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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
APWM
626
Atlas Private Wealth Management
New York
$1.66M +$44.6K +373 +3%
BSB
627
Bangor Savings Bank
Maine
$1.65M +$26.2K +219 +2%
CPWM
628
Cypress Point Wealth Management
Texas
$1.65M +$1.48M +12,379 New
MWM
629
Marion Wealth Management
Pennsylvania
$1.64M -$19.7K -165 -1%
PCMK
630
Paragon Capital Management (Kansas)
Kansas
$1.63M +$13.7K +115 +0.9%
SAM
631
Shell Asset Management
Netherlands
$1.63M -$369K -3,087 -20%
PAM
632
Paradigm Asset Management
New York
$1.62M -$47.8K -400 -3%
PFA
633
Pathway Financial Advisers
Indiana
$1.61M +$25K +209 +2%
Squarepoint
634
Squarepoint
New York
$1.59M -$19.7K -165 -1%
WJWM
635
Williams Jones Wealth Management
New York
$1.59M -$24.9K -208 -2%
1CP
636
17 Capital Partners
Arizona
$1.59M +$1.42M +11,915 New
RIM
637
Redwood Investment Management
Arizona
$1.58M -$162K -1,358 -10%
ICM
638
Islay Capital Management
Texas
$1.56M +$112K +941 +9%
SC
639
Savant Capital
Illinois
$1.55M +$155K +1,296 +12%
EF
640
Exeter Financial
Arizona
$1.55M -$105K -875 -7%
WANY
641
Wealthspire Advisors (New York)
New York
$1.54M +$145K +1,212 +12%
FI
642
FJ Investments
Utah
$1.54M +$1.38M +11,534 New
BFA
643
Bragg Financial Advisors
North Carolina
$1.53M – – –
PA
644
Parallel Advisors
California
$1.52M -$159K -1,331 -10%
PGIM
645
Pacific Global Investment Management
California
$1.5M +$288K +2,410 +27%
DT
646
Diversified Trust
Tennessee
$1.5M +$19.4K +162 +1%
OAM
647
Ostrum Asset Management
France
$1.5M +$5.74K +48 +0.4%
FT
648
Fiduciary Trust
Massachusetts
$1.5M -$379K -3,173 -22%
AIA
649
Armor Investment Advisors
North Carolina
$1.49M -$598 -5 -0%
GWMI
650
Guardian Wealth Management (Illinois)
Illinois
$1.49M -$65.6K -549 -5%
24 25
26
27 28

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.