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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 %
WTC
876
WhitTier Trust Company
Nevada
$771K – – –
OFS
877
OneAscent Financial Services
Alabama
$770K +$344K +2,584 +81%
AMBIA
878
Allen Mooney & Barnes Investment Advisors
Georgia
$767K +$5.73K +43 +0.8%
PAM
879
Palisade Asset Management
Minnesota
$766K – – –
MYIA
880
Mount Yale Investment Advisors
Colorado
$763K +$419K +3,145 +122%
CCS
881
Concentric Capital Strategies
Connecticut
$762K +$762K +5,723 New
FFA
882
Farther Finance Advisors
California
$761K +$165K +1,241 +28%
HVIA
883
Hudson Valley Investment Advisors
New York
$760K -$119K -889 -14%
FFWA
884
FRG Family Wealth Advisors
Washington
$759K – – –
SEA
885
Stegent Equity Advisors
Texas
$759K -$12.4K -93 -2%
DAM
886
Doheny Asset Management
California
$757K -$13.3K -100 -2%
Jennison Associates
887
Jennison Associates
New York
$748K +$98.3K +738 +15%
MPWT
888
MassMutual Private Wealth & Trust
Connecticut
$746K -$852K -6,396 -53%
CPIG
889
Chicago Partners Investment Group
Illinois
$739K +$2.81K +21 +0.4%
ESB
890
Essex Savings Bank
Connecticut
$739K +$58.2K +437 +9%
OF
891
Outfitter Financial
Maine
$732K – – –
PTC
892
Private Trust Company
Ohio
$730K -$35.8K -269 -5%
VWM
893
Venturi Wealth Management
Texas
$725K +$1.6K +12 +0.2%
AFG
894
Atomi Financial Group
New York
$715K +$715K +5,372 New
CAM
895
Campion Asset Management
Virginia
$713K – – –
FSC
896
Full Sail Capital
Oklahoma
$707K -$111K -832 -14%
AIC
897
Aurora Investment Counsel
Georgia
$706K -$327K -3,777 -32%
NL
898
NWAM LLC
Washington
$704K -$14.5K -109 -2%
BIA
899
Beacon Investment Advisors
Maryland
$702K +$28.8K +216 +4%
CFG
900
Citizens Financial Group
Rhode Island
$697K +$105K +785 +18%
34 35
36
37 38