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Phillips 66
PSX

1,790 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 570 increasing their positions, 678 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 257 | Existing positions closed: 102

33% more call options, than puts

Call options by funds: $849M | Put options by funds: $636M

19% more funds holding in top 10

Funds holding in top 10: 27 → 32 (+5)

16% more capital invested

Capital invested by funds: $38.5B → $44.7B (+$6.16B)

8% more funds holding

Funds holding: 1,661 → 1,790 (+129)

4.24% more ownership

Funds ownership: 72.01% → 76.25% (+4.2%)

16% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 678

Holders
1,790
Holders Change
+129
Holders Change %
+7.77%
% of All Funds
26.1%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
257
Increased
570
Reduced
678
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$874M
2
Harris Associates
Harris Associates
Illinois
+$597M
3
Boston Partners
Boston Partners
Massachusetts
+$418M
4
Barclays
Barclays
United Kingdom
+$347M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$227M
2
State Street
State Street
Massachusetts
-$167M
3
Bank of America
Bank of America
North Carolina
-$155M
4
Millennium Management
Millennium Management
New York
-$121M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$92.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNA
551
First National Advisers
Nebraska
$2.28M +$554K +4,632 +37%
CIC
552
Cornercap Investment Counsel
Georgia
$2.26M -$28.4K -238 -1%
IFG
553
Independent Financial Group
California
$2.26M +$49.5K +414 +2%
RL
554
Retireful LLC
Michigan
$2.25M +$312K +2,613 +18%
SFS
555
Sowell Financial Services
Arkansas
$2.23M +$96.9K +811 +5%
SCA
556
Snowden Capital Advisors
New York
$2.23M +$1.67K +14 +0.1%
NCM
557
Northside Capital Management
Oregon
$2.23M – – –
MWA
558
Moser Wealth Advisors
Washington
$2.23M +$11.7K +98 +0.6%
TGAM
559
TBH Global Asset Management
Tennessee
$2.21M +$37.9K +317 +2%
FHB
560
First Hawaiian Bank
Hawaii
$2.21M +$264K +2,207 +15%
Koshinski Asset Management
561
Koshinski Asset Management
Illinois
$2.18M +$232K +1,943 +13%
EHC
562
Everett Harris & Co
California
$2.18M +$216K +1,805 +12%
SPG
563
Strategic Planning Group
Utah
$2.18M +$1.96M +16,360 New
CFMC
564
Curbstone Financial Management Corp
New Hampshire
$2.16M -$12K -100 -0.6%
EAM
565
Erste Asset Management
Austria
$2.16M +$711K +5,950 +58%
NB
566
Norinchukin Bank
Japan
$2.15M -$327K -2,732 -14%
PS
567
Principal Securities
Iowa
$2.14M +$1.92M +16,095 New
TC
568
Telemus Capital
Michigan
$2.14M -$43.5K -364 -2%
CS
569
Crescent Sterling
Louisiana
$2.14M -$83.2K -696 -4%
ISL
570
Ingalls & Snyder LLC
New York
$2.11M -$16.1K -135 -0.8%
MFIM
571
Mesirow Financial Investment Management
Illinois
$2.09M +$1.88M +15,731 New
TWP
572
Tyche Wealth Partners
Texas
$2.09M +$1.88M +15,720 New
KRSITF
573
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.09M +$50.9K +426 +3%
BCI
574
Brinker Capital Investments
Pennsylvania
$2.07M -$55.8K -467 -3%
OPS
575
Orion Portfolio Solutions
Nebraska
$2.07M -$55.8K -467 -3%
21 22
23
24 25

PSX Hedge Fund Activity: Q4 2023 in Review

1,790 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2023, worth a combined $44.7B — up 16% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 257 funds opened new PSX positions and 102 closed out — a net gain of 155 holders — while 570 added to existing stakes and 678 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $874M. The largest seller was Aristotle Capital Management, cutting an estimated $227M.

  • 1,790 institutional investors held Phillips 66 (PSX) as of Q4 2023, up from 1,661 in Q3 2023.
  • Funds reported $44.7B of Phillips 66 stock for Q4 2023, up 16% quarter-over-quarter.
  • 257 funds opened new Phillips 66 positions in Q4 2023 and 102 closed out, a net change of +155 holders.
  • The largest Phillips 66 buyer in Q4 2023 was Morgan Stanley, an estimated $874M added.
  • The largest Phillips 66 seller in Q4 2023 was Aristotle Capital Management, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2023.