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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 %
C
851
Certuity
Florida
$818K +$818K +6,146 New
CG
852
Caprock Group
Idaho
$818K +$20.4K +153 +3%
WC
853
Westhampton Capital
North Carolina
$818K -$72.2K -542 -8%
SSB
854
Sandy Spring Bank
Maryland
$817K -$9.85K -74 -1%
MHR
855
Matthew Hamilton Rosenberg
$815K +$6.39K +48 +0.8%
WFC
856
Western Financial Corp
California
$814K -$62.4K -469 -7%
IFAM
857
Institutional & Family Asset Management
Colorado
$814K – – –
MA
858
MONECO Advisors
Connecticut
$808K +$52.3K +393 +7%
PFSC
859
Peoples Financial Services Corp
Pennsylvania
$807K – – –
JIP
860
Jaffetilchin Investment Partners
Florida
$803K +$71.2K +535 +10%
HCA
861
Heck Capital Advisors
Wisconsin
$802K – – –
PCC
862
Park Circle Company
Maryland
$799K – – –
WIA
863
Westbourne Investment Advisors
Maryland
$796K -$4.79K -36 -0.6%
HIA
864
Harbor Investment Advisory
Maryland
$793K +$3.06K +23 +0.4%
BOH
865
Bank of Hawaii
Hawaii
$791K -$399K -3,000 -34%
CCA
866
Checchi Capital Advisers
California
$790K +$2K +15 +0.3%
ACG
867
Allen Capital Group
Nebraska
$785K -$10.7K -80 -1%
BB
868
Busey Bank
Illinois
$784K +$26.5K +199 +3%
IAN
869
Integrated Advisors Network
Texas
$783K -$6.26K -47 -0.8%
ACA
870
Aptus Capital Advisors
Alabama
$782K -$115K -867 -13%
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$781K +$29.8K +224 +4%
CL
872
Choreo LLC
Illinois
$777K +$86.3K +648 +12%
PWPS
873
Pinnacle Wealth Planning Services
Ohio
$774K -$3.46K -26 -0.4%
RG
874
Retirement Group
California
$774K +$133 +1 +0%
TCOT
875
Trust Company of Toledo
Ohio
$772K -$19.2K -144 -2%
33 34
35
36 37