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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 %
ZCM
526
Ziegler Capital Management
Illinois
$2.48M -$811K -6,077 -25%
WCBA
527
Weaver C. Barksdale & Associates
Tennessee
$2.46M -$714K -5,363 -23%
AP
528
Americana Partners
Texas
$2.45M +$146K +1,108 +6%
NSEDCP
529
NJ State Employees Deferred Compensation Plan
New Jersey
$2.44M – – –
BC
530
Bartlett & Co
Ohio
$2.44M -$54.6K -410 -2%
BCWM
531
Bartlett & Co Wealth Management
Ohio
$2.43M -$54.5K -410 -2%
VAG
532
VisionPoint Advisory Group
Texas
$2.43M +$40.6K +305 +2%
AAM
533
Azzad Asset Management
Virginia
$2.43M +$64.2K +482 +3%
HWM
534
HB Wealth Management
Georgia
$2.42M +$63.8K +479 +3%
AW
535
Apricus Wealth
South Carolina
$2.42M +$37.9K +285 +2%
HSA
536
HBK Sorce Advisory
Pennsylvania
$2.41M -$78.8K -592 -3%
MPPW
537
Mitchell & Pahl Private Wealth
Oklahoma
$2.4M -$75.1K -564 -3%
MLICM
538
Metropolitan Life Insurance Company (MetLife)
New York
$2.38M -$68.7K -516 -3%
CSIC
539
Clifford Swan Investment Counsel
California
$2.36M – – –
CCA
540
Cobblestone Capital Advisors
New York
$2.36M +$23.8K +179 +1%
IWA
541
Icon Wealth Advisors
Texas
$2.36M +$2.36M +17,707 New
KWS
542
Keystone Wealth Services
California
$2.35M -$119K -897 -5%
HIS
543
Horizon Investment Services
Indiana
$2.34M -$18.4K -138 -0.8%
AAM
544
Auxier Asset Management
Oregon
$2.33M -$40.9K -307 -2%
CAM
545
Carret Asset Management
New York
$2.32M -$32K -240 -1%
CB
546
Community Bank
New York
$2.3M -$19.3K -145 -0.8%
FIM
547
Fernwood Investment Management
Massachusetts
$2.3M -$43.3K -325 -2%
PAM
548
Panagora Asset Management
Massachusetts
$2.29M -$25.9M -194,249 -92%
FNA
549
First National Advisers
Nebraska
$2.28M +$617K +4,632 +37%
CIC
550
Cornercap Investment Counsel
Georgia
$2.26M -$31.7K -238 -1%
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