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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 %
HW
476
Hancock Whitney
Mississippi
$3.11M -$32.2K -242 -1%
CCMINC
477
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.1M +$10.3K +77 +0.3%
PCIA
478
Prime Capital Investment Advisors
Kansas
$3.09M +$765K +5,746 +33%
DC
479
Davenport & Co
Virginia
$3.06M -$142K -1,068 -4%
XF
480
XML Financial
Maryland
$3.05M +$254K +1,906 +9%
Wolverine Trading
481
Wolverine Trading
Illinois
$2.99M +$2M +15,036 +202%
GIA
482
Gladstone Institutional Advisory
Florida
$2.99M +$343K +2,576 +13%
MMA
483
Miracle Mile Advisors
California
$2.99M -$16.6K -125 -0.6%
WS
484
Wedbush Securities
California
$2.97M +$73.4K +551 +3%
BAMF
485
BI Asset Management Fondsmaeglerselskab
Denmark
$2.96M -$1.6M -11,996 -35%
SWP
486
Stratos Wealth Partners
Ohio
$2.96M +$12K +90 +0.4%
PA
487
Procyon Advisors
Connecticut
$2.95M -$1.01M -7,572 -25%
MGP
488
Metis Global Partners
California
$2.89M -$289K -2,168 -9%
BCM
489
Becker Capital Management
Oregon
$2.89M -$44.6K -335 -2%
MCM
490
MAI Capital Management
Ohio
$2.89M +$159K +1,191 +6%
BCM
491
Brookstone Capital Management
Illinois
$2.88M -$103K -771 -3%
LNC
492
Lincoln National Corp
Pennsylvania
$2.85M +$81.9K +615 +3%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$2.84M -$1.9M -13,952 -40%
CIBC World Market
494
CIBC World Market
Ontario, Canada
$2.82M +$336K +2,521 +14%
SF
495
Synovus Financial
Georgia
$2.81M +$13.8K +104 +0.5%
SIMG
496
Sonora Investment Management Group
Arizona
$2.81M +$246K +1,846 +10%
NRS
497
Neville Rodie & Shaw
New York
$2.81M – – –
MCM
498
Monument Capital Management
Virginia
$2.79M -$91.2K -685 -3%
NIG
499
NFJ Investment Group
Texas
$2.79M -$12M -90,356 -81%
PA
500
PFW Advisors
Georgia
$2.78M -$3.86K -29 -0.1%
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