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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 %
AGP
951
Autumn Glory Partners
Texas
$617K +$25.9K +199 +4%
VDI
952
Vaughan David Investments
Illinois
$617K -$16.7K -125 -3%
EAM
953
Empirical Asset Management
Massachusetts
$616K +$29.2K +219 +5%
TCA
954
Transcend Capital Advisors
New Jersey
$616K +$69.9K +525 +13%
CANY
955
Caxton Associates (New York)
New York
$613K +$258K +1,940 +73%
VAM
956
Verity Asset Management
North Carolina
$611K – – –
BAWM
957
Bennett Associates Wealth Management
Pennsylvania
$610K +$610K +4,580 New
APP
958
Avantax Planning Partners
Iowa
$609K +$53.8K +404 +10%
AWE
959
Avidian Wealth Enterprises
Texas
$609K +$18.1K +136 +3%
SF
960
Symphony Financial
Texas
$609K +$55.8K +431 +10%
MWM
961
Modera Wealth Management
New Jersey
$606K +$2.13K +16 +0.4%
SAM
962
S.A. Mason
Michigan
$603K -$20K -150 -3%
BJL
963
Brighton Jones LLC
Washington
$600K +$187K +1,401 +45%
SWS
964
SYSTM Wealth Solutions
Illinois
$598K +$117K +881 +24%
RVPG
965
Relative Value Partners Group
$598K -$4.93K -37 -0.8%
RIA
966
Richwood Investment Advisors
Ohio
$598K +$10.7K +80 +2%
GI
967
GAMCO Investors
Connecticut
$597K -$133K -1,000 -18%
KIA
968
KLR Investment Advisors
Rhode Island
$594K +$55.1K +414 +10%
CG
969
Clifford Group
Massachusetts
$593K -$533 -4 -0.1%
LIM
970
Longfellow Investment Management
Massachusetts
$590K -$478K -3,591 -45%
PAA
971
Peregrine Asset Advisers
Oregon
$590K – – –
SPI
972
Sutton Place Investors
New York
$588K +$588K +4,416 New
FFA
973
First Foundation Advisors
California
$588K -$118K -890 -17%
P
974
Pitcairn
Pennsylvania
$588K -$9.99K -75 -2%
PPWP
975
Premier Path Wealth Partners
New Jersey
$585K +$585K +4,393 New
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