PSX icon

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 %
SPIS
676
Steward Partners Investment Solutions
Oregon
$1.37M +$1.37M +10,284 New
YIH
677
Y-Intercept (HK)
Hong Kong
$1.36M +$1.36M +10,240 New
FFN
678
Focus Financial Network
Minnesota
$1.36M +$838K +6,292 +160%
RP
679
Rowlandmiller & Partners
Georgia
$1.36M +$46.6K +350 +4%
S
680
SignatureFD
Georgia
$1.36M +$92.4K +694 +7%
LNWTC
681
Laird Norton Wetherby Trust Company
Washington
$1.35M +$1.35M +10,117 New
FBC
682
Fairfield, Bush & Co
Connecticut
$1.34M -$99.6K -748 -7%
BTW
683
Boston Trust Walden
Massachusetts
$1.33M -$206K -1,550 -13%
AIM
684
Aquila Investment Management
New York
$1.33M – – –
BAM
685
Belpointe Asset Management
Nevada
$1.33M -$180K -1,350 -12%
AWM
686
Axxcess Wealth Management
California
$1.3M -$433K -3,251 -25%
LDB
687
Lee, Danner & Bass
Tennessee
$1.3M -$75.9K -570 -6%
EIP
688
Energy Income Partners
Connecticut
$1.3M +$797K +5,987 +158%
GIA
689
Gateway Investment Advisers
Ohio
$1.3M +$307K +2,303 +31%
CAG
690
Csenge Advisory Group
Florida
$1.3M -$49.1K -369 -4%
JCFM
691
JBR Co Financial Management
Oklahoma
$1.27M +$1.27M +9,565 New
RAM
692
Ramirez Asset Management
New York
$1.27M +$291K +2,188 +30%
MSAM
693
Moloney Securities Asset Management
Missouri
$1.27M +$95.3K +716 +8%
SA
694
Strategic Advisors
New York
$1.27M +$16K +120 +1%
PGFC
695
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$32.2K +242 +3%
JWCA
696
J.W. Coons Advisors
Ohio
$1.26M – – –
SWM
697
Segment Wealth Management
Texas
$1.25M +$647K +4,861 +108%
VC
698
Veracity Capital
Georgia
$1.25M -$210K -1,579 -14%
CT
699
Columbia Trust
Oregon
$1.25M +$79.8K +599 +7%
GS
700
GTS Securities
New York
$1.24M +$1.24M +9,327 New
26 27
28
29 30