -944 -3%
MWM
379
Mattern Wealth Management
Kansas
$4.87M +$165K +1,237 +3%
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
$4.85M -$533K -4,004 -10%
Jacobs Levy Equity Management
381
Jacobs Levy Equity Management
New Jersey
$4.84M -$2.1M -15,792 -30%
CT
382
Colonial Trust
South Carolina
$4.83M +$376K +2,823 +8%
VFM
383
Viking Fund Management
North Dakota
$4.79M – – –
DILIC
384
Dai-ichi Life Insurance Company
Japan
$4.78M +$3.2M +24,000 +201%
ILI
385
Invesco LLC (Illinois)
Illinois
$4.78M -$38.5K -289 -0.8%
AOWM
386
Alpha Omega Wealth Management
Virginia
$4.75M -$116K -871 -2%
BBVA
387
Banco Bilbao Vizcaya Argentaria
Spain
$4.73M +$552K +4,149 +13%
QWP
388
Quotient Wealth Partners
Texas
$4.71M +$4.71M +35,406 New
CCG
389
Chatham Capital Group
Georgia
$4.71M -$26.6K -200 -0.6%
KRS
390
Kentucky Retirement Systems
Kentucky
$4.69M +$140K +1,049 +3%
Walleye Capital
391
Walleye Capital
New York
$4.67M +$4.67M +35,044 New
PA
392
Pinnacle Associates
New York
$4.65M -$8.52K -64 -0.2%
MCP
393
Martin Capital Partners
Oregon
$4.63M -$69.5K -522 -1%
MSRPS
394
Maryland State Retirement & Pension System
Maryland
$4.61M -$72.6K -545 -2%
OPERF
395
Oregon Public Employees Retirement Fund
Oregon
$4.57M -$16.5K -124 -0.4%
Northwestern Mutual Wealth Management
396
Northwestern Mutual Wealth Management
Wisconsin
$4.53M +$311K +2,339 +7%
Cetera Investment Advisers
397
Cetera Investment Advisers
Illinois
$4.53M -$222K -1,667 -5%
OIM
398
Opus Investment Management
Massachusetts
$4.5M -$1.65M -12,400 -27%
ClearBridge Investments
399
ClearBridge Investments
New York
$4.48M +$1.59M +11,945 +55%
VPIM
400
Vanguard Personalized Indexing Management
California
$4.46M +$562K +4,219 +14%
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