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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 %
TNA
751
True North Advisors
Texas
$1.07M -$2.8K -21 -0.3%
MA
752
Mutual Advisors
Nebraska
$1.07M -$51.1K -384 -5%
WP
753
Westmount Partners
California
$1.06M -$1.07K -8 -0.1%
SRA
754
Secured Retirement Advisors
Minnesota
$1.05M +$1.05M +7,917 New
Focus Partners Wealth
755
Focus Partners Wealth
Massachusetts
$1.05M +$1.05M +7,913 New
NAS
756
Nicolet Advisory Services
Wisconsin
$1.05M +$31.6K +234 +3%
WA
757
WESPAC Advisors
California
$1.04M -$30.9K -232 -3%
VHAM
758
Van Hulzen Asset Management
California
$1.04M +$1.2K +9 +0.1%
MME
759
Meag Munich Ergo
Germany
$1.03M +$900K +6,757 +676%
CA
760
Clearstead Advisors
Ohio
$1.03M -$690K -5,185 -40%
CA
761
Cullinan Associates
Kentucky
$1.03M – – –
PPC
762
Park Place Capital
Alabama
$1.03M +$21.4K +161 +2%
BSA
763
Bull Street Advisors
Georgia
$1.03M – – –
BCCM
764
Bridge Creek Capital Management
Massachusetts
$1.02M – – –
MPI
765
Mairs & Power Inc
Minnesota
$1.02M +$133 +1 +0%
PIM
766
Penobscot Investment Management
Massachusetts
$1.02M +$5.99K +45 +0.6%
PBO
767
Peoples Bank (Ohio)
Ohio
$1.02M -$16.6K -125 -2%
PCMF
768
Private Capital Management (Florida)
Florida
$1.02M -$4.39K -33 -0.4%
FFM
769
Forum Financial Management
Illinois
$1.02M -$157K -1,181 -13%
ECG
770
Edge Capital Group
Georgia
$1.01M +$22.2K +167 +2%
CastleKeep Investment Advisors
771
CastleKeep Investment Advisors
Connecticut
$1.01M +$1.01M +7,556 New
WI
772
Wahed Invest
New York
$997K +$18.6K +140 +2%
RCIM
773
Red Cedar Investment Management
Michigan
$992K +$992K +7,448 New
WA
774
WealthTrust Axiom
Pennsylvania
$991K -$26K -195 -3%
IC
775
Inscription Capital
Texas
$991K -$747K -5,611 -43%
29 30
31
32 33