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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 %
WCM
451
Wisconsin Capital Management
Wisconsin
$3.44M -$195K -1,465 -5%
CWP
452
CFM Wealth Partners
Texas
$3.4M +$666 +5 +0%
SFG
453
SevenBridge Financial Group
Pennsylvania
$3.39M -$13K -98 -0.4%
GWSG
454
GPS Wealth Strategies Group
Colorado
$3.36M +$4.39K +33 +0.1%
ET
455
Equitable Trust
Tennessee
$3.36M +$1.01M +7,592 +43%
RWA
456
River Wealth Advisors
Pennsylvania
$3.35M -$129K -968 -4%
GAB
457
German American Bancorp
Indiana
$3.35M +$66K +496 +2%
GAM
458
Garrison Asset Management
Arkansas
$3.34M -$47.8K -359 -1%
OTPPB
459
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.33M -$174K -1,309 -5%
SYBT
460
Stock Yards Bank & Trust
Kentucky
$3.32M -$167K -1,256 -5%
EWA
461
Exencial Wealth Advisors
Oklahoma
$3.29M -$952K -7,150 -22%
EF
462
Empirical Finance
Pennsylvania
$3.25M +$521K +3,913 +19%
PFS
463
Prospera Financial Services
Texas
$3.24M -$50.7K -381 -2%
BBNA
464
Bremer Bank National Association
Minnesota
$3.23M +$3.23M +24,273 New
OKSA
465
O'Keefe Stevens Advisory
New York
$3.22M +$3.73K +28 +0.1%
PP
466
Prudential plc
United Kingdom
$3.21M -$5.06K -38 -0.2%
CG
467
Cynosure Group
Utah
$3.21M +$2.02M +15,205 +171%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$3.19M +$320K +2,403 +11%
SWM
469
Sendero Wealth Management
Texas
$3.18M +$2.62M +19,673 +468%
NMERB
470
New Mexico Educational Retirement Board
New Mexico
$3.17M – – –
CCA
471
Catalyst Capital Advisors
New York
$3.16M +$3.16M +23,750 New
DA
472
DCM Advisors
New York
$3.16M -$11.3K -85 -0.4%
SP
473
SWS Partners
Ohio
$3.14M -$602K -4,524 -16%
RBA
474
Richard Bernstein Advisors
New York
$3.13M +$2.13K +16 +0.1%
GAM
475
Groupama Asset Management
France
$3.12M +$3.12M +23,428 New
17 18
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