PSX icon

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 %
VIP
801
Vista Investment Partners
Oklahoma
$926K +$926K +6,952 New
ACA
802
Atlas Capital Advisors
Wyoming
$925K +$150K +1,130 +19%
ANTB
803
AMG National Trust Bank
Colorado
$923K -$66.8K -502 -7%
SGI
804
Summit Global Investments
Utah
$920K +$920K +6,910 New
TNBTD
805
Trustmark National Bank Trust Department
Mississippi
$919K -$84.7K -636 -8%
EA
806
Everpar Advisors
Oklahoma
$916K +$916K +6,880 New
KWA
807
Kingswood Wealth Advisors
California
$910K +$213K +1,602 +31%
CCC
808
Chelsea Counsel Company
California
$910K -$34K -255 -4%
SC
809
Syon Capital
California
$906K +$486K +3,649 +116%
1SB
810
1ST Source Bank
Indiana
$904K -$18K -135 -2%
MAS
811
Meeder Advisory Services
Ohio
$903K +$55.4K +416 +7%
BL
812
Balentine LLC
Georgia
$902K +$11.7K +88 +1%
NL
813
Navalign LLC
California
$901K -$6.26K -47 -0.7%
SCTC
814
Sanibel Captiva Trust Company
Florida
$900K +$900K +6,762 New
MA
815
MCF Advisors
Kentucky
$896K +$13.8K +104 +2%
OCBCO
816
Oversea-Chinese Banking Corp (OCBC)
Singapore
$896K +$16K +120 +2%
RIA
817
Retirement Investment Advisors
Oklahoma
$894K -$904K -6,791 -50%
FIC
818
FCG Investment Company
Tennessee
$891K +$891K +6,695 New
FMTCOCP
819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$891K -$77.5K -582 -8%
FNBTCON
820
First National Bank & Trust Co of Newtown
Pennsylvania
$889K -$27.6K -207 -3%
SPC
821
Sigma Planning Corp
Michigan
$885K -$965K -7,246 -52%
VBCG
822
Valley Brook Capital Group
Pennsylvania
$884K +$28.2K +212 +3%
WF
823
Welch & Forbes
Massachusetts
$882K -$859K -6,449 -49%
FSA
824
Financial Sense Advisors
California
$880K +$880K +6,613 New
RWP
825
RWA Wealth Partners
Massachusetts
$877K +$464K +3,482 +112%
31 32
33
34 35