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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 %
VFA
601
Valeo Financial Advisors
Indiana
$1.85M -$11.3K -85 -0.6%
LCM
602
Logan Capital Management
Pennsylvania
$1.84M – – –
HPG
603
Harvest Portfolios Group
Ontario, Canada
$1.83M -$193K -1,452 -10%
NW
604
NewEdge Wealth
Pennsylvania
$1.82M -$208K -1,562 -10%
DAS
605
Dynamic Advisor Solutions
Arizona
$1.81M +$54.2K +401 +3%
QCM
606
Quantinno Capital Management
New York
$1.81M +$334K +2,512 +23%
FFG
607
Fortem Financial Group
California
$1.8M +$16.6K +125 +0.9%
FMC
608
First Merchants Corp
Indiana
$1.79M -$67.2K -505 -4%
EWM
609
Evercore Wealth Management
New York
$1.79M +$22.9K +172 +1%
USAA
610
United Services Automobile Association
Texas
$1.77M +$99.1K +744 +6%
FIM
611
Fruth Investment Management
Texas
$1.74M -$13.3K -100 -0.8%
DZ Bank
612
DZ Bank
Germany
$1.74M +$1.3M +9,784 +297%
FTDI
613
First Trust Direct Indexing
Massachusetts
$1.73M +$235K +1,768 +16%
HTC
614
Haverford Trust Company
Pennsylvania
$1.73M -$99.6K -748 -5%
LNWWM
615
Laird Norton Wetherby Wealth Management
California
$1.72M +$48.7K +366 +3%
YIA
616
YHB Investment Advisors
Connecticut
$1.71M +$12.1K +91 +0.7%
IWM
617
IHT Wealth Management
Illinois
$1.69M -$376K -2,826 -18%
SMC
618
Smith, Moore & Co
Missouri
$1.69M +$10.4K +78 +0.6%
EC
619
Estate Counselors
Wisconsin
$1.69M – – –
IC
620
IEQ Capital
California
$1.69M +$283K +2,124 +20%
AAM
621
AR Asset Management
California
$1.68M – – –
MC
622
Moors & Cabot
Massachusetts
$1.66M -$2K -15 -0.1%
APWM
623
Atlas Private Wealth Management
New York
$1.66M +$49.7K +373 +3%
BSB
624
Bangor Savings Bank
Maine
$1.65M +$29.2K +219 +2%
CPWM
625
Cypress Point Wealth Management
Texas
$1.65M +$1.65M +12,379 New
23 24
25
26 27