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Phillips 66
PSX

1,790 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 257 funds opening new positions, 570 increasing their positions, 678 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 257 | Existing positions closed: 102

33% more call options, than puts

Call options by funds: $849M | Put options by funds: $636M

19% more funds holding in top 10

Funds holding in top 10: 27 → 32 (+5)

16% more capital invested

Capital invested by funds: $38.5B → $44.7B (+$6.16B)

8% more funds holding

Funds holding: 1,661 → 1,790 (+129)

4.24% more ownership

Funds ownership: 72.01% → 76.25% (+4.2%)

16% less repeat investments, than reductions

Existing positions increased: 570 | Existing positions reduced: 678

Holders
1,790
Holders Change
+129
Holders Change %
+7.77%
% of All Funds
26.1%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
257
Increased
570
Reduced
678
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$874M
2
Harris Associates
Harris Associates
Illinois
+$597M
3
Boston Partners
Boston Partners
Massachusetts
+$418M
4
Barclays
Barclays
United Kingdom
+$347M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$220M

Top Sellers

Rank Fund Capital Flow
1
Aristotle Capital Management
Aristotle Capital Management
California
-$227M
2
State Street
State Street
Massachusetts
-$167M
3
Bank of America
Bank of America
North Carolina
-$155M
4
Millennium Management
Millennium Management
New York
-$121M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$92.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Avior Wealth Management
Nebraska
$1.09M +$15.3K +128 +2%
BHCM
752
Brevan Howard Capital Management
Jersey
$1.09M +$976K +8,164 New
CAWM
753
Capital Advisors Wealth Management
Washington
$1.08M -$14.3K -120 -1%
BW
754
Basepoint Wealth
Iowa
$1.08M -$120K -1,008 -11%
FG
755
Fiduciary Group
Georgia
$1.07M +$120 +1 +0%
TNA
756
True North Advisors
Texas
$1.07M -$2.51K -21 -0.3%
MA
757
Mutual Advisors
Nebraska
$1.07M -$45.9K -384 -5%
WP
758
Westmount Partners
California
$1.06M -$956 -8 -0.1%
SRA
759
Secured Retirement Advisors
Minnesota
$1.05M +$946K +7,917 New
Focus Partners Wealth
760
Focus Partners Wealth
Massachusetts
$1.05M +$946K +7,913 New
NAS
761
Nicolet Advisory Services
Wisconsin
$1.05M +$28K +234 +3%
WA
762
WESPAC Advisors
California
$1.04M -$27.7K -232 -3%
VHAM
763
Van Hulzen Asset Management
California
$1.04M +$1.08K +9 +0.1%
MME
764
Meag Munich Ergo
Germany
$1.03M +$808K +6,757 +676%
CA
765
Clearstead Advisors
Ohio
$1.03M -$620K -5,185 -40%
CA
766
Cullinan Associates
Kentucky
$1.03M – – –
PPC
767
Park Place Capital
Alabama
$1.03M +$19.2K +161 +2%
BSA
768
Bull Street Advisors
Georgia
$1.03M – – –
BCCM
769
Bridge Creek Capital Management
Massachusetts
$1.02M – – –
MPI
770
Mairs & Power Inc
Minnesota
$1.02M +$120 +1 +0%
PIM
771
Penobscot Investment Management
Massachusetts
$1.02M +$5.38K +45 +0.6%
PBO
772
Peoples Bank (Ohio)
Ohio
$1.02M -$14.9K -125 -2%
PCMF
773
Private Capital Management (Florida)
Florida
$1.02M -$3.94K -33 -0.4%
FFM
774
Forum Financial Management
Illinois
$1.02M -$141K -1,181 -13%
ECG
775
Edge Capital Group
Georgia
$1.01M +$20K +167 +2%
29 30
31
32 33

PSX Hedge Fund Activity: Q4 2023 in Review

1,790 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2023, worth a combined $44.7B — up 16% from $38.5B a quarter earlier.

Buyers outnumbered sellers: 257 funds opened new PSX positions and 102 closed out — a net gain of 155 holders — while 570 added to existing stakes and 678 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $874M. The largest seller was Aristotle Capital Management, cutting an estimated $227M.

  • 1,790 institutional investors held Phillips 66 (PSX) as of Q4 2023, up from 1,661 in Q3 2023.
  • Funds reported $44.7B of Phillips 66 stock for Q4 2023, up 16% quarter-over-quarter.
  • 257 funds opened new Phillips 66 positions in Q4 2023 and 102 closed out, a net change of +155 holders.
  • The largest Phillips 66 buyer in Q4 2023 was Morgan Stanley, an estimated $874M added.
  • The largest Phillips 66 seller in Q4 2023 was Aristotle Capital Management, an estimated $227M sold.

Based on aggregated 13F filings for Q4 2023.