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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 %
VCWA
976
Vanguard Capital Wealth Advisors
Colorado
$584K -$38.1K -286 -6%
WA
977
WP Advisors
California
$584K +$4.66K +35 +0.8%
EDRH
978
Edmond de Rothschild Holding
Switzerland
$581K +$54.5K +409 +10%
NS
979
NBC Securities
Alabama
$580K -$27.8K -209 -5%
JWWM
980
Johnson & White Wealth Management
Pennsylvania
$580K -$400 -3 -0.1%
WPA
981
West Paces Advisors
Georgia
$578K +$139K +1,043 +32%
FB
982
Fulton Bank
Pennsylvania
$577K +$289K +2,167 +100%
YAL
983
Your Advocates Ltd
Texas
$577K +$4.66K +35 +0.8%
ECM
984
Estabrook Capital Management
New York
$573K – – –
NW
985
Naviter Wealth
Arkansas
$573K – – –
TCM
986
Tributary Capital Management
Nebraska
$573K -$13.3K -100 -2%
ECM
987
Evergreen Capital Management
Washington
$572K -$3.33K -25 -0.6%
SP
988
Symmetry Partners
Connecticut
$567K -$306K -2,300 -35%
SAM
989
SignalPoint Asset Management
Missouri
$565K +$2.26K +17 +0.4%
SSWM
990
Strait & Sound Wealth Management
California
$561K – – –
PWMAG
991
Pinnacle Wealth Management Advisory Group
New Jersey
$557K +$11.8K +89 +2%
RGC
992
Roberts, Glore & Co
Illinois
$557K – – –
PL
993
Perpetual Ltd
Australia
$556K – – –
SPL
994
Smart Portfolios LLC
Washington
$552K +$552K +3,820 New
WPC
995
Wedmont Private Capital
Pennsylvania
$552K +$132K +983 +31%
SA
996
SAM Advisors
California
$551K +$551K +4,136 New
UH
997
Unigestion Holding
Switzerland
$549K +$549K +4,126 New
TPM
998
Triasima Portfolio Management
Quebec, Canada
$549K +$549K +4,125 New
FM
999
Foster & Motley
Ohio
$549K +$1.2K +9 +0.2%
WSTAM
1000
Wilbanks Smith & Thomas Asset Management
Virginia
$548K +$133 +1 +0%
38 39
40
41 42