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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 %
SCM
501
Shelton Capital Management
Colorado
$2.77M +$233K +1,751 +9%
CVM
502
Cheviot Value Management
California
$2.77M -$52.5K -388 -2%
RFC
503
Regions Financial Corp
Alabama
$2.75M -$26.4K -198 -0.9%
SAM
504
Silvercrest Asset Management
New York
$2.75M -$98K -736 -3%
HFM
505
Hartford Financial Management
Connecticut
$2.7M -$26.6K -200 -1%
CHC
506
City Holding Co
West Virginia
$2.7M -$50.5K -379 -2%
NAM
507
NorthCrest Asset Manangement
Minnesota
$2.69M -$237K -1,782 -8%
CIP
508
Convergence Investment Partners
Florida
$2.67M -$213K -1,602 -7%
PAPAIJV
509
Paragon Associates & Paragon Associates II Joint Venture
Texas
$2.66M +$2.66M +20,000 New
PP
510
Patten & Patten
Tennessee
$2.66M -$24.4K -183 -0.9%
BC
511
Burney Company
Virginia
$2.66M -$1.92M -14,412 -42%
FCI
512
Financial Counselors Inc
Kansas
$2.63M -$70.6K -530 -3%
Vontobel Holding
513
Vontobel Holding
Switzerland
$2.63M +$140K +1,053 +6%
TMAM
514
Tokio Marine Asset Management
Japan
$2.62M +$62.8K +472 +2%
BFEC
515
Benjamin F. Edwards & Company
Missouri
$2.62M -$31.7K -238 -1%
VA
516
Vident Advisory
Georgia
$2.61M -$126K -949 -5%
APWM
517
Argonautica Private Wealth Management
Massachusetts
$2.61M -$19.6K -147 -0.7%
ZIM
518
Zacks Investment Management
Illinois
$2.6M -$431K -3,240 -14%
VMPIC
519
Varma Mutual Pension Insurance Co
Finland
$2.57M +$2.57M +19,300 New
RWM
520
Rockline Wealth Management
New York
$2.57M +$2.57M +19,280 New
CFB
521
Cullen/Frost Bankers
Texas
$2.55M -$296K -2,222 -10%
ACM
522
Argyle Capital Management
Pennsylvania
$2.55M -$513K -3,850 -17%
IB
523
Intrust Bank
Kansas
$2.54M +$39.7K +298 +2%
ST
524
Somerset Trust
Pennsylvania
$2.51M -$209K -1,567 -8%
LCM
525
LRT Capital Management
Texas
$2.49M +$2.49M +18,681 New
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