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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 %
NFC
401
Northeast Financial Consultants
Connecticut
$4.42M – – –
FAB
402
First American Bank
Illinois
$4.41M -$48.3K -363 -1%
BRWA
403
B. Riley Wealth Advisors
Florida
$4.41M -$678K -5,089 -13%
MP
404
McDonald Partners
Ohio
$4.39M -$35.3K -265 -0.8%
CIC
405
Canal Insurance Company
South Carolina
$4.33M -$1.33M -10,000 -24%
CA
406
Cetera Advisors
Colorado
$4.28M +$362K +2,716 +9%
ATPW
407
Ashton Thomas Private Wealth
Arizona
$4.27M +$84.3K +633 +2%
MIH
408
Meitav Investment House
Israel
$4.24M -$454K -2,986 -10%
IAA
409
Independent Advisor Alliance
North Carolina
$4.2M +$108K +811 +3%
GAM
410
Gotham Asset Management
New York
$4.2M -$1.06M -7,957 -20%
A
411
AustralianSuper
Australia
$4.2M +$4.2M +31,522 New
TBC
412
Tweedy, Browne Co
Connecticut
$4.18M -$85.7K -644 -2%
AIP
413
Ameritas Investment Partners
Nebraska
$4.14M -$186K -1,399 -4%
TPCW
414
TD Private Client Wealth
New York
$4.13M +$396K +2,974 +11%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$4.11M +$2.14M +16,042 +108%
AM
416
AGF Management
Ontario, Canada
$4.1M +$3.14M +23,612 +328%
JIC
417
Johnson Investment Counsel
Ohio
$4.09M +$94.7K +711 +2%
CBTWT
418
Community Bank & Trust (Waco, Texas)
Texas
$4.08M +$1.76M +13,232 +76%
HT
419
Heritage Trust
Oklahoma
$4.06M -$59.4K -446 -1%
FPTW
420
Franklin, Parlapiano, Turner & Welch
Texas
$4.06M -$22.6K -170 -0.6%
EG
421
Ellerson Group
Maryland
$4.05M +$169K +1,269 +4%
SDIC
422
South Dakota Investment Council
South Dakota
$4M -$2.49M -18,708 -38%
SWP
423
Strategic Wealth Partners
Ohio
$3.99M +$971K +7,293 +32%
TAM
424
Tocqueville Asset Management
New York
$3.98M -$2.14M -16,097 -35%
HIMCH
425
Hartford Investment Management Co (HIMCO)
Connecticut
$3.95M -$90.5K -680 -2%
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