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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 %
VSQM
826
V-Square Quantitative Management
Illinois
$877K +$268K +2,015 +44%
CAM
827
Cidel Asset Management
Ontario, Canada
$875K +$875K +6,571 New
RIA
828
Realta Investment Advisors
Delaware
$870K +$338K +2,535 +63%
IA
829
IFP Advisors
Florida
$868K -$1.33K -10 -0.2%
MIM
830
Miller Investment Management
Pennsylvania
$865K – – –
CWM
831
Cornerstone Wealth Management
Missouri
$865K +$11.5K +86 +1%
LFA
832
Legacy Financial Advisors
Kentucky
$864K +$51.3K +385 +6%
AMIM
833
Aull & Monroe Investment Management
Alabama
$858K -$51.3K -385 -6%
TVAMP
834
Tennessee Valley Asset Management Partners
Tennessee
$857K +$418K +3,139 +95%
P
835
&Partners
Tennessee
$857K +$857K +6,430 New
SSA
836
South Street Advisors
New York
$855K – – –
CWS
837
Confluence Wealth Services
Pennsylvania
$853K – – –
SFS
838
Strategic Financial Services
New York
$850K -$49.9K -375 -6%
JFGIW
839
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$846K +$47.1K +354 +6%
HH
840
Hilltop Holdings
Texas
$846K +$29K +218 +4%
BCM
841
Birmingham Capital Management
Alabama
$846K -$399 -3 -0%
MAM
842
Mystic Asset Management
Rhode Island
$841K +$50.6K +380 +6%
FRM
843
Fox Run Management
Connecticut
$839K +$839K +6,302 New
VA
844
Valmark Advisers
Ohio
$835K +$17K +128 +2%
JSC
845
Jackson Square Capital
California
$834K +$834K +6,263 New
CM
846
Castleark Management
Illinois
$833K +$833K +6,260 New
AFG
847
American Financial Group
Ohio
$832K – – –
NIM
848
NEOS Investment Management
Connecticut
$830K +$232K +1,743 +39%
HAG
849
HighPoint Advisor Group
Illinois
$828K +$828K +5,293 New
EIP
850
Epoch Investment Partners
New York
$824K -$2.66K -20 -0.3%
32 33
34
35 36