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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 %
First Manhattan
576
First Manhattan
New York
$2.03M +$266 +2 +0%
MG
577
Mather Group
Illinois
$2.03M -$327K -2,459 -14%
SF
578
Summit Financial
New Jersey
$2.03M -$22.8K -171 -1%
PWM
579
Pinnacle Wealth Management
California
$2.03M -$103K -770 -5%
FDCDDQ
580
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.02M -$2.86M -21,473 -59%
CAI
581
Capital Advisors Inc
Oklahoma
$1.99M – – –
MCM
582
Marathon Capital Management
Maryland
$1.99M -$18.6K -140 -0.9%
TIAA Trust, National Association
583
TIAA Trust, National Association
North Carolina
$1.97M +$489K +3,670 +33%
VLC
584
Van Leeuwen & Company
New Jersey
$1.97M +$1.69M +12,712 +606%
ISWM
585
Independent Solutions Wealth Management
New York
$1.96M +$748K +5,618 +62%
AF
586
Allworth Financial
California
$1.95M +$284K +2,131 +17%
Balyasny Asset Management
587
Balyasny Asset Management
Illinois
$1.95M +$1.18M +8,845 +153%
HIM
588
Harbour Investment Management
Washington
$1.95M – – –
SI
589
Stephens Inc
Arkansas
$1.94M +$11.6K +87 +0.6%
Two Sigma Investments
590
Two Sigma Investments
New York
$1.93M – – –
Lido Advisors
591
Lido Advisors
California
$1.92M +$250K +1,880 +15%
IAIM
592
International Assets Investment Management
Florida
$1.91M +$1.91M +14,348 New
AT
593
Arvest Trust
Oklahoma
$1.9M -$154K -1,154 -7%
FNBOMD
594
First National Bank of Mount Dora
Florida
$1.9M -$312K -2,345 -14%
AIMCA
595
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.89M – – –
FA
596
FDx Advisors
Illinois
$1.87M -$762K -5,720 -29%
GVAG
597
Great Valley Advisor Group
Delaware
$1.86M -$10.1K -76 -0.5%
KFP
598
KMG Fiduciary Partners
Ohio
$1.86M – – –
NMIMC
599
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M -$17.4K -131 -0.9%
MYAM
600
Meiji Yasuda Asset Management
Japan
$1.85M -$25.3K -190 -1%
22 23
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