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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 %
SIA
901
Schechter Investment Advisors
Michigan
$694K +$455K +3,416 +190%
WA
902
Wealth Alliance
New York
$692K +$16.1K +121 +2%
WCM
903
Whitener Capital Management
North Carolina
$692K +$26.6K +200 +4%
VEA
904
Virtus ETF Advisers
New York
$689K -$252K -1,892 -27%
TW
905
TrinityPoint Wealth
Connecticut
$688K +$89.5K +672 +15%
BMCM
906
Burns Matteson Capital Management
New York
$687K +$687K +5,164 New
MCM
907
Mill Capital Management
North Carolina
$685K – – –
LW
908
Linscomb Wealth
Texas
$680K +$2.66K +20 +0.4%
Kovitz Investment Group Partners
909
Kovitz Investment Group Partners
Illinois
$678K +$369K +2,775 +120%
WAM
910
Weatherly Asset Management
California
$676K -$3.86K -29 -0.6%
QCG
911
Quadrant Capital Group
Ohio
$676K +$46.7K +351 +7%
SCM
912
Schnieders Capital Management
California
$673K – – –
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$672K -$7.32K -55 -1%
WCG
914
Weaver Consulting Group
California
$669K -$6.66K -50 -1%
CCA
915
Childress Capital Advisors
Texas
$666K -$5.19K -39 -0.8%
SFI
916
Siemens Fonds Invest
Germany
$666K +$138K +1,039 +26%
FWP
917
FAS Wealth Partners
Kansas
$665K -$17.4K -131 -3%
WFAG
918
Worth Financial Advisory Group
North Carolina
$662K -$79.8K -599 -11%
GPA
919
Garrison Point Advisors
California
$660K – – –
TWM
920
Thrive Wealth Management
Pennsylvania
$658K -$104K -783 -14%
MRCM
921
M&R Capital Management
New Jersey
$654K +$223K +1,675 +52%
BO
922
Bank OZK
Arkansas
$654K +$266K +2,001 +69%
WPW
923
Waldron Private Wealth
Pennsylvania
$654K +$16.2K +122 +3%
GI
924
GAMMA Investing
California
$653K +$653K +4,525 New
SIA
925
Schear Investment Advisers
Ohio
$653K +$3.86K +29 +0.6%
35 36
37
38 39