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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 %
MWM
626
Marion Wealth Management
Pennsylvania
$1.64M -$22K -165 -1%
PCMK
627
Paragon Capital Management (Kansas)
Kansas
$1.63M +$15.3K +115 +0.9%
SAM
628
Shell Asset Management
Netherlands
$1.63M -$411K -3,087 -20%
PAM
629
Paradigm Asset Management
New York
$1.62M -$53.3K -400 -3%
PFA
630
Pathway Financial Advisers
Indiana
$1.61M +$27.8K +209 +2%
Squarepoint
631
Squarepoint
New York
$1.59M -$22K -165 -1%
WJWM
632
Williams Jones Wealth Management
New York
$1.59M -$27.7K -208 -2%
1CP
633
17 Capital Partners
Arizona
$1.59M +$1.59M +11,915 New
RIM
634
Redwood Investment Management
Arizona
$1.59M -$181K -1,358 -10%
ICM
635
Islay Capital Management
Texas
$1.56M +$125K +941 +9%
SC
636
Savant Capital
Illinois
$1.55M +$173K +1,296 +12%
EF
637
Exeter Financial
Arizona
$1.55M -$117K -875 -7%
WANY
638
Wealthspire Advisors (New York)
New York
$1.54M +$161K +1,212 +12%
FI
639
FJ Investments
Utah
$1.54M +$1.54M +11,534 New
BFA
640
Bragg Financial Advisors
North Carolina
$1.53M – – –
PA
641
Parallel Advisors
California
$1.52M -$177K -1,331 -10%
PGIM
642
Pacific Global Investment Management
California
$1.5M +$321K +2,410 +27%
DT
643
Diversified Trust
Tennessee
$1.5M +$21.6K +162 +1%
OAM
644
Ostrum Asset Management
France
$1.5M +$6.39K +48 +0.4%
FT
645
Fiduciary Trust
Massachusetts
$1.5M -$422K -3,173 -22%
AIA
646
Armor Investment Advisors
North Carolina
$1.49M -$666 -5 -0%
GWM
647
Guardian Wealth Management
Illinois
$1.49M -$73.1K -549 -5%
ATC
648
Adirondack Trust Company
New York
$1.48M -$27.1K -190 -2%
ACM
649
AlphaStar Capital Management
North Carolina
$1.48M -$367K -2,757 -20%
BWAM
650
Boyd Watterson Asset Management
Ohio
$1.48M -$5.33K -40 -0.4%
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