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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 %
FAIM
651
Financial Advocates Investment Management
Washington
$1.47M +$92K +691 +7%
ECU
652
Eisler Capital (UK)
United Kingdom
$1.47M +$158K +1,183 +12%
WWA
653
WCG Wealth Advisors
Nevada
$1.45M -$337K -2,534 -19%
SWM
654
Spire Wealth Management
Virginia
$1.44M -$82.5K -639 -5%
BP
655
BBR Partners
New York
$1.44M -$1.6K -12 -0.1%
RIA
656
Regal Investment Advisors
Michigan
$1.43M -$65.5K -492 -4%
TFS
657
Thoroughbred Financial Services
Tennessee
$1.43M – – –
SC
658
Scotia Capital
Ontario, Canada
$1.42M -$287K -2,157 -17%
RA
659
RFG Advisory
Alabama
$1.42M -$19.7K -148 -1%
CL
660
COWA LLC
Oklahoma
$1.42M -$45.8K -344 -3%
BSW
661
Buckingham Strategic Wealth
Missouri
$1.42M -$70.2K -527 -5%
TBA
662
Tower Bridge Advisors
Pennsylvania
$1.41M -$39.9K -300 -3%
JWM
663
Jeppson Wealth Management
California
$1.41M -$6.66K -50 -0.5%
JWCA
664
J.W. Cole Advisors
Florida
$1.41M +$653K +4,901 +87%
GT
665
Greenleaf Trust
Michigan
$1.4M +$89.9K +675 +7%
CIA
666
Concurrent Investment Advisors
Florida
$1.4M +$1.4M +10,516 New
BIA
667
Barry Investment Advisors
Massachusetts
$1.4M -$42.2K -317 -3%
AWM
668
Apollon Wealth Management
South Carolina
$1.4M +$270K +2,028 +24%
PBC
669
Pavion Blue Capital
California
$1.4M -$4.39K -33 -0.3%
RMC
670
Resources Management Corp
Connecticut
$1.4M -$49K -368 -3%
SC
671
SouthState Corp
Florida
$1.39M -$799 -6 -0.1%
IMCOOI
672
Investment Management Corp of Ontario (IMCO)
Canada
$1.38M +$1.38M +10,401 New
SC
673
Searle & Co
Connecticut
$1.38M +$295K +2,212 +27%
SW
674
SVB Wealth
Massachusetts
$1.37M +$172K +1,294 +14%
MGIA
675
Moneta Group Investment Advisors
Missouri
$1.37M -$118K -885 -8%
25 26
27
28 29