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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 %
RL
551
Retireful LLC
Michigan
$2.25M +$348K +2,613 +18%
SFS
552
Sowell Financial Services
Arkansas
$2.23M +$108K +811 +5%
SCA
553
Snowden Capital Advisors
New York
$2.23M +$1.86K +14 +0.1%
NCM
554
Northside Capital Management
Oregon
$2.23M – – –
MWA
555
Moser Wealth Advisors
Washington
$2.23M +$13K +98 +0.6%
TGAM
556
TBH Global Asset Management
Tennessee
$2.21M +$42.2K +317 +2%
FHB
557
First Hawaiian Bank
Hawaii
$2.21M +$294K +2,207 +15%
Koshinski Asset Management
558
Koshinski Asset Management
Illinois
$2.18M +$259K +1,943 +13%
EHC
559
Everett Harris & Co
California
$2.18M +$240K +1,805 +12%
SPG
560
Strategic Planning Group
Utah
$2.18M +$2.18M +16,360 New
CFMC
561
Curbstone Financial Management Corp
New Hampshire
$2.16M -$13.3K -100 -0.6%
EAM
562
Erste Asset Management
Austria
$2.16M +$790K +5,950 +58%
NB
563
Norinchukin Bank
Japan
$2.15M -$364K -2,732 -14%
PS
564
Principal Securities
Iowa
$2.14M +$2.14M +16,095 New
TC
565
Telemus Capital
Michigan
$2.14M -$48.5K -364 -2%
CS
566
Crescent Sterling
Louisiana
$2.14M -$92.7K -696 -4%
ISL
567
Ingalls & Snyder LLC
New York
$2.11M -$18K -135 -0.8%
MFIM
568
Mesirow Financial Investment Management
Illinois
$2.09M +$2.09M +15,731 New
TWP
569
Tyche Wealth Partners
Texas
$2.09M +$2.09M +15,720 New
KRSITF
570
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.09M +$56.7K +426 +3%
BCI
571
Brinker Capital Investments
Pennsylvania
$2.07M -$62.5K -467 -3%
OPS
572
Orion Portfolio Solutions
Nebraska
$2.07M -$62.5K -467 -3%
BWM
573
BKM Wealth Management
Wisconsin
$2.06M +$2.06M +15,496 New
WWM
574
Western Wealth Management
Colorado
$2.05M -$42.5K -319 -2%
HC
575
Hendley & Co
Ohio
$2.04M -$12.6K -95 -0.6%
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