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Phillips 66
PSX

Overview Fund Activity

1,777 hedge funds and large institutions have $44.6B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 674 reducing their positions, and 102 closing their positions.

Holders
1,777
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.06%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
674
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$919M
3
Boston Partners
3
Boston Partners
Massachusetts
$513M
4
Barclays
4
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$757M
2
State Street
2
State Street
Massachusetts
$3.91B
3
Bank of America
3
Bank of America
North Carolina
$691M
4
Millennium Management
4
Millennium Management
New York
$24.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$105M +$8.44M +63,393 +9%
EIM
52
Elliott Investment Management
Florida
$103M – – –
RJFSA
53
Raymond James Financial Services Advisors
Florida
$102M -$235K -1,763 -0.2%
MIM
54
Merewether Investment Management
Texas
$100M +$18.7M +140,527 +23%
RJA
55
Raymond James & Associates
Florida
$99.2M +$10.7M +80,238 +12%
Capital Fund Management (CFM)
56
Capital Fund Management (CFM)
France
$98.4M -$23.5M -176,427 -19%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$94.9M -$2.45M -18,394 -3%
Fayez Sarofim & Co
58
Fayez Sarofim & Co
Texas
$92.3M -$672K -4,615 -0.7%
CS
59
Credit Suisse
Switzerland
$91M -$1.55M -11,644 -2%
LPL Financial
60
LPL Financial
California
$85.4M +$7.67M +57,612 +10%
Ameriprise
61
Ameriprise
Minnesota
$82.6M +$6.8M +50,992 +9%
Aberdeen Group
62
Aberdeen Group
United Kingdom
$80.3M -$103M -776,615 -56%
CWM
63
CIBC World Markets
New York
$77.6M +$74.3M +558,038 +2,271%
AQR Capital Management
64
AQR Capital Management
Connecticut
$76.2M -$25.5M -191,664 -25%
Principal Financial Group
65
Principal Financial Group
Iowa
$75.6M -$849K -6,374 -1%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$75.4M +$19.7M +147,841 +35%
Truist Financial
67
Truist Financial
North Carolina
$74.2M +$3.38M +25,366 +5%
SIG
68
Stonegate Investment Group
Alabama
$71.6M +$37.7K +283 +0.1%
M&T Bank
69
M&T Bank
New York
$71.5M -$3.57M -26,787 -5%
Franklin Resources
70
Franklin Resources
California
$70.9M -$178K -1,335 -0.3%
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$69.1M -$10.2M -76,738 -13%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$67.4M +$2.2M +16,527 +3%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$65.1M +$43.9M +329,405 +206%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$64.3M -$9.4M -70,632 -13%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$61.6M +$37.1M +276,260 +152%
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