PSX icon

Phillips 66
PSX

Overview Fund Activity

1,777 hedge funds and large institutions have $44.6B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 674 reducing their positions, and 102 closing their positions.

Holders
1,777
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.06%
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
674
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$919M
3
Boston Partners
3
Boston Partners
Massachusetts
$513M
4
Barclays
4
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$757M
2
State Street
2
State Street
Massachusetts
$3.91B
3
Bank of America
3
Bank of America
North Carolina
$691M
4
Millennium Management
4
Millennium Management
New York
$24.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$313M 2,350,949 +384,506 +20%
Allianz Asset Management
27
Allianz Asset Management
Germany
$281M 2,112,493 -295,765 -12%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$262M 1,969,578 +22,769 +1%
LSV Asset Management
29
LSV Asset Management
Illinois
$262M 1,967,536 +38,673 +2%
Deutsche Bank
30
Deutsche Bank
Germany
$240M 1,805,650 +535,712 +42%
UBS AM
31
UBS AM
Illinois
$215M 1,614,272 +20,450 +1%
AllianceBernstein
32
AllianceBernstein
Tennessee
$206M 1,546,071 +152,593 +11%
BG
33
Bahl & Gaynor
Ohio
$198M 1,486,089 -20,772 -1%
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$194M 1,454,649 +860,586 +145%
Swiss National Bank
35
Swiss National Bank
Switzerland
$185M 1,392,350 -83,700 -6%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$185M 1,388,423 -37,843 -3%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$179M 1,341,389 +325,659 +32%
Prudential Financial
38
Prudential Financial
New Jersey
$176M 1,326,821 +122,053 +10%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$164M 1,232,069 +188,303 +18%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$161M 1,207,741 -6,997 -0.6%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$150M 1,127,978 -117,341 -9%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$145M 1,082,046 -199,104 -16%
Citadel Advisors
43
Citadel Advisors
Florida
$144M 1,080,278 +134,295 +14%
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$127M 953,020 -6,908 -0.7%
National Pension Service
45
National Pension Service
South Korea
$124M 927,700 +22,307 +2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$117M 875,053 -28,160 -3%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$116M 872,957 -31,282 -3%
First Trust Advisors
48
First Trust Advisors
Illinois
$115M 867,444 -201,474 -19%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$111M 834,504 +47,249 +6%
Corient Private Wealth
50
Corient Private Wealth
Florida
$107M 801,665 +27,315 +4%
1
2
3 4 5