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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 %
CG
726
CFO4Life Group
Texas
$1.14M -$17.8K -134 -2%
RG
727
Rathbones Group
United Kingdom
$1.14M – – –
ATC
728
Argent Trust Co
Tennessee
$1.14M +$54.5K +409 +5%
OHWA
729
Oak Hill Wealth Advisors
Virginia
$1.13M – – –
CA
730
Cornerstone Advisors
North Carolina
$1.13M -$53.3K -400 -4%
FHA
731
Flagship Harbor Advisors
Massachusetts
$1.13M +$154K +1,160 +16%
IRC
732
Investors Research Corp
Georgia
$1.12M +$25.8K +194 +2%
GIM
733
Greylin Investment Management
Virginia
$1.12M -$86.5K -650 -7%
PVI
734
Pine Valley Investments
New Jersey
$1.12M -$164K -1,234 -13%
VAS
735
Vestmark Advisory Solutions
Massachusetts
$1.12M -$73.9K -555 -6%
LCM
736
Laurion Capital Management
New York
$1.11M +$1.11M +8,331 New
EFI
737
EHP Funds Inc
Canada
$1.11M -$439K -3,300 -28%
NL
738
NVWM LLC
Pennsylvania
$1.1M +$9.99K +75 +0.9%
WAAG
739
Wealth Alliance Advisory Group
Kansas
$1.1M -$26.6K -200 -2%
SS
740
Simplicity Solutions
Minnesota
$1.1M +$48.2K +362 +5%
BFG
741
Bleakley Financial Group
New Jersey
$1.1M +$48.2K +362 +5%
CP
742
Covenant Partners
Tennessee
$1.09M -$107K -805 -9%
IPW
743
Impact Partnership Wealth
Georgia
$1.09M +$33.4K +251 +3%
BW
744
Bison Wealth
Georgia
$1.09M +$273K +2,050 +33%
BEAM
745
Baker Ellis Asset Management
Washington
$1.09M – – –
PE
746
Point72 Europe
United Kingdom
$1.09M +$1.09M +8,187 New
AWM
747
Avior Wealth Management
Nebraska
$1.09M +$17K +128 +2%
BHCM
748
Brevan Howard Capital Management
Jersey
$1.09M +$1.09M +8,164 New
CAWM
749
Capital Advisors Wealth Management
Washington
$1.08M -$16K -120 -1%
FG
750
Fiduciary Group
Georgia
$1.07M +$133 +1 +0%
28 29
30
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