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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 %
WA1
701
Wimmer Associates 1
California
$1.24M +$70.7K +531 +6%
FNT
702
First National Trust
Pennsylvania
$1.23M +$27.8K +209 +2%
JCM
703
Jacobi Capital Management
Pennsylvania
$1.23M +$2.8K +21 +0.2%
IWC
704
Integrated Wealth Concepts
Massachusetts
$1.23M -$98.9K -743 -7%
MCIA
705
Mountain Capital Investment Advisors
Colorado
$1.23M -$182K -1,359 -13%
PPW
706
Parcion Private Wealth
Washington
$1.23M – – –
MGIA
707
Matthew Goff Investment Advisor
Texas
$1.22M – – –
PG
708
Patten Group
Tennessee
$1.22M – – –
BCG
709
BayBridge Capital Group
California
$1.21M +$1.21M +9,123 New
DFA
710
Delta Financial Advisors
Louisiana
$1.21M +$133 +1 +0%
CC
711
Cannell & Co
New York
$1.21M – – –
IW
712
Imprint Wealth
South Carolina
$1.19M +$3.6K +27 +0.3%
KS
713
Karpas Strategies
Connecticut
$1.19M – – –
SWM
714
SeaCrest Wealth Management
New York
$1.19M -$2.71K -20 -0.2%
LBC
715
Lowe Brockenbrough & Co
Virginia
$1.18M -$73.9K -555 -6%
GLR
716
Great Lakes Retirement
Ohio
$1.18M +$1.18M +8,826 New
ONB
717
Old National Bancorp
Indiana
$1.17M +$261K +1,957 +28%
DFG
718
Demars Financial Group
Washington
$1.17M -$1.76M -13,249 -60%
TCM
719
Twin Capital Management
Pennsylvania
$1.17M -$612K -4,600 -34%
IF
720
Intrua Financial
Texas
$1.17M -$16.1K -121 -1%
GIA
721
Guyasuta Investment Advisors
Pennsylvania
$1.17M -$42.6K -320 -4%
EH
722
Equitable Holdings
New York
$1.16M +$101K +758 +10%
VCA
723
Verdence Capital Advisors
Maryland
$1.16M +$399 +3 +0%
JWM
724
Jupiter Wealth Management
Colorado
$1.15M – – –
CA
725
Commerzbank Aktiengesellschaft
Germany
$1.15M +$59.3K +445 +5%
27 28
29
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