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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 %
BBA
926
Baader Bank Aktiengesellschaft
Germany
$652K +$652K +4,909 New
PA
927
Probity Advisors
Texas
$651K -$4.79K -36 -0.7%
NSIM
928
North Star Investment Management
Illinois
$651K -$14.4K -108 -2%
MWM
929
Mission Wealth Management
California
$650K -$110K -824 -14%
BCM
930
BluePath Capital Management
Georgia
$649K +$26.7K +206 +4%
JHCP
931
Jackson Hole Capital Partners
Oklahoma
$649K +$203K +1,527 +46%
LC
932
Lincoln Capital
Nebraska
$648K – – –
KA
933
Kovack Advisors
Florida
$644K -$109K -817 -14%
AFP
934
Ausdal Financial Partners
Iowa
$643K -$3.73K -28 -0.6%
NEI
935
Northwest & Ethical Investments
Ontario, Canada
$642K – – –
PFP
936
Pinnacle Financial Partners
Tennessee
$638K +$22.9K +172 +4%
FLPIM
937
F.L. Putnam Investment Management
Massachusetts
$635K -$4.39K -33 -0.7%
CI
938
Cigna Investments
Connecticut
$633K -$24.5K -184 -4%
CW
939
Connectus Wealth
Ohio
$632K -$53.3K -400 -8%
REMPR
940
Roof Eidam Maycock Peralta (REMP)
California
$632K -$224K -1,681 -26%
WAP
941
Wealthcare Advisory Partners
Pennsylvania
$632K -$47.9K -360 -7%
AWS
942
Arkfeld Wealth Strategies
Nebraska
$629K -$8.13K -61 -1%
EWM
943
EPG Wealth Management
Georgia
$628K +$628K +4,326 New
PP
944
Patron Partners
Texas
$627K -$7.06K -53 -1%
EWA
945
EverSource Wealth Advisors
Alabama
$627K +$7.59K +57 +1%
LAM
946
Lingohr Asset Management
Germany
$626K – – –
MBT
947
Montecito Bank & Trust
California
$626K +$170K +1,275 +37%
SBIA
948
Sheaff Brock Investment Advisors
Indiana
$625K +$34.5K +259 +6%
MIC
949
Means Investment Company
Maine
$620K +$32.2K +242 +5%
LCM
950
LVM Capital Management
Michigan
$618K +$46.6K +350 +8%
36 37
38
39 40