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Phillips 66
PSX

Overview Fund Activity

1,777 hedge funds and large institutions have $44.6B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 674 reducing their positions, and 102 closing their positions.

Holders
1,777
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.06%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
674
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$919M
3
Boston Partners
3
Boston Partners
Massachusetts
$513M
4
Barclays
4
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$757M
2
State Street
2
State Street
Massachusetts
$3.91B
3
Bank of America
3
Bank of America
North Carolina
$691M
4
Millennium Management
4
Millennium Management
New York
$24.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$80.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$59.4M 445,809 -5,674 -1%
Victory Capital Management
77
Victory Capital Management
Texas
$59.1M 443,710 +129,785 +41%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$58.7M 432,340 +14,466 +3%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$58.2M 437,429 -24,573 -5%
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
$53.3M 400,493 -71,715 -15%
MSE
81
MUFG Securities EMEA
United Kingdom
$53.3M 400,000 -25,000 -6%
FWIA
82
Fort Washington Investment Advisors
Ohio
$53M 398,166 -58,186 -13%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$52.9M 397,401 -75,300 -16%
SEI Investments
84
SEI Investments
Pennsylvania
$51.5M 386,659 +8,954 +2%
KACA
85
Kayne Anderson Capital Advisors
California
$49.5M 371,548 +206,950 +126%
RMDI
86
R.M. Davis Inc
Maine
$49.2M 369,385 -11,815 -3%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49M 367,915 -20,521 -5%
RCM
88
RNC Capital Management
California
$48.3M 362,636 +2,894 +0.8%
Citigroup
89
Citigroup
New York
$48.1M 361,167 -4,600 -1%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$46.5M 349,606 -20,933 -6%
SCM
91
SIR Capital Management
New York
$46.5M 349,114 +349,114 New
Neuberger Berman Group
92
Neuberger Berman Group
New York
$44.7M 335,580 -17,195 -5%
MHI
93
Miller Howard Investments
New York
$43.1M 323,483 -2,025 -0.6%
GLA
94
Great Lakes Advisors
Illinois
$42.9M 322,091 -2,331 -0.7%
Jane Street
95
Jane Street
New York
$42.8M 321,644 -36,226 -10%
IIM
96
INTECH Investment Management
Florida
$42.8M 321,541 +248 +0.1%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$42.4M 318,439 +36,287 +13%
TAM
98
Todd Asset Management
Kentucky
$42.3M 317,490 -2,945 -0.9%
RIA
99
Recurrent Investment Advisors
Texas
$40.9M 306,944 -7,522 -2%
OIAM
100
OFI Invest Asset Management
France
$40.4M 335,246 +38,223 +13%
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