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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 %
CTC
426
Central Trust Company
Missouri
$3.93M +$128K +960 +3%
1832 Asset Management
427
1832 Asset Management
Ontario, Canada
$3.92M +$5.19K +39 +0.1%
BWM
428
BNC Wealth Management
Oregon
$3.88M -$1.33K -10 -0%
RCA
429
Riverview Capital Advisers
Massachusetts
$3.84M -$8.65K -65 -0.2%
PCM
430
Parsons Capital Management
Rhode Island
$3.84M +$133K +1,000 +4%
CNBTD
431
Citizens National Bank Trust Department
Mississippi
$3.84M -$156K -1,175 -4%
BBI
432
Baxter Bros Inc
Connecticut
$3.83M +$45.1K +339 +1%
VWMG
433
Virginia Wealth Management Group
Virginia
$3.82M -$353K -2,651 -8%
TC
434
TownSquare Capital
Utah
$3.8M -$546K -4,100 -13%
VanEck Associates
435
VanEck Associates
New York
$3.8M +$91.7K +689 +2%
PA
436
Profund Advisors
Maryland
$3.79M +$195K +1,462 +5%
OIA
437
OneDigital Investment Advisors
Kansas
$3.76M -$144K -1,081 -4%
CAM
438
Cozad Asset Management
Illinois
$3.73M +$553K +4,156 +17%
SAM
439
Securian Asset Management
Minnesota
$3.71M -$545K -4,091 -13%
VI
440
Vestcor Inc
New Brunswick, Canada
$3.65M -$14K -105 -0.4%
CS
441
Candriam SCA
Luxembourg
$3.6M -$256K -1,925 -7%
CIC
442
Carnegie Investment Counsel
Ohio
$3.58M +$14K +105 +0.4%
LSERS
443
Louisiana State Employees Retirement System
Louisiana
$3.54M -$133K -1,000 -4%
LA
444
LexAurum Advisors
Kansas
$3.54M -$13.3K -100 -0.4%
PRS
445
Pinkerton Retirement Specialists
Idaho
$3.53M -$339K -2,544 -9%
SIM
446
Stratos Investment Management
Ohio
$3.5M -$179K -1,341 -5%
PWP
447
Principle Wealth Partners
Connecticut
$3.49M -$1.73K -13 -0%
LSIA
448
LaSalle St. Investment Advisors
Illinois
$3.49M +$229K +172 +7%
FWCM
449
Ferguson Wellman Capital Management
Oregon
$3.48M -$21.6K -162 -0.6%
HA
450
Herold Advisors
New York
$3.47M -$49.1K -369 -1%
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